AVNM vs AWF

AVNM vs AWF
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Quick Verdict

AVNM has a lower expense ratio. AVNM delivered stronger 1-year returns. AWF offers more diversification with 1,273 holdings.

Lower Fees: AVNMHigher Returns: AVNMMore Diversified: AWF

Side-by-Side Comparison

MetricAVNMAWFWinner
Expense Ratio0.31%1.00%
AUM$734M$973M
Dividend Yield2.36%6.98%
Holdings91,273
YTD Return+16.39%-0.68%
1Y Return+29.08%-2.04%
3Y Return (annualized)+23.36%+8.80%
5Y Return (annualized)-+3.73%
Volatility (annualized)12.6%18.2%
Max Drawdown-14.0%-60.0%
Fund FamilyAvantis InvestorsAllianceBernstein L.P.
CategoryEquityFixed Income
InceptionJun 27, 2023Jul 28, 1993

AVNM vs AWF Performance

Avantis All International Markets Equity ETF (AVNM) is a ETF from Avantis Investors and AllianceBernstein Global High Income Fund (AWF) is a ETF from AllianceBernstein L.P.. Over the past year AVNM returned +29.08% while AWF returned -2.04%. Year to date, AVNM is up 16.39% versus a loss of 0.68% for AWF.

Over three years, AVNM compounded at +23.36% per year against +8.80% for AWF. Across the full 3-year window we track, AVNM has the edge at +21.94% annualized vs +0.92%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AWF has been the more volatile fund, with annualized monthly volatility of 18.2% compared with 12.6% for AVNM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -14.0% for AVNM and -60.0% for AWF. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.53. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AVNM charges 0.31% per year while AWF charges 1.00%. On a $10,000 position that is $31 vs $100 annually, a gap of $69 per year that compounds over a long holding period. On income, AVNM currently yields 2.36% against 6.98% for AWF.

Holdings Overlap

0.0%overlap

AVNM and AWF share 0 holdings out of 715 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, AVNM or AWF?

AVNM has an expense ratio of 0.31% while AWF charges 1.00%. AVNM is the cheaper option. On a $10,000 investment, that is $69 per year of difference.

Which performed better, AVNM or AWF?

Over the past year AVNM returned +29.08% vs -2.04% for AWF, so AVNM leads on 1-year performance. Over the longest common window we track (3 years), AVNM annualized +21.94% vs +0.92% for AWF. Past performance does not guarantee future results.

Which is riskier, AVNM or AWF?

AWF has been the more volatile fund at 18.2% annualized versus 12.6% for AVNM. Worst drawdown: AVNM -14.0% vs AWF -60.0%.

Should I hold both AVNM and AWF?

AVNM and AWF have a monthly-return correlation of 0.53, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AVNM and AWF?

AVNM and AWF share 0 common holdings with a 0.0% weight overlap. Combined, they hold 715 unique securities.

Which pays a higher dividend, AVNM or AWF?

AVNM yields 2.36% while AWF yields 6.98%, so AWF currently pays the higher dividend yield.

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