AVNM vs BBEM

AVNM vs BBEM
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Quick Verdict

BBEM has a lower expense ratio. BBEM delivered stronger 1-year returns. BBEM offers more diversification with 1,132 holdings.

Lower Fees: BBEMHigher Returns: BBEMMore Diversified: BBEM

Side-by-Side Comparison

MetricAVNMBBEMWinner
Expense Ratio0.31%0.15%
AUM$734M$863M
Dividend Yield2.36%4.92%
Holdings91,132
YTD Return+15.41%+17.41%
1Y Return+27.82%+34.11%
3Y Return (annualized)+22.96%+21.42%
5Y Return (annualized)--
Volatility (annualized)12.6%15.1%
Max Drawdown-14.0%-17.4%
Fund FamilyAvantis InvestorsJ.P. Morgan Asset Management
CategoryEquityEquity
InceptionJun 27, 2023May 10, 2023

AVNM vs BBEM Performance

Avantis All International Markets Equity ETF (AVNM) is a ETF from Avantis Investors and JPMorgan BetaBuilders Emerging Markets Equity ETF (BBEM) is a ETF from J.P. Morgan Asset Management. Over the past year AVNM returned +27.82% while BBEM returned +34.11%. Year to date, AVNM is up 15.41% versus a gain of 17.41% for BBEM.

Over three years, AVNM compounded at +22.96% per year against +21.42% for BBEM. Across the full 3-year window we track, AVNM has the edge at +21.64% annualized vs +19.82%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BBEM has been the more volatile fund, with annualized monthly volatility of 15.1% 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 -17.4% for BBEM. 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 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

AVNM charges 0.31% per year while BBEM charges 0.15%. On a $10,000 position that is $31 vs $15 annually, a gap of $16 per year that compounds over a long holding period. On income, AVNM currently yields 2.36% against 4.92% for BBEM.

Holdings Overlap

0.0%overlap

AVNM and BBEM share 0 holdings out of 897 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 BBEM?

AVNM has an expense ratio of 0.31% while BBEM charges 0.15%. BBEM is the cheaper option. On a $10,000 investment, that is $16 per year of difference.

Which performed better, AVNM or BBEM?

Over the past year AVNM returned +27.82% vs +34.11% for BBEM, so BBEM leads on 1-year performance. Over the longest common window we track (3 years), AVNM annualized +21.64% vs +19.82% for BBEM. Past performance does not guarantee future results.

Which is riskier, AVNM or BBEM?

BBEM has been the more volatile fund at 15.1% annualized versus 12.6% for AVNM. Worst drawdown: AVNM -14.0% vs BBEM -17.4%.

Should I hold both AVNM and BBEM?

AVNM and BBEM have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AVNM and BBEM?

AVNM and BBEM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 897 unique securities.

Which pays a higher dividend, AVNM or BBEM?

AVNM yields 2.36% while BBEM yields 4.92%, so BBEM currently pays the higher dividend yield.

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