AVNM vs FAAR

AVNM vs FAAR
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Quick Verdict

AVNM has a lower expense ratio. AVNM delivered stronger 1-year returns. AVNM offers more diversification with 9 holdings.

Lower Fees: AVNMHigher Returns: AVNMMore Diversified: AVNM

Side-by-Side Comparison

MetricAVNMFAARWinner
Expense Ratio0.31%0.98%
AUM$734M$203M
Dividend Yield2.36%9.89%
Holdings95
YTD Return+16.39%+16.54%
1Y Return+29.08%+18.84%
3Y Return (annualized)+23.36%+9.37%
5Y Return (annualized)-+7.87%
Volatility (annualized)12.6%9.2%
Max Drawdown-14.0%-18.8%
Fund FamilyAvantis InvestorsFirst Trust Portfolios (US)
CategoryEquityCommodity
InceptionJun 27, 2023May 18, 2016

AVNM vs FAAR Performance

Avantis All International Markets Equity ETF (AVNM) is a ETF from Avantis Investors and First Trust Alternative Absolute Return Strategy ETF (FAAR) is a ETF from First Trust Portfolios (US). Over the past year AVNM returned +29.08% while FAAR returned +18.84%. Year to date, AVNM is up 16.39% versus a gain of 16.54% for FAAR.

Over three years, AVNM compounded at +23.36% per year against +9.37% for FAAR. Across the full 3-year window we track, AVNM has the edge at +21.94% annualized vs +3.54%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AVNM has been the more volatile fund, with annualized monthly volatility of 12.6% compared with 9.2% for FAAR. 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 -18.8% for FAAR. 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 -0.05. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AVNM charges 0.31% per year while FAAR charges 0.98%. On a $10,000 position that is $31 vs $98 annually, a gap of $67 per year that compounds over a long holding period. On income, AVNM currently yields 2.36% against 9.89% for FAAR.

Holdings Overlap

0.0%overlap

AVNM and FAAR share 0 holdings out of 9 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 FAAR?

AVNM has an expense ratio of 0.31% while FAAR charges 0.98%. AVNM is the cheaper option. On a $10,000 investment, that is $67 per year of difference.

Which performed better, AVNM or FAAR?

Over the past year AVNM returned +29.08% vs +18.84% for FAAR, so AVNM leads on 1-year performance. Over the longest common window we track (3 years), AVNM annualized +21.94% vs +3.54% for FAAR. Past performance does not guarantee future results.

Which is riskier, AVNM or FAAR?

AVNM has been the more volatile fund at 12.6% annualized versus 9.2% for FAAR. Worst drawdown: AVNM -14.0% vs FAAR -18.8%.

Should I hold both AVNM and FAAR?

AVNM and FAAR have a monthly-return correlation of -0.05, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AVNM and FAAR?

AVNM and FAAR share 0 common holdings with a 0.0% weight overlap. Combined, they hold 9 unique securities.

Which pays a higher dividend, AVNM or FAAR?

AVNM yields 2.36% while FAAR yields 9.89%, so FAAR currently pays the higher dividend yield.

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