AVNM vs FFLV

AVNM vs FFLV
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Quick Verdict

AVNM has a lower expense ratio. FFLV delivered stronger 1-year returns. FFLV offers more diversification with 109 holdings.

Lower Fees: AVNMHigher Returns: FFLVMore Diversified: FFLV

Side-by-Side Comparison

MetricAVNMFFLVWinner
Expense Ratio0.31%0.38%
AUM$734M$16M
Dividend Yield2.36%1.36%
Holdings9109
YTD Return+16.39%+17.89%
1Y Return+29.08%+29.13%
3Y Return (annualized)+23.36%-
5Y Return (annualized)--
Volatility (annualized)12.6%12.3%
Max Drawdown-14.0%-16.7%
Fund FamilyAvantis InvestorsFidelity Investments (US)
CategoryEquityEquity
InceptionJun 27, 2023Feb 9, 2024

AVNM vs FFLV Performance

Avantis All International Markets Equity ETF (AVNM) is a ETF from Avantis Investors and Fidelity Fundamental Large Cap Value ETF (FFLV) is a ETF from Fidelity Investments (US). Over the past year AVNM returned +29.08% while FFLV returned +29.13%. Year to date, AVNM is up 16.39% versus a gain of 17.89% for FFLV.

Risk: Volatility and Drawdowns

AVNM has been the more volatile fund, with annualized monthly volatility of 12.6% compared with 12.3% for FFLV. 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 -16.7% for FFLV. 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 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AVNM charges 0.31% per year while FFLV charges 0.38%. On a $10,000 position that is $31 vs $38 annually, a gap of $7 per year that compounds over a long holding period. On income, AVNM currently yields 2.36% against 1.36% for FFLV.

Holdings Overlap

0.0%overlap

AVNM and FFLV share 0 holdings out of 120 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 FFLV?

AVNM has an expense ratio of 0.31% while FFLV charges 0.38%. AVNM is the cheaper option. On a $10,000 investment, that is $7 per year of difference.

Which performed better, AVNM or FFLV?

Over the past year AVNM returned +29.08% vs +29.13% for FFLV, so FFLV leads on 1-year performance. Over the longest common window we track (3 years), AVNM annualized +21.94% vs +17.29% for FFLV. Past performance does not guarantee future results.

Which is riskier, AVNM or FFLV?

AVNM has been the more volatile fund at 12.6% annualized versus 12.3% for FFLV. Worst drawdown: AVNM -14.0% vs FFLV -16.7%.

Should I hold both AVNM and FFLV?

AVNM and FFLV have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AVNM and FFLV?

AVNM and FFLV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 120 unique securities.

Which pays a higher dividend, AVNM or FFLV?

AVNM yields 2.36% while FFLV yields 1.36%, so AVNM currently pays the higher dividend yield.

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