AVNM vs FLGV

AVNM vs FLGV
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Quick Verdict

FLGV has a lower expense ratio. AVNM delivered stronger 1-year returns. FLGV offers more diversification with 51 holdings.

Lower Fees: FLGVHigher Returns: AVNMMore Diversified: FLGV

Side-by-Side Comparison

MetricAVNMFLGVWinner
Expense Ratio0.31%0.09%
AUM$734M$1.0B
Dividend Yield2.36%4.23%
Holdings951
YTD Return+16.39%-0.31%
1Y Return+29.08%+1.85%
3Y Return (annualized)+23.36%+3.66%
5Y Return (annualized)--0.58%
Volatility (annualized)12.6%5.0%
Max Drawdown-14.0%-18.4%
Fund FamilyAvantis InvestorsFranklin Templeton Investments (US)
CategoryEquityFixed Income
InceptionJun 27, 2023Jun 9, 2020

AVNM vs FLGV Performance

Avantis All International Markets Equity ETF (AVNM) is a ETF from Avantis Investors and Franklin US Treasury Bond ETF (FLGV) is a ETF from Franklin Templeton Investments (US). Over the past year AVNM returned +29.08% while FLGV returned +1.85%. Year to date, AVNM is up 16.39% versus a loss of 0.31% for FLGV.

Over three years, AVNM compounded at +23.36% per year against +3.66% for FLGV. Across the full 3-year window we track, AVNM has the edge at +21.94% annualized vs -0.88%. 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 5.0% for FLGV. 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 -18.4% for FLGV. 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 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AVNM charges 0.31% per year while FLGV charges 0.09%. On a $10,000 position that is $31 vs $9 annually, a gap of $22 per year that compounds over a long holding period. On income, AVNM currently yields 2.36% against 4.23% for FLGV.

Holdings Overlap

0.0%overlap

AVNM and FLGV 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 FLGV?

AVNM has an expense ratio of 0.31% while FLGV charges 0.09%. FLGV is the cheaper option. On a $10,000 investment, that is $22 per year of difference.

Which performed better, AVNM or FLGV?

Over the past year AVNM returned +29.08% vs +1.85% for FLGV, so AVNM leads on 1-year performance. Over the longest common window we track (3 years), AVNM annualized +21.94% vs -0.88% for FLGV. Past performance does not guarantee future results.

Which is riskier, AVNM or FLGV?

AVNM has been the more volatile fund at 12.6% annualized versus 5.0% for FLGV. Worst drawdown: AVNM -14.0% vs FLGV -18.4%.

Should I hold both AVNM and FLGV?

AVNM and FLGV have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AVNM and FLGV?

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

Which pays a higher dividend, AVNM or FLGV?

AVNM yields 2.36% while FLGV yields 4.23%, so FLGV currently pays the higher dividend yield.

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