AVNM vs FNGG

Quick Verdict

AVNM has a lower expense ratio. FNGG delivered stronger 1-year returns. FNGG offers more diversification with 13 holdings.

Lower Fees: AVNMHigher Returns: FNGGMore Diversified: FNGG

Side-by-Side Comparison

MetricAVNMFNGGWinner
Expense Ratio0.31%0.97%
AUM$690M$116M
Dividend Yield2.37%11.05%
Holdings818
YTD Return+15.43%+34.97%
1Y Return+30.04%+37.82%
3Y Return (annualized)+21.69%+58.42%
5Y Return (annualized)--
Volatility (annualized)12.6%58.6%
Max Drawdown-14.0%-91.3%
Fund FamilyAvantis InvestorsDirexion Shares ETF Trust
CategoryEquityAlternative
InceptionJun 27, 2023Sep 29, 2021

AVNM vs FNGG Performance

Avantis All International Markets Equity ETF (AVNM) is a ETF from Avantis Investors and Direxion Daily NYSE FANG+ Bull 2X ETF (FNGG) is a ETF from Direxion Shares ETF Trust. Over the past year AVNM returned +30.04% while FNGG returned +37.82%. Year to date, AVNM is up 15.43% versus a gain of 34.97% for FNGG.

Over three years, AVNM compounded at +21.69% per year against +58.42% for FNGG. Across the full 3-year window we track, AVNM has the edge at +21.91% annualized vs +4.69%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FNGG has been the more volatile fund, with annualized monthly volatility of 58.6% 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 -91.3% for FNGG. 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 0.42. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AVNM charges 0.31% per year while FNGG charges 0.97%. On a $10,000 position that is $31 vs $97 annually, a gap of $66 per year that compounds over a long holding period. On income, AVNM currently yields 2.37% against 11.05% for FNGG.

Holdings Overlap

0.0%overlap

AVNM and FNGG share 0 holdings out of 21 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 FNGG?

AVNM has an expense ratio of 0.31% while FNGG charges 0.97%. AVNM is the cheaper option. On a $10,000 investment, that is $66 per year of difference.

Which performed better, AVNM or FNGG?

Over the past year AVNM returned +30.04% vs +37.82% for FNGG, so FNGG leads on 1-year performance. Over the longest common window we track (3 years), AVNM annualized +21.91% vs +4.69% for FNGG. Past performance does not guarantee future results.

Which is riskier, AVNM or FNGG?

FNGG has been the more volatile fund at 58.6% annualized versus 12.6% for AVNM. Worst drawdown: AVNM -14.0% vs FNGG -91.3%.

Should I hold both AVNM and FNGG?

AVNM and FNGG have a monthly-return correlation of 0.42, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AVNM and FNGG?

AVNM and FNGG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 21 unique securities.

Which pays a higher dividend, AVNM or FNGG?

AVNM yields 2.37% while FNGG yields 11.05%, so FNGG currently pays the higher dividend yield.

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