AVNM vs GTOS

AVNM vs GTOS
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Quick Verdict

GTOS has a lower expense ratio. AVNM delivered stronger 1-year returns. GTOS offers more diversification with 703 holdings.

Lower Fees: GTOSHigher Returns: AVNMMore Diversified: GTOS

Side-by-Side Comparison

MetricAVNMGTOSWinner
Expense Ratio0.31%0.30%
AUM$734M$124M
Dividend Yield2.36%4.52%
Holdings9703
YTD Return+16.73%-1.05%
1Y Return+28.54%+0.65%
3Y Return (annualized)+22.92%+4.52%
5Y Return (annualized)--
Volatility (annualized)12.6%1.9%
Max Drawdown-14.0%-1.8%
Fund FamilyAvantis InvestorsInvesco (US)
CategoryEquityFixed Income
InceptionJun 27, 2023Dec 9, 2022

AVNM vs GTOS Performance

Avantis All International Markets Equity ETF (AVNM) is a ETF from Avantis Investors and Invesco Short Duration Total Return Bond ETF (GTOS) is a ETF from Invesco (US). Over the past year AVNM returned +28.54% while GTOS returned +0.65%. Year to date, AVNM is up 16.73% versus a loss of 1.05% for GTOS.

Over three years, AVNM compounded at +22.92% per year against +4.52% for GTOS. Across the full 3-year window we track, AVNM has the edge at +21.95% annualized vs +4.19%. 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 1.9% for GTOS. 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 -1.8% for GTOS. 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 0.53. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AVNM charges 0.31% per year while GTOS charges 0.30%. On a $10,000 position that is $31 vs $30 annually, a gap of $1 per year that compounds over a long holding period. On income, AVNM currently yields 2.36% against 4.52% for GTOS.

Holdings Overlap

0.0%overlap

AVNM and GTOS share 0 holdings out of 267 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 GTOS?

AVNM has an expense ratio of 0.31% while GTOS charges 0.30%. GTOS is the cheaper option. On a $10,000 investment, that is $1 per year of difference.

Which performed better, AVNM or GTOS?

Over the past year AVNM returned +28.54% vs +0.65% for GTOS, so AVNM leads on 1-year performance. Over the longest common window we track (3 years), AVNM annualized +21.95% vs +4.19% for GTOS. Past performance does not guarantee future results.

Which is riskier, AVNM or GTOS?

AVNM has been the more volatile fund at 12.6% annualized versus 1.9% for GTOS. Worst drawdown: AVNM -14.0% vs GTOS -1.8%.

Should I hold both AVNM and GTOS?

AVNM and GTOS have a monthly-return correlation of 0.53, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AVNM and GTOS?

AVNM and GTOS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 267 unique securities.

Which pays a higher dividend, AVNM or GTOS?

AVNM yields 2.36% while GTOS yields 4.52%, so GTOS currently pays the higher dividend yield.

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