AVNM vs HCOM

AVNM vs HCOM
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Quick Verdict

AVNM has a lower expense ratio. AVNM delivered stronger 1-year returns. HCOM offers more diversification with 55 holdings.

Lower Fees: AVNMHigher Returns: AVNMMore Diversified: HCOM

Side-by-Side Comparison

MetricAVNMHCOMWinner
Expense Ratio0.31%0.59%
AUM$734M$9M
Dividend Yield2.36%10.95%
Holdings955
YTD Return+16.19%+0.71%
1Y Return+29.08%-4.90%
3Y Return (annualized)+22.86%-6.95%
5Y Return (annualized)--
Volatility (annualized)12.6%14.7%
Max Drawdown-14.0%-28.8%
Fund FamilyAvantis InvestorsHartford Funds
CategoryEquityCommodity
InceptionJun 27, 2023Sep 14, 2021

AVNM vs HCOM Performance

Avantis All International Markets Equity ETF (AVNM) is a ETF from Avantis Investors and Hartford Schroders Commodity Strategy ETF (HCOM) is a ETF from Hartford Funds. Over the past year AVNM returned +29.08% while HCOM returned -4.90%. Year to date, AVNM is up 16.19% versus a gain of 0.71% for HCOM.

Over three years, AVNM compounded at +22.86% per year against -6.95% for HCOM. Across the full 3-year window we track, AVNM has the edge at +22.02% annualized vs +0.68%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

HCOM has been the more volatile fund, with annualized monthly volatility of 14.7% 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 -28.8% for HCOM. 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 0.12. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AVNM charges 0.31% per year while HCOM charges 0.59%. On a $10,000 position that is $31 vs $59 annually, a gap of $28 per year that compounds over a long holding period. On income, AVNM currently yields 2.36% against 10.95% for HCOM.

Frequently Asked Questions

Which is cheaper, AVNM or HCOM?

AVNM has an expense ratio of 0.31% while HCOM charges 0.59%. AVNM is the cheaper option. On a $10,000 investment, that is $28 per year of difference.

Which performed better, AVNM or HCOM?

Over the past year AVNM returned +29.08% vs -4.90% for HCOM, so AVNM leads on 1-year performance. Over the longest common window we track (3 years), AVNM annualized +22.02% vs +0.68% for HCOM. Past performance does not guarantee future results.

Which is riskier, AVNM or HCOM?

HCOM has been the more volatile fund at 14.7% annualized versus 12.6% for AVNM. Worst drawdown: AVNM -14.0% vs HCOM -28.8%.

Should I hold both AVNM and HCOM?

AVNM and HCOM have a monthly-return correlation of 0.12, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, AVNM or HCOM?

AVNM yields 2.36% while HCOM yields 10.95%, so HCOM currently pays the higher dividend yield.

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