AVNM vs HUSV

AVNM vs HUSV
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Quick Verdict

AVNM has a lower expense ratio. AVNM delivered stronger 1-year returns. HUSV offers more diversification with 102 holdings.

Lower Fees: AVNMHigher Returns: AVNMMore Diversified: HUSV

Side-by-Side Comparison

MetricAVNMHUSVWinner
Expense Ratio0.31%0.70%
AUM$734M$85M
Dividend Yield2.36%1.27%
Holdings9102
YTD Return+16.39%+7.03%
1Y Return+29.08%+3.29%
3Y Return (annualized)+23.36%+9.95%
5Y Return (annualized)-+5.59%
Volatility (annualized)12.6%13.2%
Max Drawdown-14.0%-35.7%
Fund FamilyAvantis InvestorsFirst Trust Portfolios (US)
CategoryEquityEquity
InceptionJun 27, 2023Aug 24, 2016

AVNM vs HUSV Performance

Avantis All International Markets Equity ETF (AVNM) is a ETF from Avantis Investors and First Trust Horizon Managed Volatility Domestic ETF (HUSV) is a ETF from First Trust Portfolios (US). Over the past year AVNM returned +29.08% while HUSV returned +3.29%. Year to date, AVNM is up 16.39% versus a gain of 7.03% for HUSV.

Over three years, AVNM compounded at +23.36% per year against +9.95% for HUSV. Across the full 3-year window we track, AVNM has the edge at +21.94% annualized vs +8.33%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

HUSV has been the more volatile fund, with annualized monthly volatility of 13.2% 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 -35.7% for HUSV. 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 0.52. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AVNM charges 0.31% per year while HUSV charges 0.70%. On a $10,000 position that is $31 vs $70 annually, a gap of $39 per year that compounds over a long holding period. On income, AVNM currently yields 2.36% against 1.27% for HUSV.

Holdings Overlap

0.0%overlap

AVNM and HUSV share 0 holdings out of 109 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 HUSV?

AVNM has an expense ratio of 0.31% while HUSV charges 0.70%. AVNM is the cheaper option. On a $10,000 investment, that is $39 per year of difference.

Which performed better, AVNM or HUSV?

Over the past year AVNM returned +29.08% vs +3.29% for HUSV, so AVNM leads on 1-year performance. Over the longest common window we track (3 years), AVNM annualized +21.94% vs +8.33% for HUSV. Past performance does not guarantee future results.

Which is riskier, AVNM or HUSV?

HUSV has been the more volatile fund at 13.2% annualized versus 12.6% for AVNM. Worst drawdown: AVNM -14.0% vs HUSV -35.7%.

Should I hold both AVNM and HUSV?

AVNM and HUSV have a monthly-return correlation of 0.52, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AVNM and HUSV?

AVNM and HUSV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 109 unique securities.

Which pays a higher dividend, AVNM or HUSV?

AVNM yields 2.36% while HUSV yields 1.27%, so AVNM currently pays the higher dividend yield.

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