AVNM vs MFEM

AVNM vs MFEM
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Quick Verdict

AVNM has a lower expense ratio. MFEM delivered stronger 1-year returns. MFEM offers more diversification with 701 holdings.

Lower Fees: AVNMHigher Returns: MFEMMore Diversified: MFEM

Side-by-Side Comparison

MetricAVNMMFEMWinner
Expense Ratio0.31%0.49%
AUM$734M$156M
Dividend Yield2.36%2.39%
Holdings9701
YTD Return+16.73%+22.96%
1Y Return+28.54%+34.20%
3Y Return (annualized)+22.92%+20.17%
5Y Return (annualized)-+9.02%
Volatility (annualized)12.6%17.7%
Max Drawdown-14.0%-45.3%
Fund FamilyAvantis InvestorsPIMCO (US)
CategoryEquityEquity
InceptionJun 27, 2023Aug 31, 2017

AVNM vs MFEM Performance

Avantis All International Markets Equity ETF (AVNM) is a ETF from Avantis Investors and PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF (MFEM) is a ETF from PIMCO (US). Over the past year AVNM returned +28.54% while MFEM returned +34.20%. Year to date, AVNM is up 16.73% versus a gain of 22.96% for MFEM.

Over three years, AVNM compounded at +22.92% per year against +20.17% for MFEM. Across the full 3-year window we track, AVNM has the edge at +21.95% annualized vs +6.94%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MFEM has been the more volatile fund, with annualized monthly volatility of 17.7% 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 -45.3% for MFEM. 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

AVNM charges 0.31% per year while MFEM charges 0.49%. On a $10,000 position that is $31 vs $49 annually, a gap of $18 per year that compounds over a long holding period. On income, AVNM currently yields 2.36% against 2.39% for MFEM.

Holdings Overlap

0.0%overlap

AVNM and MFEM share 0 holdings out of 511 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 MFEM?

AVNM has an expense ratio of 0.31% while MFEM charges 0.49%. AVNM is the cheaper option. On a $10,000 investment, that is $18 per year of difference.

Which performed better, AVNM or MFEM?

Over the past year AVNM returned +28.54% vs +34.20% for MFEM, so MFEM leads on 1-year performance. Over the longest common window we track (3 years), AVNM annualized +21.95% vs +6.94% for MFEM. Past performance does not guarantee future results.

Which is riskier, AVNM or MFEM?

MFEM has been the more volatile fund at 17.7% annualized versus 12.6% for AVNM. Worst drawdown: AVNM -14.0% vs MFEM -45.3%.

Should I hold both AVNM and MFEM?

AVNM and MFEM have a monthly-return correlation of 0.90, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between AVNM and MFEM?

AVNM and MFEM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 511 unique securities.

Which pays a higher dividend, AVNM or MFEM?

AVNM yields 2.36% while MFEM yields 2.39%, so MFEM currently pays the higher dividend yield.

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