AVNM vs SAWS

AVNM vs SAWS
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Quick Verdict

AVNM has a lower expense ratio. AVNM delivered stronger 1-year returns. SAWS offers more diversification with 72 holdings.

Lower Fees: AVNMHigher Returns: AVNMMore Diversified: SAWS

Side-by-Side Comparison

MetricAVNMSAWSWinner
Expense Ratio0.31%0.55%
AUM$734M$8M
Dividend Yield2.36%0.02%
Holdings972
YTD Return+16.19%+16.61%
1Y Return+29.08%+21.00%
3Y Return (annualized)+22.86%-
5Y Return (annualized)--
Volatility (annualized)12.6%18.3%
Max Drawdown-14.0%-22.0%
Fund FamilyAvantis InvestorsAdvisors Asset Management, Inc.
CategoryEquityEquity
InceptionJun 27, 2023Jul 30, 2024

AVNM vs SAWS Performance

Avantis All International Markets Equity ETF (AVNM) is a ETF from Avantis Investors and AAM Sawgrass US Small Cap Quality Growth ETF (SAWS) is a ETF from Advisors Asset Management, Inc.. Over the past year AVNM returned +29.08% while SAWS returned +21.00%. Year to date, AVNM is up 16.19% versus a gain of 16.61% for SAWS.

Risk: Volatility and Drawdowns

SAWS has been the more volatile fund, with annualized monthly volatility of 18.3% 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 -22.0% for SAWS. 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 0.45. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AVNM charges 0.31% per year while SAWS charges 0.55%. On a $10,000 position that is $31 vs $55 annually, a gap of $24 per year that compounds over a long holding period. On income, AVNM currently yields 2.36% against 0.02% for SAWS.

Holdings Overlap

0.0%overlap

AVNM and SAWS share 0 holdings out of 81 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 SAWS?

AVNM has an expense ratio of 0.31% while SAWS charges 0.55%. AVNM is the cheaper option. On a $10,000 investment, that is $24 per year of difference.

Which performed better, AVNM or SAWS?

Over the past year AVNM returned +29.08% vs +21.00% for SAWS, so AVNM leads on 1-year performance. Over the longest common window we track (2 years), AVNM annualized +22.02% vs +13.64% for SAWS. Past performance does not guarantee future results.

Which is riskier, AVNM or SAWS?

SAWS has been the more volatile fund at 18.3% annualized versus 12.6% for AVNM. Worst drawdown: AVNM -14.0% vs SAWS -22.0%.

Should I hold both AVNM and SAWS?

AVNM and SAWS have a monthly-return correlation of 0.45, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AVNM and SAWS?

AVNM and SAWS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 81 unique securities.

Which pays a higher dividend, AVNM or SAWS?

AVNM yields 2.36% while SAWS yields 0.02%, so AVNM currently pays the higher dividend yield.

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