AVNM vs SBIO

AVNM vs SBIO
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Quick Verdict

AVNM has a lower expense ratio. SBIO delivered stronger 1-year returns. SBIO offers more diversification with 107 holdings.

Lower Fees: AVNMHigher Returns: SBIOMore Diversified: SBIO

Side-by-Side Comparison

MetricAVNMSBIOWinner
Expense Ratio0.31%0.50%
AUM$734M$221M
Dividend Yield2.36%0.00%
Holdings9107
YTD Return+16.39%+37.78%
1Y Return+29.08%+100.50%
3Y Return (annualized)+23.36%+34.22%
5Y Return (annualized)-+9.90%
Volatility (annualized)12.6%29.6%
Max Drawdown-14.0%-63.1%
Fund FamilyAvantis InvestorsALPS Advisors
CategoryEquityEquity
InceptionJun 27, 2023Dec 30, 2014

AVNM vs SBIO Performance

Avantis All International Markets Equity ETF (AVNM) is a ETF from Avantis Investors and ALPS Medical Breakthroughs ETF (SBIO) is a ETF from ALPS Advisors. Over the past year AVNM returned +29.08% while SBIO returned +100.50%. Year to date, AVNM is up 16.39% versus a gain of 37.78% for SBIO.

Over three years, AVNM compounded at +23.36% per year against +34.22% for SBIO. Across the full 3-year window we track, AVNM has the edge at +21.94% annualized vs +9.97%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SBIO has been the more volatile fund, with annualized monthly volatility of 29.6% 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 -63.1% for SBIO. 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 0.31. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AVNM charges 0.31% per year while SBIO charges 0.50%. On a $10,000 position that is $31 vs $50 annually, a gap of $19 per year that compounds over a long holding period. On income, AVNM currently yields 2.36% against 0.00% for SBIO.

Holdings Overlap

0.0%overlap

AVNM and SBIO share 0 holdings out of 113 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 SBIO?

AVNM has an expense ratio of 0.31% while SBIO charges 0.50%. AVNM is the cheaper option. On a $10,000 investment, that is $19 per year of difference.

Which performed better, AVNM or SBIO?

Over the past year AVNM returned +29.08% vs +100.50% for SBIO, so SBIO leads on 1-year performance. Over the longest common window we track (3 years), AVNM annualized +21.94% vs +9.97% for SBIO. Past performance does not guarantee future results.

Which is riskier, AVNM or SBIO?

SBIO has been the more volatile fund at 29.6% annualized versus 12.6% for AVNM. Worst drawdown: AVNM -14.0% vs SBIO -63.1%.

Should I hold both AVNM and SBIO?

AVNM and SBIO have a monthly-return correlation of 0.31, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AVNM and SBIO?

AVNM and SBIO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 113 unique securities.

Which pays a higher dividend, AVNM or SBIO?

AVNM yields 2.36% while SBIO yields 0.00%, so AVNM currently pays the higher dividend yield.

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