AVNM vs SPGM

AVNM vs SPGM
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Quick Verdict

SPGM has a lower expense ratio. AVNM delivered stronger 1-year returns. SPGM offers more diversification with 2,985 holdings.

Lower Fees: SPGMHigher Returns: AVNMMore Diversified: SPGM

Side-by-Side Comparison

MetricAVNMSPGMWinner
Expense Ratio0.31%0.09%
AUM$734M$1.8B
Dividend Yield2.36%1.81%
Holdings92,985
YTD Return+16.39%+14.45%
1Y Return+29.08%+25.63%
3Y Return (annualized)+23.36%+22.00%
5Y Return (annualized)-+11.59%
Volatility (annualized)12.6%13.6%
Max Drawdown-14.0%-34.0%
Fund FamilyAvantis InvestorsSPDR State Street Global Advisors
CategoryEquityEquity
InceptionJun 27, 2023Feb 27, 2012

AVNM vs SPGM Performance

Avantis All International Markets Equity ETF (AVNM) is a ETF from Avantis Investors and State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) is a ETF from SPDR State Street Global Advisors. Over the past year AVNM returned +29.08% while SPGM returned +25.63%. Year to date, AVNM is up 16.39% versus a gain of 14.45% for SPGM.

Over three years, AVNM compounded at +23.36% per year against +22.00% for SPGM. Across the full 3-year window we track, AVNM has the edge at +21.94% annualized vs +9.87%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPGM has been the more volatile fund, with annualized monthly volatility of 13.6% 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 -34.0% for SPGM. 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 0.84. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

AVNM charges 0.31% per year while SPGM charges 0.09%. On a $10,000 position that is $31 vs $9 annually, a gap of $22 per year that compounds over a long holding period. On income, AVNM currently yields 2.36% against 1.81% for SPGM.

Holdings Overlap

0.0%overlap

AVNM and SPGM share 0 holdings out of 2854 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 SPGM?

AVNM has an expense ratio of 0.31% while SPGM charges 0.09%. SPGM is the cheaper option. On a $10,000 investment, that is $22 per year of difference.

Which performed better, AVNM or SPGM?

Over the past year AVNM returned +29.08% vs +25.63% for SPGM, so AVNM leads on 1-year performance. Over the longest common window we track (3 years), AVNM annualized +21.94% vs +9.87% for SPGM. Past performance does not guarantee future results.

Which is riskier, AVNM or SPGM?

SPGM has been the more volatile fund at 13.6% annualized versus 12.6% for AVNM. Worst drawdown: AVNM -14.0% vs SPGM -34.0%.

Should I hold both AVNM and SPGM?

AVNM and SPGM have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AVNM and SPGM?

AVNM and SPGM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2854 unique securities.

Which pays a higher dividend, AVNM or SPGM?

AVNM yields 2.36% while SPGM yields 1.81%, so AVNM currently pays the higher dividend yield.

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