AVNM vs TLTP

AVNM vs TLTP
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Quick Verdict

AVNM has a lower expense ratio. AVNM delivered stronger 1-year returns. AVNM offers more diversification with 9 holdings.

Lower Fees: AVNMHigher Returns: AVNMMore Diversified: AVNM

Side-by-Side Comparison

MetricAVNMTLTPWinner
Expense Ratio0.31%0.39%
AUM$734M$25M
Dividend Yield2.36%15.05%
Holdings95
YTD Return+16.73%-8.05%
1Y Return+28.54%-6.36%
3Y Return (annualized)+22.92%-
5Y Return (annualized)--
Volatility (annualized)12.6%8.7%
Max Drawdown-14.0%-13.3%
Fund FamilyAvantis InvestorsAmplify ETFs
CategoryEquityAlternative
InceptionJun 27, 2023Oct 29, 2024

AVNM vs TLTP Performance

Avantis All International Markets Equity ETF (AVNM) is a ETF from Avantis Investors and Amplify TLT US Treasury 12% Option Income ETF (TLTP) is a ETF from Amplify ETFs. Over the past year AVNM returned +28.54% while TLTP returned -6.36%. Year to date, AVNM is up 16.73% versus a loss of 8.05% for TLTP.

Risk: Volatility and Drawdowns

AVNM has been the more volatile fund, with annualized monthly volatility of 12.6% compared with 8.7% for TLTP. 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 -13.3% for TLTP. 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 0.39. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AVNM charges 0.31% per year while TLTP charges 0.39%. On a $10,000 position that is $31 vs $39 annually, a gap of $8 per year that compounds over a long holding period. On income, AVNM currently yields 2.36% against 15.05% for TLTP.

Holdings Overlap

0.0%overlap

AVNM and TLTP share 0 holdings out of 11 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 TLTP?

AVNM has an expense ratio of 0.31% while TLTP charges 0.39%. AVNM is the cheaper option. On a $10,000 investment, that is $8 per year of difference.

Which performed better, AVNM or TLTP?

Over the past year AVNM returned +28.54% vs -6.36% for TLTP, so AVNM leads on 1-year performance. Over the longest common window we track (2 years), AVNM annualized +21.95% vs -4.50% for TLTP. Past performance does not guarantee future results.

Which is riskier, AVNM or TLTP?

AVNM has been the more volatile fund at 12.6% annualized versus 8.7% for TLTP. Worst drawdown: AVNM -14.0% vs TLTP -13.3%.

Should I hold both AVNM and TLTP?

AVNM and TLTP have a monthly-return correlation of 0.39, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AVNM and TLTP?

AVNM and TLTP share 0 common holdings with a 0.0% weight overlap. Combined, they hold 11 unique securities.

Which pays a higher dividend, AVNM or TLTP?

AVNM yields 2.36% while TLTP yields 15.05%, so TLTP currently pays the higher dividend yield.

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