AVNM vs TYLG

AVNM vs TYLG
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Quick Verdict

AVNM has a lower expense ratio. TYLG delivered stronger 1-year returns. TYLG offers more diversification with 78 holdings.

Lower Fees: AVNMHigher Returns: TYLGMore Diversified: TYLG

Side-by-Side Comparison

MetricAVNMTYLGWinner
Expense Ratio0.31%0.60%
AUM$734M$15M
Dividend Yield2.36%8.89%
Holdings978
YTD Return+16.94%+23.07%
1Y Return+29.23%+35.14%
3Y Return (annualized)+22.96%+23.90%
5Y Return (annualized)--
Volatility (annualized)12.7%15.9%
Max Drawdown-14.0%-24.5%
Fund FamilyAvantis InvestorsGlobal X by mirae Asset
CategoryEquityAlternative
InceptionJun 27, 2023Nov 21, 2022

AVNM vs TYLG Performance

Avantis All International Markets Equity ETF (AVNM) is a ETF from Avantis Investors and Global X Information Technology Covered Call & Growth ETF (TYLG) is a ETF from Global X by mirae Asset. Over the past year AVNM returned +29.23% while TYLG returned +35.14%. Year to date, AVNM is up 16.94% versus a gain of 23.07% for TYLG.

Over three years, AVNM compounded at +22.96% per year against +23.90% for TYLG. Across the full 3-year window we track, TYLG has the edge at +25.51% annualized vs +22.00%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TYLG has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 12.7% 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 -24.5% for TYLG. 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 0.46. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AVNM charges 0.31% per year while TYLG charges 0.60%. On a $10,000 position that is $31 vs $60 annually, a gap of $29 per year that compounds over a long holding period. On income, AVNM currently yields 2.36% against 8.89% for TYLG.

Holdings Overlap

0.0%overlap

AVNM and TYLG share 0 holdings out of 82 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 TYLG?

AVNM has an expense ratio of 0.31% while TYLG charges 0.60%. AVNM is the cheaper option. On a $10,000 investment, that is $29 per year of difference.

Which performed better, AVNM or TYLG?

Over the past year AVNM returned +29.23% vs +35.14% for TYLG, so TYLG leads on 1-year performance. Over the longest common window we track (3 years), AVNM annualized +22.00% vs +25.51% for TYLG. Past performance does not guarantee future results.

Which is riskier, AVNM or TYLG?

TYLG has been the more volatile fund at 15.9% annualized versus 12.7% for AVNM. Worst drawdown: AVNM -14.0% vs TYLG -24.5%.

Should I hold both AVNM and TYLG?

AVNM and TYLG have a monthly-return correlation of 0.46, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AVNM and TYLG?

AVNM and TYLG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 82 unique securities.

Which pays a higher dividend, AVNM or TYLG?

AVNM yields 2.36% while TYLG yields 8.89%, so TYLG currently pays the higher dividend yield.

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