AVSE vs FTGS

Quick Verdict

AVSE has a lower expense ratio. AVSE delivered stronger 1-year returns. AVSE offers more diversification with 1526 holdings.

Lower Fees: AVSEHigher Returns: AVSEMore Diversified: AVSE

Side-by-Side Comparison

MetricAVSEFTGSWinner
Expense Ratio0.33%0.60%
AUM$210M$1.3B
Dividend Yield1.27%0.09%
Holdings4,80351
YTD Return+18.68%+13.02%
1Y Return+32.87%+14.71%
3Y Return (annualized)+23.33%+18.46%
5Y Return (annualized)--
Volatility (annualized)18.4%14.6%
Max Drawdown-26.3%-20.0%
Fund FamilyAvantis InvestorsFirst Trust Portfolios (US)
CategoryEquityEquity
InceptionMar 28, 2022Oct 25, 2022

AVSE vs FTGS Performance

Avantis Responsible Emerging Markets Equity ETF (AVSE) is a ETF from Avantis Investors and First Trust Growth Strength ETF (FTGS) is a ETF from First Trust Portfolios (US). Over the past year AVSE returned +32.87% while FTGS returned +14.71%. Year to date, AVSE is up 18.68% versus a gain of 13.02% for FTGS.

Over three years, AVSE compounded at +23.33% per year against +18.46% for FTGS. Across the full 4-year window we track, FTGS has the edge at +19.91% annualized vs +13.55%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AVSE has been the more volatile fund, with annualized monthly volatility of 18.4% compared with 14.6% for FTGS. 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 -26.3% for AVSE and -20.0% for FTGS. 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 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AVSE charges 0.33% per year while FTGS charges 0.60%. On a $10,000 position that is $33 vs $60 annually, a gap of $27 per year that compounds over a long holding period. On income, AVSE currently yields 1.27% against 0.09% for FTGS.

Holdings Overlap

0.0%overlap

AVSE and FTGS share 0 holdings out of 1576 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, AVSE or FTGS?

AVSE has an expense ratio of 0.33% while FTGS charges 0.60%. AVSE is the cheaper option. On a $10,000 investment, that is $27 per year of difference.

Which performed better, AVSE or FTGS?

Over the past year AVSE returned +32.87% vs +14.71% for FTGS, so AVSE leads on 1-year performance. Over the longest common window we track (4 years), AVSE annualized +13.55% vs +19.91% for FTGS. Past performance does not guarantee future results.

Which is riskier, AVSE or FTGS?

AVSE has been the more volatile fund at 18.4% annualized versus 14.6% for FTGS. Worst drawdown: AVSE -26.3% vs FTGS -20.0%.

Should I hold both AVSE and FTGS?

AVSE and FTGS have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AVSE and FTGS?

AVSE and FTGS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1576 unique securities.

Which pays a higher dividend, AVSE or FTGS?

AVSE yields 1.27% while FTGS yields 0.09%, so AVSE currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.