AVSE vs HCOM

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

MetricAVSEHCOMWinner
Expense Ratio0.33%0.59%
AUM$210M$9M
Dividend Yield1.27%10.95%
Holdings4,80355
YTD Return+17.09%+0.71%
1Y Return+32.20%-4.90%
3Y Return (annualized)+21.99%-6.95%
5Y Return (annualized)--
Volatility (annualized)18.3%14.7%
Max Drawdown-26.3%-28.8%
Fund FamilyAvantis InvestorsHartford Funds
CategoryEquityCommodity
InceptionMar 28, 2022Sep 14, 2021

AVSE vs HCOM Performance

Avantis Responsible Emerging Markets Equity ETF (AVSE) is a ETF from Avantis Investors and Hartford Schroders Commodity Strategy ETF (HCOM) is a ETF from Hartford Funds. Over the past year AVSE returned +32.20% while HCOM returned -4.90%. Year to date, AVSE is up 17.09% versus a gain of 0.71% for HCOM.

Over three years, AVSE compounded at +21.99% per year against -6.95% for HCOM. Across the full 4-year window we track, AVSE has the edge at +13.25% annualized vs +0.68%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AVSE has been the more volatile fund, with annualized monthly volatility of 18.3% compared with 14.7% for HCOM. 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 -28.8% for HCOM. 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

AVSE charges 0.33% per year while HCOM charges 0.59%. On a $10,000 position that is $33 vs $59 annually, a gap of $26 per year that compounds over a long holding period. On income, AVSE currently yields 1.27% against 10.95% for HCOM.

Frequently Asked Questions

Which is cheaper, AVSE or HCOM?

AVSE has an expense ratio of 0.33% while HCOM charges 0.59%. AVSE is the cheaper option. On a $10,000 investment, that is $26 per year of difference.

Which performed better, AVSE or HCOM?

Over the past year AVSE returned +32.20% vs -4.90% for HCOM, so AVSE leads on 1-year performance. Over the longest common window we track (4 years), AVSE annualized +13.25% vs +0.68% for HCOM. Past performance does not guarantee future results.

Which is riskier, AVSE or HCOM?

AVSE has been the more volatile fund at 18.3% annualized versus 14.7% for HCOM. Worst drawdown: AVSE -26.3% vs HCOM -28.8%.

Should I hold both AVSE and HCOM?

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

Which pays a higher dividend, AVSE or HCOM?

AVSE yields 1.27% while HCOM yields 10.95%, so HCOM currently pays the higher dividend yield.

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