AVSE vs IGBH
Avantis Responsible Emerging Markets Equity ETF vs iShares Interest Rate Hedged Long-Term Corporate Bond ETF
Quick Verdict
IGBH has a lower expense ratio. AVSE delivered stronger 1-year returns. AVSE offers more diversification with 1526 holdings.
Side-by-Side Comparison
| Metric | AVSE | IGBH | Winner |
|---|---|---|---|
| Expense Ratio | 0.33% | 0.14% | |
| AUM | $210M | $203M | |
| Dividend Yield | 1.27% | 5.68% | |
| Holdings | 4,803 | 4,130 | |
| YTD Return | +19.32% | +1.56% | |
| 1Y Return | +32.25% | +5.34% | |
| 3Y Return (annualized) | +23.53% | +7.50% | |
| 5Y Return (annualized) | - | +5.31% | |
| Volatility (annualized) | 18.4% | 7.5% | |
| Max Drawdown | -26.3% | -38.9% | |
| Fund Family | Avantis Investors | iShares by BlackRock (US) | |
| Category | Equity | Fixed Income | |
| Inception | Mar 28, 2022 | Jul 22, 2015 |
AVSE vs IGBH Performance
Avantis Responsible Emerging Markets Equity ETF (AVSE) is a ETF from Avantis Investors and iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) is a ETF from iShares by BlackRock (US). Over the past year AVSE returned +32.25% while IGBH returned +5.34%. Year to date, AVSE is up 19.32% versus a gain of 1.56% for IGBH.
Over three years, AVSE compounded at +23.53% per year against +7.50% for IGBH. Across the full 4-year window we track, AVSE has the edge at +13.68% annualized vs +2.85%. 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 7.5% for IGBH. 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 -38.9% for IGBH. 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 IGBH charges 0.14%. On a $10,000 position that is $33 vs $14 annually, a gap of $19 per year that compounds over a long holding period. On income, AVSE currently yields 1.27% against 5.68% for IGBH.
Holdings Overlap
AVSE and IGBH share 0 holdings out of 1602 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 IGBH?
AVSE has an expense ratio of 0.33% while IGBH charges 0.14%. IGBH is the cheaper option. On a $10,000 investment, that is $19 per year of difference.
Which performed better, AVSE or IGBH?
Over the past year AVSE returned +32.25% vs +5.34% for IGBH, so AVSE leads on 1-year performance. Over the longest common window we track (4 years), AVSE annualized +13.68% vs +2.85% for IGBH. Past performance does not guarantee future results.
Which is riskier, AVSE or IGBH?
AVSE has been the more volatile fund at 18.4% annualized versus 7.5% for IGBH. Worst drawdown: AVSE -26.3% vs IGBH -38.9%.
Should I hold both AVSE and IGBH?
AVSE and IGBH 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 IGBH?
AVSE and IGBH share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1602 unique securities.
Which pays a higher dividend, AVSE or IGBH?
AVSE yields 1.27% while IGBH yields 5.68%, so IGBH currently pays the higher dividend yield.
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