AVSE vs KF

Quick Verdict

KF delivered stronger 1-year returns. AVSE offers more diversification with 1526 holdings.

Lower Fees: TiedHigher Returns: KFMore Diversified: AVSE

Side-by-Side Comparison

MetricAVSEKFWinner
Expense Ratio0.33%-
AUM$210M$285M
Dividend Yield1.27%1.57%
Holdings4,80352
YTD Return+16.64%+53.08%
1Y Return+32.09%+119.26%
3Y Return (annualized)+22.32%+40.32%
5Y Return (annualized)-+15.17%
Volatility (annualized)18.3%43.4%
Max Drawdown-26.3%-77.0%
Fund FamilyAvantis InvestorsThe Korea Fund, Inc. (KF)
CategoryEquityEquity
InceptionMar 28, 2022Aug 29, 1984

AVSE vs KF Performance

Avantis Responsible Emerging Markets Equity ETF (AVSE) is a ETF from Avantis Investors and The Korea Fund, Inc. (KF) is a ETF from The Korea Fund, Inc. (KF). Over the past year AVSE returned +32.09% while KF returned +119.26%. Year to date, AVSE is up 16.64% versus a gain of 53.08% for KF.

Over three years, AVSE compounded at +22.32% per year against +40.32% for KF. Across the full 4-year window we track, KF has the edge at +16.21% annualized vs +13.12%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

KF has been the more volatile fund, with annualized monthly volatility of 43.4% compared with 18.3% for AVSE. 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 -77.0% for KF. 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 0.86. They usually move together, but the gap leaves some room for diversification.

Holdings Overlap

9.4%overlap

AVSE and KF share 20 holdings out of 1555 unique holdings combined, representing a 9.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AVSEWeight in KFDifference
000660:KR7.29%18.40%11.11%
009150:KR0.56%2.75%2.19%
055550:KR0.35%2.84%2.49%
000270:KRProProPro
028260:KRProProPro
035420:KRProProPro
000720:KRProProPro
298040:KRProProPro
207940:KRProProPro
138930:KRProProPro
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Frequently Asked Questions

Which performed better, AVSE or KF?

Over the past year AVSE returned +32.09% vs +119.26% for KF, so KF leads on 1-year performance. Over the longest common window we track (4 years), AVSE annualized +13.12% vs +16.21% for KF. Past performance does not guarantee future results.

Which is riskier, AVSE or KF?

KF has been the more volatile fund at 43.4% annualized versus 18.3% for AVSE. Worst drawdown: AVSE -26.3% vs KF -77.0%.

Should I hold both AVSE and KF?

AVSE and KF have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AVSE and KF?

AVSE and KF share 20 common holdings with a 9.4% weight overlap. Combined, they hold 1555 unique securities.

Which pays a higher dividend, AVSE or KF?

AVSE yields 1.27% while KF yields 1.57%, so KF currently pays the higher dividend yield.

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