AVSE vs TLTP

AVSE vs TLTP
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

AVSE has a lower expense ratio. AVSE delivered stronger 1-year returns. AVSE offers more diversification with 2,438 holdings.

Lower Fees: AVSEHigher Returns: AVSEMore Diversified: AVSE

Side-by-Side Comparison

MetricAVSETLTPWinner
Expense Ratio0.33%0.39%
AUM$221M$25M
Dividend Yield2.16%15.05%
Holdings2,4385
YTD Return+19.26%-8.91%
1Y Return+34.08%-6.89%
3Y Return (annualized)+24.17%-
5Y Return (annualized)--
Volatility (annualized)18.4%8.7%
Max Drawdown-26.3%-13.3%
Fund FamilyAvantis InvestorsAmplify ETFs
CategoryEquityAlternative
InceptionMar 28, 2022Oct 29, 2024

AVSE vs TLTP Performance

Avantis Responsible Emerging Markets Equity ETF (AVSE) is a ETF from Avantis Investors and Amplify TLT US Treasury 12% Option Income ETF (TLTP) is a ETF from Amplify ETFs. Over the past year AVSE returned +34.08% while TLTP returned -6.89%. Year to date, AVSE is up 19.26% versus a loss of 8.91% for TLTP.

Risk: Volatility and Drawdowns

AVSE has been the more volatile fund, with annualized monthly volatility of 18.4% compared with 8.7% for TLTP. 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 -13.3% for TLTP. 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 0.40. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AVSE charges 0.33% per year while TLTP charges 0.39%. On a $10,000 position that is $33 vs $39 annually, a gap of $6 per year that compounds over a long holding period. On income, AVSE currently yields 2.16% against 15.05% for TLTP.

Holdings Overlap

0.0%overlap

AVSE and TLTP share 0 holdings out of 1530 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 TLTP?

AVSE has an expense ratio of 0.33% while TLTP charges 0.39%. AVSE is the cheaper option. On a $10,000 investment, that is $6 per year of difference.

Which performed better, AVSE or TLTP?

Over the past year AVSE returned +34.08% vs -6.89% for TLTP, so AVSE leads on 1-year performance. Over the longest common window we track (2 years), AVSE annualized +13.60% vs -5.03% for TLTP. Past performance does not guarantee future results.

Which is riskier, AVSE or TLTP?

AVSE has been the more volatile fund at 18.4% annualized versus 8.7% for TLTP. Worst drawdown: AVSE -26.3% vs TLTP -13.3%.

Should I hold both AVSE and TLTP?

AVSE and TLTP have a monthly-return correlation of 0.40, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AVSE and TLTP?

AVSE and TLTP share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1530 unique securities.

Which pays a higher dividend, AVSE or TLTP?

AVSE yields 2.16% while TLTP yields 15.05%, so TLTP currently pays the higher dividend yield.

Get Full ETF Analytics

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

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free