AVUC vs YLDE

AVUC vs YLDE

Which is better, AVUC or YLDE?

AVUC costs less.

AVUC has a lower expense ratio. AVUC is less concentrated, with 36.4% of the fund in its ten largest positions against 50.3%.

Lower Fees: AVUCLess Concentrated: AVUC

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricAVUCYLDE
Expense Ratio0.17%Best0.48%
AUM-$177M
Dividend Yield0.00%7.23%
Holdings1,568114
YTD Return-0.65%+12.34%Best
1Y Return-+15.89%
3Y Return (annualized)-+17.35%
5Y Return (annualized)-+10.55%
Top 10 Weight36.4%Best50.3%
Fund FamilyAvantis InvestorsFranklin Templeton Investments (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionOct 13, 2026May 22, 2017

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

AVUC vs YLDE growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare AVUC against instead:AVUC vs SPYAVUC vs QQQAVUC vs VOOAVUC vs VTIYLDE against:YLDE vs VXUS

AVUC vs YLDE Performance

Avantis US Core Equity ETF (AVUC) is an ETF from Avantis Investors and Franklin ClearBridge Enhanced Income ETF (YLDE) is an ETF from Franklin Templeton Investments (US). Year to date, AVUC is down 0.65% versus a gain of 12.34% for YLDE.

Past performance does not guarantee future results.

Fees and Cost Over Time

AVUC charges 0.17% per year while YLDE charges 0.48%. On a $10,000 position that is $17 vs $48 annually, a gap of $31 per year that compounds over a long holding period. On income, AVUC currently yields 0.00% against 7.23% for YLDE.

Holdings Overlap

AVUC already in YLDE10.1%
YLDE already in AVUC86.8%

10.1% of AVUC's money is in holdings YLDE also owns. 86.8% of YLDE's money is in holdings AVUC also owns.

Most of YLDE is already inside AVUC. Owning both mostly buys the same companies twice.

40 positions in common, counted across the 1,568 positions we hold weights for in AVUC and 58 in YLDE, against full books of 1,568 and 114.

What only one of them owns

Our book lists 6 positions for YLDE that do not appear in our book for AVUC (4.5% of the fund), and 530 for AVUC that do not appear in YLDE (86.5%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in AVUCWeight in YLDEDifference
AMZNAmazon.Com Inc1.69%10.83%9.14%
SHOP:CAShopify Inc Class A0.07%12.12%12.05%
METAMeta Platform Inc1.07%4.68%3.61%
MAMastercard Inc1.44%3.28%1.84%
GOOGLAlphabet Inc., Class A1.05%3.62%2.57%
WMTWalmart, Inc.0.91%2.96%2.05%
VVisa Inc - Class A Shares1.10%2.56%1.46%
EBAYEbay Inc.0.21%3.31%3.10%
MELIMercadolibre Inc0.14%3.28%3.14%
DASHDoordash Inc0.08%3.17%3.09%

86.8% of YLDE is already inside AVUC.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

AVUCYLDE

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Frequently Asked Questions

Which is cheaper, AVUC or YLDE?

AVUC has an expense ratio of 0.17% while YLDE charges 0.48%. AVUC is the cheaper option, by $31 a year on a $10,000 investment.

What is the holdings overlap between AVUC and YLDE?

86.8% of YLDE's money is in holdings AVUC also owns. 86.8% of YLDE's is in holdings AVUC also owns. They hold 40 positions in common, counted across the 1,568 positions we hold weights for in AVUC and 58 in YLDE.

Which pays a higher dividend, AVUC or YLDE?

AVUC yields 0.00% while YLDE yields 7.23%, so YLDE currently pays the higher dividend yield.

Is YLDE better than AVUC?

AVUC has a lower expense ratio. AVUC is less concentrated, with 36.4% of the fund in its ten largest positions against 50.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.