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AAAA vs AVMA

Amplius Aggressive Asset Allocation ETF vs Avantis Moderate Allocation ETF

AAAA

Amplius Aggressive Asset Allocation ETF

Annual cost

0.49%

Fund size

$281M

AVMA

Avantis Moderate Allocation ETF

Annual cost

0.21%

Fund size

$69M

Key differences

Both AAAA and AVMA are mixed asset ETFs. AAAA charges 0.49% a year and AVMA 0.21%. The main difference: AAAA follows a tactical allocation strategy; AVMA uses active selection.

  • AAAA follows a tactical allocation strategy; AVMA uses active selection.
  • AVMA costs 0.28% less per year.
  • AAAA is much larger than AVMA. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

AAAAAVMA
Annual cost (TER)0.49%0.21%
Fund size (AUM)$281M$69M
Since20252023
Dividend yield2.34%
Asset classmixed assetmixed asset
Regionnorth america
Strategytactical allocationactive selection
CAGR 1YN/A+23.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.35%
Max drawdown-7.83%-11.81%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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