AMID vs AVIE
Argent Mid Cap ETF vs Avantis Inflation Focused Equity ETF
Which is better, AMID or AVIE?
AVIE has been ahead.
AVIE has a lower expense ratio. AVIE led over 1Y, 3Y and the full window. AVIE is less concentrated, with 31.2% of the fund in its ten largest positions against 31.5%.
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
| Metric | AMID | AVIE |
|---|---|---|
| Expense Ratio | 0.52% | 0.25%Best |
| AUM | $119M | $13M |
| Dividend Yield | 0.33% | 1.52% |
| Holdings | 48 | 364 |
| YTD Return | +7.28% | +24.36%Best |
| 1Y Return | +6.87% | +30.92%Best |
| 3Y Return (annualized) | +12.21% | +14.43%Best |
| Volatility (annualized) | 17.3% | 13.8%Best |
| Max Drawdown | -23.1% | -12.4%Best |
| $10,000 over 4 years | $17,140 | $17,575Best |
| Top 10 Weight | 31.5% | 31.2%Best |
| Fund Family | Alpha Architect | Avantis Investors |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Mid Cap Blend |
| Inception | Aug 17, 2022 | Sep 27, 2022 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 4 years row, are measured over the window both funds cover: Sep 29, 2022 to Oct 14, 2026 (4 years).
AMID vs AVIE 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 covers the 4 years both funds cover.
AMID vs AVIE Performance
Argent Mid Cap ETF (AMID) is an ETF from Alpha Architect and Avantis Inflation Focused Equity ETF (AVIE) is an ETF from Avantis Investors. Over the past year AMID returned +6.87% while AVIE returned +30.92%. Year to date, AMID is up 7.28% versus a gain of 24.36% for AVIE.
Over three years, AMID compounded at +12.21% per year against +14.43% for AVIE. Across the full 4-year window we track, AVIE has the edge at +15.14% annualized vs +14.42%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AMID has been the more volatile fund, with annualized monthly volatility of 17.3% compared with 13.8% for AVIE. 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 -23.1% for AMID and -12.4% for AVIE. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.54. They move together some of the time, and apart the rest.
Fees and Cost Over Time
AMID charges 0.52% per year while AVIE charges 0.25%. On a $10,000 position that is $52 vs $25 annually, a gap of $27 per year that compounds over a long holding period. On income, AMID currently yields 0.33% against 1.52% for AVIE.
Holdings Overlap
9.6% of AMID's money is in holdings AVIE also owns. 1.3% of AVIE's money is in holdings AMID also owns.
AMID and AVIE share little of their money.
5 positions in common, counted across the 47 positions we hold weights for in AMID and 357 in AVIE, against full books of 48 and 364.
What only one of them owns
Our book lists 318 positions for AVIE that do not appear in our book for AMID (95.6% of the fund), and 39 for AMID that do not appear in AVIE (84.5%).
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.
You are not choosing between two funds in isolation.
Whichever of AMID and AVIE you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AMID or AVIE?
AMID has an expense ratio of 0.52% while AVIE charges 0.25%. AVIE is the cheaper option, by $27 a year on a $10,000 investment.
Which performed better, AMID or AVIE?
Over the past year AMID returned +6.87% vs +30.92% for AVIE, so AVIE leads on 1-year performance. Over the longest common window we track (4 years), AMID annualized +14.42% vs +15.14% for AVIE. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AMID or AVIE?
AMID has been the more volatile fund at 17.3% annualized versus 13.8% for AVIE. Worst drawdown: AMID -23.1% vs AVIE -12.4%.
Should I hold both AMID and AVIE?
AMID and AVIE have a monthly-return correlation of 0.54, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between AMID and AVIE?
9.6% of AMID's money is in holdings AVIE also owns. 1.3% of AVIE's is in holdings AMID also owns. They hold 5 positions in common, counted across the 47 positions we hold weights for in AMID and 357 in AVIE.
Which pays a higher dividend, AMID or AVIE?
AMID yields 0.33% while AVIE yields 1.52%, so AVIE currently pays the higher dividend yield.
Is AVIE better than AMID?
AVIE has a lower expense ratio. AVIE led over 1Y, 3Y and the full window. AVIE is less concentrated, with 31.2% of the fund in its ten largest positions against 31.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.