AVIE vs HLGE
Avantis Inflation Focused Equity ETF vs Hartford Longevity Economy ETF
Which is better, AVIE or HLGE?
Each has led over a different period.
AVIE has a lower expense ratio. AVIE led over 1Y, HLGE over the full window.
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 | AVIE | HLGE |
|---|---|---|
| Expense Ratio | 0.25%Best | 0.44% |
| AUM | $13M | $13M |
| Dividend Yield | 1.52% | 1.34% |
| Holdings | 364 | 342 |
| Volatility (annualized) | 14.8%Best | 16.0% |
| Max Drawdown | -12.4%Best | -20.8% |
| $10,000 over 2.7 years | $12,932 | $15,188Best |
| Fund Family | Avantis Investors | Hartford Funds |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Mid Cap Blend |
| Inception | Sep 27, 2022 | Mar 16, 2021 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
The two price series end 478 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. AVIE has data through Oct 14, 2026 and HLGE through Jun 23, 2025.
Volatility and max drawdown, and the $10,000 over 2.7 years row, are measured over the window both funds cover: Sep 29, 2022 to Jun 23, 2025 (2.7 years).
Risk: Volatility and Drawdowns
HLGE has been the more volatile fund, with annualized monthly volatility of 16.0% compared with 14.8% 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 -12.4% for AVIE and -20.8% for HLGE. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AVIE charges 0.25% per year while HLGE charges 0.44%. On a $10,000 position that is $25 vs $44 annually, a gap of $19 per year that compounds over a long holding period. On income, AVIE currently yields 1.52% against 1.34% for HLGE.
You are not choosing between two funds in isolation.
Whichever of AVIE and HLGE 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, AVIE or HLGE?
AVIE has an expense ratio of 0.25% while HLGE charges 0.44%. AVIE is the cheaper option, by $19 a year on a $10,000 investment.
Which is riskier, AVIE or HLGE?
HLGE has been the more volatile fund at 16.0% annualized versus 14.8% for AVIE. Worst drawdown: AVIE -12.4% vs HLGE -20.8%.
Should I hold both AVIE and HLGE?
AVIE and HLGE have a monthly-return correlation of 0.70, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, AVIE or HLGE?
AVIE yields 1.52% while HLGE yields 1.34%, so AVIE currently pays the higher dividend yield.
Is HLGE better than AVIE?
AVIE has a lower expense ratio. AVIE led over 1Y, HLGE over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.