AVIG vs FINS
Avantis Core Fixed Income ETF vs Angel Oak Financial Strategies Income Term Trust
Which is better, AVIG or FINS?
FINS has been ahead.
FINS led over 1Y, 3Y, 5Y and 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 | AVIG | FINS |
|---|---|---|
| Expense Ratio | 0.15% | - |
| AUM | $2.0B | $434M |
| Dividend Yield | 4.54% | 10.60% |
| Holdings | 1,720 | 242 |
| YTD Return | -3.03% | -2.43%Best |
| 1Y Return | -2.70% | +0.95%Best |
| 3Y Return (annualized) | +4.63% | +10.09%Best |
| 5Y Return (annualized) | -0.64% | +2.59%Best |
| Volatility (annualized) | 6.6%Best | 8.4% |
| Max Drawdown | -19.7%Best | -26.4% |
| $10,000 over 5 years | $9,684 | $11,364Best |
| Fund Family | Avantis Investors | Angel Oak Capital Advisors |
| Category | Fixed Income | Fixed Income |
| Inception | Oct 13, 2020 | May 29, 2019 |
Not shown on this pair: Top 10 Weight, Style.
Volatility and max drawdown are measured over the window both funds cover: Oct 15, 2020 to Oct 14, 2026 (6 years).
AVIG vs FINS 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 6 years both funds cover.
AVIG vs FINS Performance
Avantis Core Fixed Income ETF (AVIG) is an ETF from Avantis Investors and Angel Oak Financial Strategies Income Term Trust (FINS) is an ETF from Angel Oak Capital Advisors. Over the past year AVIG returned -2.70% while FINS returned +0.95%. Year to date, AVIG is down 3.03% versus a loss of 2.43% for FINS.
Over three years, AVIG compounded at +4.63% per year against +10.09% for FINS; over five years the annualized figures are -0.64% and +2.59% respectively. Across the full 6-year window we track, FINS has the edge at +2.88% annualized vs -0.70%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FINS has been the more volatile fund, with annualized monthly volatility of 8.4% compared with 6.6% for AVIG. 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 -19.7% for AVIG and -26.4% for FINS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.50. They move together some of the time, and apart the rest.
Holdings Overlap
We hold position weights for 739 holdings in AVIG and 63 in FINS, totalling 96.5% and 37.4% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
The two holdings books were reported 47 days apart, AVIG as of Sep 16, 2026 and FINS as of Jul 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.
0 positions in common, counted across the 739 positions we hold weights for in AVIG and 63 in FINS, against full books of 1,720 and 242.
You are not choosing between two funds in isolation.
Whichever of AVIG and FINS 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 performed better, AVIG or FINS?
Over the past year AVIG returned -2.70% vs +0.95% for FINS, so FINS leads on 1-year performance. Over the longest common window we track (6 years), AVIG annualized -0.70% vs +2.88% for FINS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AVIG or FINS?
FINS has been the more volatile fund at 8.4% annualized versus 6.6% for AVIG. Worst drawdown: AVIG -19.7% vs FINS -26.4%.
Should I hold both AVIG and FINS?
AVIG and FINS have a monthly-return correlation of 0.50, 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, AVIG or FINS?
AVIG yields 4.54% while FINS yields 10.60%, so FINS currently pays the higher dividend yield.
Is FINS better than AVIG?
FINS led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.