AVGV vs. DFNL ETF Comparison
Comparison of Avantis All Equity Markets Value ETF (AVGV) to Davis Select Financial ETF (DFNL)
AVGV
Avantis All Equity Markets Value ETF
AVGV Description
Under normal market conditions, the fund will invest at least 80% of its assets in equity ETFs. The fund is a "fund of funds," meaning that it seeks to achieve its objective by investing in other Avantis ETFs (collectively, the underlying funds). The underlying funds represent a broadly diversified basket of equity securities that seek to select or overweight securities that are expected to have higher returns or better risk characteristics than a passive, market-cap weighted index.
Grade (RS Rating)
Last Trade
$57.92
Average Daily Volume
11,600
6
DFNL
Davis Select Financial ETF
DFNL Description
The investment seeks long-term growth of capital. The fund's investment adviser, uses the Davis Investment Discipline to invest, under normal market conditions, at least 80% of its net assets plus any borrowings for investment purposes in securities issued by companies principally engaged in the financial services sector. The fund's portfolio, generally, contains between 15 and 35 companies. It invests, principally, in common stocks. The fund may invest in large, medium or small companies without regard to market capitalization and may invest in issuers in foreign countries, including countries with developed or emerging markets. It is non-diversified.Grade (RS Rating)
Last Trade
$34.08
Average Daily Volume
6,117
20
Performance
Period | AVGV | DFNL |
---|---|---|
30 Days | 1.52% | 3.22% |
60 Days | -0.10% | 2.87% |
90 Days | 2.33% | 5.49% |
12 Months | 15.20% | 21.49% |
0 Overlapping Holdings
Symbol | Grade | Weight in AVGV | Weight in DFNL | Overlap |
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AVGV Underweight 20 Positions Relative to DFNL
AVGV: Top Represented Industries & Keywords
DFNL: Top Represented Industries & Keywords