At a glance
Side-by-side comparison
| Metric |
B1SM
Bell Global Emerging Companies Class A Active ETF
|
AVTE
Avantis Emerging Markets Equity Active ETF
|
|---|---|---|
| Snapshot | ||
| Provider |
—
|
Avantis
|
| Tracks index |
—
|
MSCI Emerging Markets Index
|
| Categories |
EM, Market-Cap, Small-Cap, Active
|
EM, Factor
|
| Listed since |
—
|
2024 (2 yrs)
|
| Fund size (AUM) |
$394m
|
$60m
|
| Cost & income | ||
| Management fee |
1.34%
|
0.45%
|
| Dividend yield |
6.96%
|
0%
|
| Franking |
0%
|
0%
|
| Turnover |
—
|
25%
|
| Tax drag | 2.23% | 0.6% |
| Returns |
Tax bracket
|
|
| 1-year return |
-7.8%
net
|
19.6%
net
|
| 3-year return |
0.6%
net
|
—
|
| 5-year return |
-0.7%
net
|
—
|
| 10-year return |
—
|
—
|
| Risk | ||
| Volatility (3y) |
12.6%
|
—
|
| Volatility (5y) |
13.1%
|
—
|
| Volatility (10y) |
—
|
—
|
| Sharpe ratio (3y) |
—
|
—
|
| Sharpe ratio (5y) |
—
|
—
|
| Sharpe ratio (10y) |
—
|
—
|
| Bid/ask spread |
—
|
—
|
marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.
Each fund at a glance
- High 6.96% income yield — good for investors who want regular cash flow.
- Has lagged most peers over 3 years (232nd of 236).
- Top-13% returns over 1 year (41st of 318 ETFs we track).
- Pricier than similar ETFs, which average around 0.39%.
Frequently Asked Questions
B1SM and AVTE are 2 Australian-listed ETFs we compare side by side. AVTE carries the lower management fee (0.45%). Over 1 year, AVTE has delivered the higher total return (19.6% a year). The table above breaks down fees, returns, income and risk for each.
AVTE has the lower management fee at 0.45% a year, versus B1SM 1.34%.
Over the past 1 year, AVTE has delivered the higher total return at 19.6% a year. Past performance is not a reliable indicator of future returns.
B1SM pays the higher at 6.96%. Remember distributions are taxed each year at your marginal rate.
B1SM is the larger fund by assets ($394m). Larger funds are typically more liquid and trade on tighter spreads.
Related comparisons
General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.