GET DAILY SIGNALSAVIV vs VYMI: Contrasting Active Value Tilt With Passive High-Dividend International Exposure
Key Takeaways
- AVIV is an actively managed international large-cap value fund, while VYMI is a passive, index-tracking international high-dividend-yield fund — two different routes to international value and income exposure.
- VYMI is dramatically cheaper at a 0.07% expense ratio versus 0.25% for AVIV, and it holds roughly 1,560 stocks versus about 600 for AVIV.
- Both funds lean heavily into financials and developed non-U.S. markets such as Japan and the United Kingdom, but AVIV applies a deeper, profitability-adjusted value tilt, while VYMI screens purely on dividend yield.
- AVIV has shown stronger recent performance, benefiting from a concentrated value-and-momentum tilt, whereas VYMI offers broader diversification and a higher income orientation.
- Tickeron AI Verdict: AVIV is the current favored ticker, reflecting stronger trend consistency, active factor positioning, and relative momentum.
Why These Two Funds Draw Attention
Investors looking for exposure outside the U.S. often consider international value and dividend strategies. AVIV and VYMI both focus on developed-market large-cap equities with a value bias, so they can appear interchangeable at first glance. In practice they follow distinct paths: one relies on active factor management and the other on low-cost index tracking of high-yielding names. This comparison looks at their structures, holdings, costs, and positioning to clarify which approach may suit different investor needs right now.
AVIV: An Active, Profitability-Adjusted Value Strategy
AVIV, run by Avantis Investors, selects non-U.S. developed-market large-cap companies trading at discounts to book value and earnings. The process incorporates profitability and momentum signals alongside the value screen. The fund holds around 600 securities. Leading positions include Banco Bilbao Vizcaya Argentaria (BBVA), Safran, Shell (SHEL), Roche Holding, Rolls-Royce Holdings, BHP Group (BHP), Zurich Insurance Group, Toronto-Dominion Bank, UBS Group (UBS), and BP (BP).
Financials dominate the sector mix, followed by energy, industrials, and materials. Geographic weights concentrate in Japan, the United Kingdom, Canada, Germany, and France. The expense ratio stands at 0.25% with low turnover. I also checked this using Tickeron’s AI Screener to see how the stock compares to others in the industry. The fund’s edge lies in its rules-based active tilt rather than simple index replication.
VYMI: Low-Cost Passive Exposure to High Dividend Yields
VYMI tracks the FTSE All-World ex U.S. High Dividend Yield Index. The index selects the top half of non-U.S. stocks by expected 12-month dividend yield (excluding REITs) and weights by market cap. This creates a diversified basket of roughly 1,560 holdings at an expense ratio of 0.07%.
Top holdings feature HSBC Holdings (HSBC), Roche Holding, Royal Bank of Canada (RY), Novartis (NVS), Shell (SHEL), Nestlé, Mitsubishi UFJ Financial Group, BHP Group (BHP), Banco Santander (SAN), and Toyota Motor (TM). Financials lead the sector allocation, followed by industrials, consumer staples, and health care. Japan and the United Kingdom carry the largest country weights, with additional exposure to Switzerland, Canada, Australia, and China. The fund distributes quarterly and appeals to income-focused investors who value broad diversification and minimal costs.
Market Themes Shaping Both Funds
These ETFs sit at the overlap of international diversification and value investing. Non-U.S. equities have attracted renewed interest amid stretched U.S. valuations. Both portfolios carry sizable financials and energy exposure, sectors that have responded to steadier interest-rate conditions and disciplined capital returns from global banks and energy producers. Headwinds such as a firm U.S. dollar, uneven European growth, and regional geopolitical risks remain relevant. Dividend strategies like VYMI continue to draw income demand, while value-oriented approaches like AVIV capture momentum in cyclical areas.
Recent Performance and Portfolio Positioning
Over recent weeks and months AVIV has generally led VYMI, consistent with stronger results from deeper-value and cyclical names versus the wider high-dividend group. AVIV’s active emphasis on energy, financials, and industrials heightens sensitivity to value rotations and earnings cycles of its holdings. VYMI delivers more stable relative results through its much larger, market-cap-weighted holdings, which reduce single-stock and sector concentration while also limiting upside in sharp value rallies. In essence, AVIV offers higher-conviction factor exposure, while VYMI provides a lower-cost, income-oriented baseline. From what I see, investors are effectively choosing between momentum-tilted value and broadly diversified dividend yield.
Tickeron’s AI Screener in Practice
In my own analysis I regularly turn to Tickeron’s AI Screener to compare ETFs like these. The tool lets me apply filters for technical patterns, fundamentals, trends, volatility, and AI signals across thousands of securities. It surfaces ideas and relative positioning far more quickly than manual work. I find it helpful for quickly checking how AVIV and VYMI stack up against peers on momentum and sector exposure before making allocation decisions.
Tickeron AI Verdict
Based on structural and trend factors, Tickeron’s AI currently favors AVIV. The fund pairs a disciplined, profitability-adjusted value process with stronger recent trend consistency and relative momentum in its energy, financial, and industrial holdings. While VYMI holds clear advantages in cost and diversification breadth, the probabilistic weighting of momentum, factor exposure, and sector leadership currently tilts the assessment toward AVIV. This remains a data-informed view rather than investment advice.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
VYMI in -2.77% downward trend, declining for three consecutive days on November 06, 2026
Moving lower for three straight days is viewed as a bearish sign. Keep an eye on this stock for future declines. Considering data from situations where VYMI declined for three days, in 187 of 252 cases, the price declined further within the following month. The odds of a continued downward trend are 74%.
Technical Analysis (Indicators)
Bearish Trend Analysis
VYMI broke above its upper Bollinger Band on November 04, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Bullish Trend Analysis
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 50 of 58 cases where VYMI's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 86%.
The Momentum Indicator moved above the 0 level on November 09, 2026. You may want to consider a long position or call options on VYMI as a result. In 58 of 75 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 77%.
The Moving Average Convergence Divergence (MACD) for VYMI just turned positive on October 15, 2026. Looking at past instances where VYMI's MACD turned positive, the stock continued to rise in 39 of 46 cases over the following month. The odds of a continued upward trend are 85%.
VYMI moved above its 50-day moving average on November 09, 2026 date and that indicates a change from a downward trend to an upward trend.
Following a +1.03% 3-day Advance, the price is estimated to grow further. Considering data from situations where VYMI advanced for three days, in 281 of 335 cases, the price rose further within the following month. The odds of a continued upward trend are 84%.
The Aroon Indicator entered an Uptrend today. In 303 of 373 cases where VYMI Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 81%.
Notable companies
Industry description
Market Cap
High and low price notable news
Volume
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Advertisement
Advertisement