AAVM vs AVTM

AAVMBAlpha Architect Global Factor Equity ETF

AVTMAAvantis Total Equity Markets ETF 1

In short

AAVM Four Alpha Architect quant sleeves in one ticker: the cheapest stocks and the strongest-momentum stocks, US and developed international. Active global factor exposure at 0.38% a year.

AVTM Avantis' one-ticket world stock market: roughly 1,700 holdings, U.S. names owned directly and the overseas sleeves held through sister Avantis funds, all tilted toward cheaper, more profitable companies.

Stated mandate

AAVM The Fund seeks long-term capital appreciation.

AVTM Seeks long-term capital appreciation through a broadly diversified total-market equity allocation, using individual securities and Avantis ETFs while emphasizing securities expected to offer higher returns or better risk characteristics than a passive market-capitalization-weighted index.

Why people hold it

• AAVM Charges 0.38% a year, below the typical fee among actively managed global equity funds in its peer group.
• A fund-of-funds wrapper: US value, US momentum, international value and international momentum, bought in one trade instead of four.alphaarchitect.comsec.gov
• Targets the cheap end and the momentum leaders of developed markets rather than a watered-down tilt, and rebalances often to keep that exposure on.alphaarchitect.com
• Trading since 2017, so the strategy has a live record, and it sits in the upper half of its active global equity cohort.

• AVTM Costs 0.22% net of a fee waiver (0.23% gross), a notch under stablemate AVGE at 0.23% and below the typical fee in its category.
• Owns U.S. companies directly rather than only stacking funds, then uses Avantis ETFs for developed and emerging markets abroad. One ticket, all market caps.sec.gov
• Benchmarked to 85% Russell 3000 and 15% MSCI ACWI ex-US IMI: a deliberately U.S.-heavy world portfolio, not a global cap-weight split.avantisinvestors.com
• One of the stronger builds in a crowded field of actively managed global equity funds.

Worth knowing

• AAVM Small fund, thin volume. Spreads can be wide, so patient limit orders matter more here than with a mega-cap index fund.
• Concentrated by design: the sleeves hold a short list of names, so returns can diverge sharply from a global index in either direction.sec.gov
• Cash comes once or twice a year, not monthly. The mandate is long-term capital appreciation, not an income stream.

• AVTM Avantis flags that much of the starting portfolio sits on a low tax basis, so the fund may realize and distribute more capital gains than other ETFs.avantisinvestors.com
• Trades thinly next to the index giants in its category, so spreads and order size matter more here.
• Launched January 2026, so the history is short, and with no index to follow the portfolio reflects Avantis' own valuation and profitability tilts.sec.gov

Full AAVM profile⁠

Full AVTM profile⁠