ACTS vs AVGE

ACTSCFIS Tactical Equity ETF

AVGEAAvantis All Equity Markets ETF

In short

ACTS A Christian-values stock screen with a risk dial bolted on: ACTS runs an actively managed global equity book and shifts exposure as the adviser reads macro events, market breadth and volatility.

AVGE Avantis's whole-world equity portfolio in one ticker: a fund built from its own factor ETFs across US, developed and emerging markets, tilted toward smaller and cheaper stocks, at 0.23% a year with no waiver involved.

Stated mandate

ACTS The Fund seeks long-term capital growth in rising markets while seeking to protect capital during market drawdowns. It is an actively managed ETF investing at least 80% of net assets in equity securities, including domestic and international issuers and emerging-market companies.

AVGE The fund seeks long-term capital appreciation through a broadly diversified equity portfolio. It invests directly or through Avantis ETFs and emphasizes companies expected to offer higher returns or better risk characteristics than a passive, market-cap-weighted index.

Why people hold it

• ACTS Two jobs, one ticker: biblical exclusion screening plus a tactical dial that adjusts exposure based on the adviser's read of macro events, market breadth and volatility.businesswire.comsec.gov
• Global by design, not by accident: US and international companies including emerging markets, with foreign names generally held through ADRs and GDRs.sec.gov
• Stock selection starts with a quantitative screen spanning value, quality, growth, momentum and low volatility rather than a manager's hunch.
• The 0.69% expense ratio sits right at the median for actively managed global equity funds, so the faith screen and the tactical work carry no premium within that group.

• AVGE One ticker, the whole map: it owns a series of other Avantis ETFs spanning US, developed international and emerging markets.avantisinvestors.com
• 0.23% a year, below the typical global active equity fund, and that is the real number, not a temporary waiver.
• No closet indexing. The mandate emphasizes companies Avantis expects to offer higher returns or better risk traits than a passive, cap-weighted index.ifa.com
• Sits among the strongest implementations in its global active equity peer group, and it pays shareholders quarterly.

Worth knowing

• ACTS That 0.69% is median for active peers but far above index-style global options such as GSWO (0.15%) and AVGE (0.25%). The tactical layer has to justify the gap.
• Launched in March 2026, so the defensive playbook has not yet run through a full market cycle.
• Trading has been thin since launch, so bid-ask spreads can run wider than at the big global index funds.

• AVGE At the fund level you hold a handful of Avantis ETFs, so the stock-level diversification is look-through and one firm's research drives the entire stack.avantisinvestors.com
• The prospectus targets roughly 70% US equity (band 63% to 77%), so the geographic mix follows Avantis's policy rather than global market weights.ifa.com
• A close sibling, AVTM, covers total equity markets at 0.22% with no waiver attached.

Full ACTS profile⁠

Full AVGE profile⁠