ACTS vs AVTM

ACTSCFIS Tactical Equity ETF

AVTMAAvantis Total Equity Markets ETF 1

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.

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

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.

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

• 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.

• 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

• 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.

• 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 ACTS profile⁠

Full AVTM profile⁠