AVGE ranks 1st of 44 funds in the Global Active Equity Category.
ARIA vs AVGE
AVGE −0.55pt a year
0.78%0.23%
AVGE 276.7×the volume
29982.7K
ARIA vs AVGE Performance
−12.3%−1.0%
- ARIA 0.78%
- AVGE 0.23%, better
- ARIA $11M
- AVGE $1.26B
- ARIA
- AVGE +18.9%
- ARIA
- AVGE 1.75%
- ARIA 32
- AVGE 16
- ARIA 299 sh
- AVGE 82.7K sh, better
- ARIA $23.13
- AVGE $98.29
ETF.net Grade
- —ARIANot yet graded
| Pillar | ARIA | AVGE |
|---|---|---|
| Cost | A95 | |
| Mission | A74 | |
| Risk | A72 | |
| Tradability | A83 | |
| Holdings | D35 | |
| Durability | A78 |
Rank among Global Active Equity funds
Our read on each fund
ARIA—
AVGEA
In short
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
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
Worth knowing
ARIA vs AVGE Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
ARIA vs AVGE Cost
Overpaying ARIA vs AVGE
$10,243
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
ARIA 0.78%
$15,002
AVGE 0.23%
$4,759
Cost over time
Year by year
| Year | ARIA | AVGE | Overpaying |
|---|---|---|---|
| 10 | $1,388 | $419 | $969 |
| 20 | $5,268 | $1,630 | $3,638 |
| 30 | $15,002 | $4,759 | $10,243 |
- 0.78%ARIA
- 0.23%AVGE, cheaper
- Middle half of Global Active Equity funds
- Median 0.69%
AVGE 2nd cheapest of 44 funds
ARIA 29th cheapest of 44 funds
ARIA vs AVGE Dividends
- ARIA
- AVGE 1.75%
- ARIA None
- AVGE $1.72
- ARIA
- AVGE $0.33
- ARIA
- AVGE Sep 10, 2026
- ARIA
- AVGE Sep 14, 2026
- ARIA
- AVGE Quarterly
Distribution history
ARIA vs AVGE Risk
Fall from peak · 5 years
Risk facts
- Volatility
- ARIA AVGE 11.9%
- Return per unit of risk
- ARIA AVGE 1.40
- Worst fall
- ARIA AVGE −17.1%
- Market sensitivity
- ARIA 0.00AVGE 0.94
Popular comparisons
- 0.78% · 0.22%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.23% · 0.22%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.78% · 0.39%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.23% · 0.39%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.78% · 0.23%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.23% · 0.23%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.