AVGE vs JSTC

AVGEAAvantis All Equity Markets ETF

JSTCCAdasina Social Justice All Cap Global ETF

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.

JSTC Not an off-the-shelf ESG score. Adasina screens global companies against its own social justice criteria (racial, gender, economic, climate), then runs the book actively across every market cap.

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.

JSTC The Fund seeks capital appreciation and income. It actively invests in global companies whose business practices align with Adasina’s social-justice criteria, including racial, gender, economic, and climate justice.

Why people hold it

• 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.

• JSTC The mandate names what it's screening for: racial, gender, economic and climate justice, applied to company business practices rather than compressed into one vendor ESG rating.
• Global and all-cap in a single ticker, actively managed rather than tracking a broad world index on autopilot.
• Running since 2020 with its own named yardstick, the Adasina Social Justice Index, instead of borrowing a generic global benchmark.

Worth knowing

• 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.

• JSTC 0.89% a year is real money beside global peers such as GSWO (0.15%) and AVGE (0.25%), and above the typical actively managed global equity fund.
• Thinly traded next to the household-name global funds, so spreads and order size carry more weight here.
• Distributions land once or twice a year, not monthly.

Full AVGE profile⁠

Full JSTC profile⁠