AVGV vs COPY

AVGVAAvantis All Equity Markets Value ETF 9

COPYBTweedy, Browne Insider + Value ETF

In short

AVGV One ticker for the world's value stocks: AVGV stacks six Avantis value funds into a 60% US, 30% developed, 10% emerging mix, small caps included, for 0.26% all in.

COPY Copy the insiders: Tweedy, Browne's quant screens hunt cheap stocks where executives are buying their own shares, or the company is buying back its own. Global, all-cap, actively run, 0.80% net of a waiver through December 31, 2027.

Stated mandate

AVGV The fund seeks long-term capital appreciation through a fund-of-funds structure investing in other Avantis ETFs. Those underlying funds are broadly diversified equity portfolios that select or overweight securities expected to offer higher returns or better risk characteristics than a passive market-cap-weighted index.

COPY The Fund seeks long-term capital growth.

Why people hold it

• AVGV Holds US large, mid and small value plus developed and emerging value in one ticker, at 60/30/10 target weights the managers can flex within stated ranges.sec.gov
• The 0.26% headline covers the underlying Avantis funds too, and sits below the category median and below SFGV's 0.33% net of a waiver through March 31, 2027.sec.gov
• Small and mid caps ride alongside large caps, so the value tilt reaches corners of the market a large-cap-only value fund leaves out.sec.gov

• COPY Two signals stacked in one wrapper: proprietary value and total scores, plus evidence that insiders are buying in the open market or the company is repurchasing stock.tweedyetfs.com
• Casts a wide net: US, developed international and emerging market stocks across a broad cross-section of market caps, so cheapness anywhere can earn a slot.tweedyetfs.com
• Actively managed and fully transparent rather than index-shadowing, and the portfolio build is a relative strength in a global value group it sits in the upper half of.tweedyetfs.com
• Tweedy, Browne has served value investors for over a century; the firm frames the ETF as a tax-efficient route into its actively managed strategies.tweedyetfs.comfilepoint.live

Worth knowing

• AVGV Value and size tilts are built in, so results can diverge from a market-cap global index for long stretches.sec.gov
• Every holding is an Avantis fund, so one firm's definition of value and one team's allocation calls drive the whole portfolio.sec.gov
• Around 40% of the target sits outside the US, bringing currency moves and emerging market risk; the fund also only launched in 2023.sec.gov

• COPY Fee runs 0.80% net of a waiver through December 31, 2027 (0.89% gross), above the category median. Systematic global value rivals such as AVGV charge 0.26%.
• Launched in December 2024, so there is far less live history here than with long-running global value funds. The evidence sits in the process, not a long record.
• Distributions arrive once or twice a year, not monthly, and the stated objective is long-term capital growth rather than income.

Full AVGV profile⁠

Full COPY profile⁠