AVMC vs GRNJ

AVMCAAvantis U.S. Mid Cap Equity ETF

GRNJDFundstrat Granny Shots US Small- & Mid-Cap ETF

In short

AVMC The forgotten middle of the US market, run the Avantis way: roughly 600 mid-cap names tilted toward cheaper stocks with stronger profits, at 0.18% a year. Systematic active management priced like an index fund.

GRNJ Tom Lee's Granny Shots rulebook, aimed down the cap scale. A stock only qualifies if it shows up in at least two of Fundstrat's seven macro themes, every survivor gets an equal slice, and the whole thing is reshuffled quarterly.

Stated mandate

AVMC Seeks long-term capital appreciation through a broad portfolio of U.S. mid-cap companies, emphasizing securities with lower valuations and higher profitability ratios.

GRNJ The fund is an actively managed exchange-traded fund seeking long-term capital appreciation.

Why people hold it

• AVMC 0.18% a year, against a 0.65% median for active US equity funds. Index-fund pricing on an active mandate.
• Spreads the value-and-profitability tilt across roughly 600 mid-caps, so it leans on the screen rather than a handful of concentrated picks.avantisinvestors.com
• One of the strongest implementations in our active US equity group, sitting with large-cap sibling AVLC and the Dimensional core funds.
• Pure mid-cap exposure with a quarterly distribution, filling the gap most portfolios leave between mega-caps and small caps.

• GRNJ The two-theme filter is the point: no stock enters on a single storyline. Positions are equal-weighted, so no one name dominates the portfolio.grannyshots.comprnewswire.com
• Quarterly rebalancing resets positions back to equal size, which trims winners and reloads laggards instead of letting the portfolio drift.grannyshots.com
• Despite launching in late 2025, it already sits in the $250M-$1B asset range and trades with moderate, steady volume for a fund this young.

Worth knowing

• AVMC Trades lighter than the giant index ETFs, which can mean wider bid-ask spreads at the moment you transact.
• Launched in 2023, so the live record is short. There's no published index behind it either: outcomes come from Avantis' own valuation and profitability rules.
• All mid-cap, no mega-cap ballast, plus a tilt away from expensive names. Both can put it out of step with a market led by the largest growth stocks.

• GRNJ At 0.75% a year it runs above the 0.65% median for active US equity ETFs. That is the toll for Fundstrat's research.
• Launched November 2025, so the live record is short. The large-cap version's history is a different portfolio, not this one's.grannyshots.com
• Small and mid caps swing harder than blue chips, and quarterly rebalances can turn over a meaningful chunk of the holdings.grannyshots.com

Full AVMC profile⁠

Full GRNJ profile⁠