AVMC vs OASC

AVMCAAvantis U.S. Mid Cap Equity ETF

OASCCOneAscent Enhanced Small and 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.

OASC Faith-based screen, quant tilt. OASC strips companies that fail OneAscent's values test from the Bloomberg US 2500, then rebuilds roughly 200 small and mid caps ranked on returns on capital and asset growth, targeting 2.5% tracking error.

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.

OASC The Fund seeks to outperform the Bloomberg US 2500 Total Return Index before expenses. It invests primarily in U.S. small- and mid-cap equities, applying OneAscent’s Values-Based Screening and quantitative Corporate Lifecycle Screen.

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.

• OASC The values screen comes first: companies the adviser judges to consistently harm stakeholders (predatory lending, human rights violations, patterns of severe ethics controversies) are cut from the universe before any stock gets picked.sec.gov
• The "enhanced" part is rules-driven, not a hunch. OneAscent's Corporate Lifecycle Screen scores every surviving company on returns on invested capital and asset growth rates, then weights the portfolio from those ranks.sec.gov
• Not a closet index, not a wild swing: fund documents target roughly 200 holdings and 2.5% tracking error against the Bloomberg US 2500, so the screens tilt weights inside a market-shaped frame.sec.gov

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.

• OASC Cost is the trade-off: 0.69% net of a waiver through December 31, 2026, against a 1.38% gross ratio, above the category median. Quant SMID peers run cheaper, like AVMC at 0.18% and JMEE at 0.35%.
• The mandate was reset on November 12, 2025, from a small-cap S&P 600 tracker to this broader small and mid cap approach, so the record under today's rules is short on a fund that launched in 2024.sec.govoneascent.com
• Screening out slices of the index means returns can drift from the benchmark, and the prospectus says they may be lower than if picks were made on investment merits alone. It also trades thinly.sec.gov

Full AVMC profile⁠

Full OASC profile⁠