AVMC vs RSMC

AVMCAAvantis U.S. Mid Cap Equity ETF

RSMCDRockefeller U.S. 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.

RSMC Rockefeller's 30-plus years of small cap stock picking, packaged as an ETF. Launched in 2024, RSMC hunts smaller US companies with durable business models, and it arrived as one of the larger actively managed SMID funds on day one.

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.

RSMC The fund seeks long-term capital appreciation by investing in U.S. small- and mid-capitalization equity securities.

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.

• RSMC Real pedigree behind the picks: two named veteran portfolio managers running a quality-focused SMID approach built on Rockefeller's 30-plus year small cap history.rockco.com
• Does what the label says. The book stays inside its stated lane of US small- and mid-cap stocks, with no drift into large caps or overseas names.
• A pure growth mandate, not an income one. The stated objective is long-term capital appreciation, and the fund has not been paying a regular distribution.

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.

• RSMC The 0.75% expense ratio sits above the typical active US equity fund, and well above index-style rivals like DFAC (0.17%) and AVLC (0.15%).
• Thinly traded despite its size, so bid-ask spreads can widen out more than they do on the category's household names.
• Short history: it opened in October 2024, so there is not yet a long record to judge, and small and mid caps swing harder than large caps.

Full AVMC profile⁠

Full RSMC profile⁠