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AVMC vs WSMD

Avantis U.S. Mid Cap Equity ETF

AVMCANYSE Arca

Wasatch Small/Mid Cap ETF

WSMDDNYSE Arca

Overlap

Expense ratio

AVMC −0.57pt a year

AVMC0.18%WSMD0.75%

Avg volume · 30D

AVMC 2.5×the volume

AVMC25.5KWSMD10.2K

AVMC vs WSMD Performance

Jul 31, 2026 – Oct 30, 2026

−0.6%AVMC−2.5%WSMD

Jul 31, 2026 to Oct 30, 2026. AVMC −0.6%. WSMD −2.5%. Use the arrow keys to read each point.−4%2%4%Jul 2026Sep 2026Oct 2026
Expense ratio
AVMC 0.18%, better
WSMD 0.75%
Fund size
AVMC $532M
WSMD $13M
1Y total return
AVMC +15.2%
WSMD No data
Yield (12M)
AVMC 0.98%
WSMD No data
Holdings
AVMC 609
WSMD 90
Avg volume (30D)
AVMC 25.5K sh, better
WSMD 10.2K sh
NAV per share
AVMC $78.68
WSMD $24.58
52W range

ETF.net Grade

AVMC: Cost 100, Risk 73, Mission not scored, Tradability 90, Holdings 88, Durability 77. WSMD: Cost 22, Risk 34, Mission not scored, Tradability 41, Holdings 61, Durability 16.
Pillar letters and Scores for AVMC, WSMD, with each pillar’s weight
PillarAVMCWSMD
Cost30% weightA100HigherF22
Mission25% weightNot scoredNot scored
Risk15% weightA73HigherD34
Tradability15% weightA90HigherC41
Holdings10% weightA88HigherB61
Durability5% weightA77HigherF16

Rank among US Active Small/Mid-Cap funds

How we build Categories ›
Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. AVMC and WSMD are both graded against the same 47 US Active Small/Mid-Cap funds, so their Grades compare head to head.

US Active Small/Mid-Cap⁠

Category · 47 funds
See all 47 ›

AVMC ranks 1st and WSMD 35th of 47 funds in the US Active Small/Mid-Cap Category.

  1. Rank 1AAVMCAvantis U.S. Mid Cap Equity ETFScore 89
  2. Rank 2AFEMVFidelity Enhanced Mid Cap Value ETFScore 79
  3. Rank 34DGRNJFundstrat Granny Shots US Small- & Mid-Cap ETFScore 36
  4. Rank 35DWSMDWasatch Small/Mid Cap ETFScore 32
  5. Rank 36DEPMBHarbor Mid Cap Core ETF (EPMB)Score 31

Our read on each fund

ETF.net Research

AVMCAAvantis U.S. Mid Cap Equity ETF

WSMDDWasatch 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.

WSMD No data

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.

WSMD No data

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.

WSMD No data

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.

WSMD No data

Full AVMC profile⁠

Full WSMD profile⁠

AVMC vs WSMD Holdings

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

AVMC vs WSMD Cost

Overpaying WSMD vs AVMC

$10,733

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • AVMC 0.18%

    $3,749

  • WSMD 0.75%

    $14,482

$10,000
30 years

Cost over time

  • AVMC 0.18%
  • WSMD 0.75%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K051015202530WSMD $14,482AVMC $3,749

Year by year

YearAVMCWSMDOverpaying
10$328$1,336$1,008
20$1,281$5,078$3,797
30$3,749$14,482$10,733

Expense ratio

  • 0.18%AVMC, cheaper
  • 0.75%WSMD
  • Middle half of US Active Small/Mid-Cap funds
  • Median 0.55%

AVMC cheapest of 47 funds

WSMD 34th cheapest of 47 funds

AVMC vs WSMD Dividends

Last 12 months to Oct 30, 2026
Yield (12M)
AVMC 0.98%
WSMD No data
Payout (12M)
AVMC $0.77
WSMD None
Last payment
AVMC $0.19
WSMD No data
Ex-dividend
AVMC Sep 8, 2026
WSMD No data
Paid on
AVMC Sep 10, 2026
WSMD No data
Frequency
AVMC Quarterly
WSMD No data

Distribution history

Per share, 2023 to 2026, same scale for both

AVMCQuarterly · 12 paymentsAll AVMC payments⁠
One bar per payment. 12 payments from 2023 to 2026 YTD. Dec 18, 2023 $0.14; Mar 21, 2024 $0.14; Jun 24, 2024 $0.16; Sep 23, 2024 $0.13; Dec 17, 2024 $0.23; Mar 25, 2025 $0.19; Jun 24, 2025 $0.21; Sep 23, 2025 $0.17; Dec 16, 2025 $0.23; Mar 10, 2026 $0.15; Jun 9, 2026 $0.21; Sep 8, 2026 $0.19. Use the arrow keys to read each point.$0$0.2520232026YTD
WSMDAll WSMD payments⁠

No distribution history available.

AVMC vs WSMD Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

VolatilityStd dev, 3 years
AVMC 14.2%since Dec 2023WSMD No data
Return per unit of riskSharpe ratio, 3 years
AVMC 0.83since Dec 2023WSMD No data
Worst fallMax drawdown, 5 years
AVMC −21.8%since Nov 2023WSMD No data
Market sensitivityBeta, 5 years
AVMC 0.94WSMD 0.33

AVMC and WSMD in the news

All news⁠

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