AVOS vs AVTM

AVOSBAvos Global Equities ETF

AVTMAAvantis Total Equity Markets ETF 1

In short

AVOS One active portfolio, the whole world, no regional guardrails, at 0.64% a year. That undercuts the typical active global fund, though index-built world ETFs still do the geography job for a fraction of it.

AVTM Avantis' one-ticket world stock market: roughly 1,700 holdings, U.S. names owned directly and the overseas sleeves held through sister Avantis funds, all tilted toward cheaper, more profitable companies.

Stated mandate

AVOS The fund seeks long-term capital appreciation through an actively managed portfolio of equity securities across global markets.

AVTM Seeks long-term capital appreciation through a broadly diversified total-market equity allocation, using individual securities and Avantis ETFs while emphasizing securities expected to offer higher returns or better risk characteristics than a passive market-capitalization-weighted index.

Why people hold it

• AVOS At 0.64% a year, it prices below the median active global equity fund (0.69%), so the stock-picking mandate doesn't carry a premium inside its own category.
• Go-anywhere design: managers choose equities across global markets in pursuit of long-term capital appreciation, with no fixed country or regional split to defend.
• Sits in the upper half of its active global equity peer group, helped by an early volatility record calmer than much of the field.

• AVTM Costs 0.22% net of a fee waiver (0.23% gross), a notch under stablemate AVGE at 0.23% and below the typical fee in its category.
• Owns U.S. companies directly rather than only stacking funds, then uses Avantis ETFs for developed and emerging markets abroad. One ticket, all market caps.sec.gov
• Benchmarked to 85% Russell 3000 and 15% MSCI ACWI ex-US IMI: a deliberately U.S.-heavy world portfolio, not a global cap-weight split.avantisinvestors.com
• One of the stronger builds in a crowded field of actively managed global equity funds.

Worth knowing

• AVOS Index-built world funds cover the same map far cheaper: GSWO at 0.15%, DFAW at 0.24%, AVGE at 0.25%. Active security selection is what the extra fee buys.
• Thinly traded next to the category's giants, so spreads can widen. Limit orders are the standard defense with funds this quiet.
• A 2026 launch leaves a short history to judge, and the mandate points at capital appreciation rather than income.

• AVTM Avantis flags that much of the starting portfolio sits on a low tax basis, so the fund may realize and distribute more capital gains than other ETFs.avantisinvestors.com
• Trades thinly next to the index giants in its category, so spreads and order size matter more here.
• Launched January 2026, so the history is short, and with no index to follow the portfolio reflects Avantis' own valuation and profitability tilts.sec.gov

Full AVOS profile⁠

Full AVTM profile⁠