AVSU vs KLMN

AVSUBAvantis Responsible U.S. Equity ETF

KLMNAInvesco MSCI North America Climate ETF

In short

AVSU Most ESG funds hand you a screened S&P 500. AVSU screens the whole US market, roughly 1,300 names across every size, then leans toward cheaper, more profitable companies. A quant tilt wearing a values filter, at 0.15%.

KLMN —No data

Stated mandate

AVSU Seeks long-term capital appreciation through a broad portfolio of U.S. companies across market capitalizations. The strategy applies ESG exclusions and emphasizes companies with lower valuations and higher profitability.

KLMN —No data

Why people hold it

• AVSU At 0.15%, it undercuts the median fee in its US ESG peer group, where the typical fund charges 0.25%.
• Roughly 1,300 holdings measured against the Russell 3000, so mid and small caps ride along, not just the S&P 500 names screened by peers like EFIV and XVV.
• The tilts are written into the mandate, not implied: ESG exclusions plus a stated emphasis on lower valuations and higher profitability.
• The portfolio lines up closely with what the prospectus describes, and it stands in the upper half of a crowded US ESG-and-values field.

KLMN —No data

Worth knowing

• AVSU Thinly traded next to the category's household names, so spreads and order size carry more weight here.
• The value and profitability tilts, plus smaller companies, mean it can behave differently from a screened S&P 500 fund for long stretches, in either direction.
• "Responsible" means Avantis's own ESG exclusion rules, not an industry standard. The fund opened in 2022, so its live record is still young.

KLMN —No data

Full AVSU profile⁠

Full KLMN profile⁠