AVTM vs BCGS

AVTMAAvantis Total Equity Markets ETF 1

BCGSDBancreek Global Select ETF

In short

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.

BCGS A new active global fund built around one idea: own listed large companies, US and overseas, that generate strong free cash flow and can compound it. Bancreek is a boutique shop, and this is its stock-picking case in global equities.

Stated mandate

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.

BCGS The Fund seeks long-term capital growth. It is an actively managed ETF investing primarily in equity securities, generally focusing on listed large-capitalization companies tied economically to both U.S. and non-U.S. markets and selected for their potential to compound capital and generate strong free cash flow.

Why people hold it

• 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.

• BCGS One clear job: large-cap companies tied to US and non-US markets, picked for free cash flow and the ability to compound capital. No sector story, no factor cocktail.
• Global by design, so US and foreign names compete for the same slots in one wrapper instead of a separate domestic fund plus an international one.
• Actively managed inside a standard 1940 Act fund, so the manager sets the portfolio rather than an index reconstitution calendar.

Worth knowing

• 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

• BCGS Costs 0.80% a year, above the typical global active peer and several times cheaper systematic options like GSWO (0.15%) and DFAW (0.24%).
• Launched in 2026, so there is no multi-year record yet and risk measures rest on a short window.
• Small asset base and thin trading: spreads can run wider than in large global funds, and order size matters more.

Full AVTM profile⁠

Full BCGS profile⁠