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AVTM vs BDYN

Avantis Total Equity Markets ETF 1

AVTMANYSE Arca

iShares Dynamic Equity Active ETF

BDYNANasdaq

Overlap

Expense ratio

AVTM −0.17pt a year

AVTM0.22%BDYN0.39%

Avg volume · 30D

BDYN 119.8×the volume

AVTM3.19KBDYN382K

AVTM vs BDYN Performance

Jul 31, 2026 – Nov 2, 2026

−0.3%AVTM−1.9%BDYN

Jul 31, 2026 to Nov 2, 2026. AVTM −0.3%. BDYN −1.9%. Use the arrow keys to read each point.2%4%Jul 2026Sep 2026Nov 2026
Expense ratio
AVTM 0.22%, better
BDYN 0.39%
Fund size
AVTM $766M
BDYN $3.1B
1Y total return
AVTM No data
BDYN +6.5%
Holdings
AVTM 1711
BDYN 279
Avg volume (30D)
AVTM 3.19K sh
BDYN 382K sh, better
NAV per share
AVTM $53.87
BDYN $27.12
52W range

ETF.net Grade

AVTM: Cost 100, Risk 58, Mission not scored, Tradability 70, Holdings 71, Durability 69. BDYN: Cost 79, Risk 49, Mission 68, Tradability 77, Holdings 75, Durability 96.
Pillar letters and Scores for AVTM, BDYN, with each pillar’s weight
PillarAVTMBDYN
Cost30% weightA100HigherA79
Mission25% weightNot scoredB68
Risk15% weightB58HigherC49
Tradability15% weightA70A77Higher
Holdings10% weightA71A75Higher
Durability5% weightB69A96Higher

Rank among Global Active Equity funds

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

Same Category. AVTM and BDYN are both graded against the same 44 Global Active Equity funds, so their Grades compare head to head.

Global Active Equity⁠

Category · 44 funds
See all 44 ›

AVTM ranks 1st and BDYN 7th of 44 funds in the Global Active Equity Category.

  1. Rank 1AAVGEAvantis All Equity Markets ETFScore 79
  2. Rank 1AAVTMAvantis Total Equity Markets ETF 1Score 79
  3. Rank 1ABDVLiShares Disciplined Volatility Equity Active ETFScore 79
  4. Rank 5AGEQCambria Global EW 2 ETFScore 74
  5. Rank 7ABDYNiShares Dynamic Equity Active ETFScore 73
  6. Rank 7ABINTBluemonte Global Equity ETFScore 73

Our read on each fund

ETF.net Research

AVTMAAvantis Total Equity Markets ETF 1

BDYNAiShares Dynamic Equity Active 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.

BDYN A 2017 BlackRock Global Allocation mutual fund that slipped into an ETF wrapper in September 2025. Go-anywhere global stock picking, roughly 240 names, measured against MSCI World.

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.

BDYN The fund seeks total return through active management of a stock portfolio diversified across regions, sectors, and industries.

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.
  • BDYN Not a new launch: it ran as the BlackRock GA Dynamic Equity mutual fund from 2017, converting in September 2025 with the same objective and the same Global Allocation team.ishares.com
  • 0.39% net of a waiver through June 30, 2028 (0.40% gross), below the typical global active equity fee. Sibling BDVL matches it, with a waiver to the same date.
  • Few guardrails: developed, emerging and frontier markets, any market cap, convertibles, cash and commodity-linked exposure through a Cayman subsidiary, all in one ticker.sec.gov
  • Multi-billion-dollar fund inside the iShares lineup, and one of the stronger showings among the global active equity funds we grade.

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
  • BDYN Broad-market active rivals cost less: AVTM at 0.22% and AVGE at 0.23%, neither leaning on a waiver.
  • No index to hug. The mix moves with the managers' read on growth, resources and politics, so results can diverge from MSCI World in either direction.sec.gov
  • Short history as an ETF, so its trading and risk record in this wrapper is still thin. Distributions land annually, not monthly.ishares.com

Full AVTM profile⁠

Full BDYN profile⁠

AVTM vs BDYN 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.

AVTM vs BDYN Cost

Overpaying BDYN vs AVTM

$3,340

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

  • AVTM 0.22%

    $4,558

  • BDYN 0.39%

    $7,898

$10,000
30 years

Cost over time

  • AVTM 0.22%
  • BDYN 0.39%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$2K$4K$6K$8K051015202530BDYN $7,898AVTM $4,558

Year by year

YearAVTMBDYNOverpaying
10$401$705$304
20$1,561$2,725$1,164
30$4,558$7,898$3,340

Expense ratio

  • 0.22%AVTM, cheaper
  • 0.39%BDYN
  • Middle half of Global Active Equity funds
  • Median 0.69%

AVTM cheapest of 44 funds

BDYN 9th cheapest of 44 funds

AVTM vs BDYN Dividends

Last 12 months to Nov 2, 2026
Last payment
AVTM $0.15
BDYN $0.56
Ex-dividend
AVTM Sep 8, 2026
BDYN Dec 16, 2025
Paid on
AVTM Sep 10, 2026
BDYN Dec 19, 2025
Frequency
AVTM Quarterly
BDYN Irregular

Distribution history

Per share, 2025 to 2026, same scale for both

AVTMQuarterly · 3 paymentsAll AVTM payments⁠
One bar per payment. 3 payments from 2025 to 2026 YTD. Mar 10, 2026 $0.04; Jun 9, 2026 $0.11; Sep 8, 2026 $0.15. Use the arrow keys to read each point.$0$0.502026YTD
BDYNIrregular · 1 paymentAll BDYN payments⁠
One bar per payment. 1 payment from 2025 to 2026 YTD. Dec 16, 2025 $0.56. Use the arrow keys to read each point.$0$0.502026YTD

AVTM vs BDYN Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

VolatilityStd dev, 3 years
AVTM No dataBDYN 12.8%since Oct 2025
Return per unit of riskSharpe ratio, 3 years
AVTM No dataBDYN 0.41since Oct 2025
Worst fallMax drawdown, 5 years
AVTM No dataBDYN −10.8%since Sep 2025
Market sensitivityBeta, 5 years
AVTM 0.95BDYN 0.96

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