AVTM vs CGGE

AVTMAAvantis Total Equity Markets ETF 1

CGGEBCapital Group Global Equity 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.

CGGE Capital Group's global stock picking in ETF form: about 120 companies from around the world, chosen for growth with a stated eye on conserving principal, at 0.47% when the typical active global peer charges 0.69%.

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.

CGGE The fund seeks prudent long-term capital growth while also emphasizing conservation of principal. It invests primarily in common stocks of issuers around the world with growth potential.

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.

• CGGE 0.47% a year, meaningfully under the 0.69% median for its active global peer group, though index-flavored rivals like GSWO and DFAW still charge less.
• Trading costs are among the smallest frictions here: it changes hands actively and sits at the top end of its group for ease of getting in and out.
• About 120 stocks, not thousands. Every name has to earn its slot, which is the whole point of paying an active manager for global exposure.
• Capital Group put real weight behind the launch: the fund gathered over a billion dollars in assets after opening in 2024.

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

• CGGE It opened in 2024, so there is only a short stretch of history, and no full market cycle to show how the approach behaves when things get ugly.
• Active mandate, active outcome: returns hinge on the managers' picks rather than a published index, so results can drift from global benchmarks either way.
• Distributions come annually or semiannually, so this is a growth-oriented holding rather than a regular paycheck.

Full AVTM profile⁠

Full CGGE profile⁠