AVTM vs JGLO

AVTMAAvantis Total Equity Markets ETF 1

JGLOBJPMorgan Global Select 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.

JGLO An active global stock picker from J.P. Morgan: roughly 80 developed-market large caps, measured against the MSCI World, at a price well under the typical active global fund.

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.

JGLO The fund seeks long-term capital appreciation through a global equity portfolio, primarily investing in large-cap stocks across global developed markets. Its active fundamental process emphasizes attractive valuation, strong free cash flow and sustained earnings growth.

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.

• JGLO Costs 0.47% a year, versus a 0.69% median for active global equity funds. Cheap for a stock-picking mandate.
• Runs about 80 names, so the manager's valuation, free-cash-flow and earnings-growth calls actually show up in the portfolio instead of getting diluted.jpmorgan.com
• A multi-billion-dollar fund with steady daily turnover, which keeps the spread you pay to get in and out modest for an active global product.
• Backed by one of the largest active managers in the business, and rated in the top quartile of its global active equity peer group.

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

• JGLO Concentration cuts both ways. With about 80 holdings against the MSCI World, returns can drift meaningfully from the benchmark in either direction.
• Index-tracking peers cost far less: GSWO at 0.15% and DFAW at 0.24%. You are paying up for the stock selection.
• Large-cap developed markets are the hunting ground, so emerging markets and small caps are not the focus here. Distributions come annually or semiannually, not monthly.

Full AVTM profile⁠

Full JGLO profile⁠