AVTM ranks 1st and JSTC 24th of 44 funds in the Global Active Equity Category.
AVTM vs JSTC
AVTM −0.67pt a year
0.22%0.89%
JSTC 7.2×the volume
3.19K22.9K
AVTM vs JSTC Performance
−0.3%+0.3%
- AVTM 0.22%, better
- JSTC 0.89%
- AVTM $766M
- JSTC $297M
- AVTM
- JSTC +12.8%
- AVTM
- JSTC 1.22%
- AVTM 1711
- JSTC 621
- AVTM 3.19K sh
- JSTC 22.9K sh, better
- AVTM $53.87
- JSTC $22.52
ETF.net Grade
| Pillar | AVTM | JSTC |
|---|---|---|
| Cost | A100Higher | F19 |
| Mission | ||
| Risk | B58 | B60Higher |
| Tradability | A70Higher | B55 |
| Holdings | A71 | A92Higher |
| Durability | B69 | A73Higher |
Rank among Global Active Equity funds
Same Category. AVTM and JSTC are both graded against the same 44 Global Active Equity funds, so their Grades compare head to head.
Our read on each fund
AVTMA
JSTCC
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.
JSTC Not an off-the-shelf ESG score. Adasina screens global companies against its own social justice criteria (racial, gender, economic, climate), then runs the book actively across every market cap.
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.
JSTC The Fund seeks capital appreciation and income. It actively invests in global companies whose business practices align with Adasina’s social-justice criteria, including racial, gender, economic, and climate justice.
Why people hold it
Worth knowing
AVTM vs JSTC 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 JSTC Cost
Overpaying JSTC vs AVTM
$12,314
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
AVTM 0.22%
$4,558
JSTC 0.89%
$16,872
Cost over time
Year by year
| Year | AVTM | JSTC | Overpaying |
|---|---|---|---|
| 10 | $401 | $1,576 | $1,175 |
| 20 | $1,561 | $5,953 | $4,392 |
| 30 | $4,558 | $16,872 | $12,314 |
- 0.22%AVTM, cheaper
- 0.89%JSTC
- Middle half of Global Active Equity funds
- Median 0.69%
AVTM cheapest of 44 funds
JSTC 36th cheapest of 44 funds
AVTM vs JSTC Dividends
- AVTM
- JSTC 1.22%
- AVTM
- JSTC $0.28
- AVTM $0.15
- JSTC $0.10
- AVTM Sep 8, 2026
- JSTC Jun 29, 2026
- AVTM Sep 10, 2026
- JSTC Jun 30, 2026
- AVTM Quarterly
- JSTC Twice a year
Distribution history
AVTM vs JSTC Risk
Fall from peak · 5 years
Risk facts
- Volatility
- AVTM JSTC 11.9%
- Return per unit of risk
- AVTM JSTC 1.06
- Worst fall
- AVTM JSTC −26.8%
- Market sensitivity
- AVTM 0.95JSTC 0.88
Popular comparisons
- 0.22% · 0.23%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.89% · 0.23%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.22% · 0.39%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.89% · 0.39%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.22% · 0.23%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.89% · 0.23%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.