AVTM vs NXTE

AVTMAAvantis Total Equity Markets ETF 1

NXTEFAXS Green Alpha 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.

NXTE A hand-picked, go-anywhere bet on companies the manager believes are building a sustainable economy. Active, global, and priced like a stock-picker rather than an index 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.

NXTE Seeks long-term capital appreciation by actively investing at least 80% of assets in sustainable companies selected for their contribution to sustainability objectives, above-average growth potential, and reasonable valuation.

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.

• NXTE Real active management: at least 80% of assets go to sustainable companies chosen for their sustainability contribution, above-average growth potential, and reasonable valuation.
• The hunting ground is global, not just the S&P 500, so the manager can own the clean-tech and industrial names listed outside the US.
• Pays on a quarterly schedule, unusual for a growth-first equity mandate where many peers distribute once a year.

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

• NXTE The 1.00% expense ratio sits well above the global active equity median, and the best-graded peers here charge a fraction: GSWO 0.15%, DFAW 0.24%, AVGE 0.25%.
• Thinly traded. Spreads can widen on quiet days, so limit orders do more work here than with a mega-cap index fund.
• Against the global active equity funds we track, this one lands in the bottom quartile overall, mostly on cost and risk.

Full AVTM profile⁠

Full NXTE profile⁠