AVTM vs RGEF

AVTMAAvantis Total Equity Markets ETF 1

RGEFBRockefeller 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.

RGEF The Rockefeller name in ticker form. Active global stock picking with a mandate that stretches from developed markets through emerging and frontier, priced at 0.55% a year, under what most active global funds charge.

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.

RGEF The Fund seeks long-term growth of capital through active management of a global equity portfolio. At least 80% of net assets are invested in global equity securities.

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.

• RGEF 0.55% a year for hands-on global management, below the typical fee among active global peers. Human stock picking usually costs more than this.
• The mandate reaches past the usual developed-market roster into emerging and frontier names, with at least 80% of net assets in global equity securities.
• Sits in the upper half of its active global equity peer group, a respectable footing for a fund that only opened its doors in 2024. Pays quarterly.

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

• RGEF Thinly traded next to the household names of the category. Limit orders and avoiding the opening bell matter more with a fund like this.
• Rules-based global rivals cost a fraction: GSWO charges 0.15% and DFAW 0.24%. Here you are paying for Rockefeller's judgment rather than an index.
• Launched in late 2024, so the track record is short and the strategy has not yet been through a full market cycle in this wrapper.

Full AVTM profile⁠

Full RGEF profile⁠