AVTM vs SAGP

AVTMAAvantis Total Equity Markets ETF 1

SAGPCStrategas Global Policy Opportunities 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.

SAGP Wall Street reads earnings calls. Strategas reads lobbying disclosures. SAGP is an active global stock fund that ranks companies by how hard they work Washington, then rebalances quarterly as the agenda shifts.

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.

SAGP The Fund seeks long-term capital appreciation.

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.

• SAGP Stock selection starts with public lobbying data, which the adviser calls a largely unrecognized factor in company analysis. Not another value-versus-growth sort.sec.gov
• Rebalances quarterly, so the book can follow which issues and industries are drawing the heaviest lobbying push in Washington.strategasetfs.com
• Roughly 100 names spanning US large, mid and small caps plus non-US companies, so the policy theme rides on a broad book rather than a handful of bets.sec.gov
• At 0.65%, it undercuts the median fee among active global equity funds we grade, and it sits in the upper half of that peer group overall.

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

• SAGP Lobbying intensity is the primary input and traditional financial metrics are not part of the screen, so results can diverge sharply from fundamentals-driven funds.strategasetfs.com
• Thinly traded. Spreads can run wider than in mega-cap index funds, so limit orders and mid-session trading matter more here.
• 0.65% is real money next to plain global index trackers like GSWO at 0.15%. You are paying for a research process, not an index.

Full AVTM profile⁠

Full SAGP profile⁠