AVTM vs SROI

AVTMAAvantis Total Equity Markets ETF 1

SROIDCalamos Antetokounmpo Global Sustainable Equities 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.

SROI Calamos put the Antetokounmpo name on a global stock fund: active, growth-leaning, reaching from developed markets to frontier ones, screened by the firm's own ESG rating system. A branded label over a real stock-picker's mandate.

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.

SROI 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.

• SROI Global by contract, not by accident: developed, emerging and frontier markets including the US, with a normal minimum in non-US equities and holdings across at least five countries.
• Active growth stock picking filtered through Calamos's proprietary ESG rating system rather than a licensed third-party index screen.
• Roughly 120 names: broad enough to blunt single-stock drama, tight enough that the manager's picks actually move the portfolio.

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

• SROI The 0.95% fee runs above the typical global active equity fund, and systematic rivals like GSWO (0.15%) and AVGE (0.25%) set a very low bar on cost.
• A small fund that trades lightly, so spreads can run wider than in the giant global ETFs and sizeable orders need more care at the point of execution.
• Live since 2023, and the sustainability scoring is in-house, so there is less public track record and less published methodology detail than an index product offers.

Full AVTM profile⁠

Full SROI profile⁠