AVTM vs YOKE

AVTMAAvantis Total Equity Markets ETF 1

YOKEBYOKE Core 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.

YOKE A go-anywhere global stock fund with no index to hug: Yoke tilts toward momentum and quality and can shift across sectors, regions and market caps. Active ambition at 0.31%, below the typical fee in its category.

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.

YOKE The Fund seeks capital appreciation through an actively managed, dynamic tactical allocation portfolio spanning domestic and international equity markets. It uses stocks, ETFs, REITs, ADRs and GDRs, with exposures that may shift across sectors, regions and market capitalizations.

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.

• YOKE Cheap for a stock-picker: 0.31%, with gross and net identical and no waiver propping it up, and below the category median. iShares' active BFLX charges 0.40%.
• Genuinely active: stocks, ETFs, REITs, ADRs and GDRs across US and developed overseas markets, with momentum and quality tilts that can shift by sector, region and size.
• Stands in the top quartile of a crowded field of active global equity funds, helped by what it holds and what it charges. It also pays distributions 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

• YOKE Thinly traded and a smaller fund, so bid-ask spreads can run wider than on the giant index names.
• Young: it launched in February 2025, so the risk picture rests on about a year of live data.
• No index to check the manager against. Results ride on the sub-adviser's tactical calls rather than a published rulebook.sec.gov

Full AVTM profile⁠

Full YOKE profile⁠