evenfolio
Avantis InvestorsGlobal Large-Stock BlendAVTM · NYSE Arca

Avantis Total Equity Markets ETF (AVTM)

Price
$55.13
11 Sept 2026
Assets
$792.8M
Total net assets
Expense ratio
0.22%
Category 0.93%
Yield
Trailing distributions
3Y CAGR
Category 16.5%
5Y CAGR
Category 7.8%
Loading NAV history…
Avantis Total Equity Markets ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-1.8%+2.5%+17.0%+11.1%
Global Large-Stock Blend average-1.3%2.3%13.1%11.4%15.1%16.5%7.8%11.2%13.0%
Difference-0.5%+0.3%+4.0%-1.9%

Holdings

The 10 largest positions make up 39.2% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
AVDEAvantis International Equity ETF9.49%
NVDANVIDIA Corp5.82%
AAPLApple Inc4.42%
AVEMAvantis Emerging Markets Equity ETF4.39%
MSFTMicrosoft Corp3.28%
AVUQAvantis U.S. Quality ETF3.18%
GOOGAlphabet Inc Class C2.79%
AMZNAmazon.com Inc2.06%
JPMJPMorgan Chase & Co1.93%
METAMeta Platforms Inc Class A1.88%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
21.4
P/B
3.8
P/S
2.5
P/CF
15.7

Sector allocation

Share of the equity the fund holds.

32.4%Technology11 sectors
  1. Technology32.4%
  2. Financial services16.7%
  3. Industrials11.5%
  4. Consumer discretionary9.3%
  5. Communication services8.2%
  6. Health care7.9%
  7. Energy4.7%
  8. Consumer staples4.1%
  9. Materials3.1%
  10. Utilities1.8%
  11. Real estate0.3%

Asset mix

  • Stocks99.9%
  • Cash0.1%
  • Other0.0%

Credit quality

Share of the bonds by rating.

  • AAA13.9%
  • AA86.1%

ETF details

Issuer
Avantis Investors
Category
Equity · Global Large-Stock Blend
Ticker
AVTM
Exchange
NYSE Arca
Inception
30 Jan 2026 (0.6 years)
Structure
Exchange Traded Fund
Expense ratio
0.22% (category 0.93%)
Holdings turnover
0% (category 49%)
Distribution yield
Beta, 3 years
0.00
Total net assets
$792.8M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

Other global large-stock blend ETFs

Other ETFs in the Global Large-Stock Blend category.

Search

Search funds, pages and tools