Avantis All Equity Markets ETF

Frequently Asked Questions About AVGE

What does AVGE invest in?

The Fund seeks long-term capital appreciation. The Fund is a fund of funds, meaning that it seeks to achieve its objective by investing in other Avantis ETFs. Under normal market conditions, the fund will invest at least 80% of its assets in equity ETFs with a target weight of 70% and target range of 63% to 77%.

What is the expense ratio of AVGE?

Avantis All Equity Markets ETF (AVGE) charges an expense ratio of 0.25%. This is the annual fee deducted from fund assets to cover management and operations.

How big is AVGE?

Avantis All Equity Markets ETF (AVGE) manages $1.10B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is AVGE actively managed or an index fund?

AVGE is actively managed — the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (AVGE's is 0.25%) in exchange for the discretion to over- or under-weight positions.

When was AVGE launched?

Avantis All Equity Markets ETF (AVGE) launched in September 2022 and is managed by Avantis.

How has AVGE performed?

AVGE's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.