Avantis Investors launches active ETFs in Australia [including global small cap value]

https://www.financialstandard.com.au/news/avantis-investors-launches-active-etfs-in-australia-179810070

Avantis Investors, a subsidiary of American Century Investments, has launched the Avantis Small Cap Value Active ETF (AVTS), Avantis Global Equity Active ETF (AVTG), and Avantis Emerging Markets Equity Active ETF (AVTE) in the Australian market.

The ETFs are available on Cboe, with each charging a distinct management fee. AVTS charges the highest at 0.49% per annum, followed by AVTE (0.45% p.a.) and AVTG (0.30% p.a.). [...]


Ticker Fund name Market segment Fee
AVTE Avantis Emerging Markets Equity Active ETF Emerging markets 0.45%
AVTG Avantis Global Equity Active ETF Global developed 0.30%
AVTS Avantis Global Small Cap Value Active ETF Global developed - small cap value 0.49%
6 points · 8 comments · view on lemmy.world

8 Comments

MHLoppy2@aussie.zone · 2 pts · 321d (3 replies)

Afaik the first specifically small cap value ETF available domestically? Dimensional (and presumably others) have had small OR value but not both. VanEck have ETFs for "quality" which have some overlap.

A smidge pricey at 0.49% but I guess not terrible compared to the alternatives available. At a glance it looks like basically a wrapper over the US version of the fund. edit: it looks like it's actually the Ireland version

Eyekaytee@aussie.zone · 1 pts · 321d (2 replies)
MHLoppy2@aussie.zone · 3 pts · 321d (1 reply)

The main thing is that SMLL only covers Australia. AVTS is global developed (global excluding emerging markets).

There are also some important differences in methodology and number of holdings but those are less relevant insofar as the two ETFs aren't in the same product category 😅

Eyekaytee@aussie.zone · 1 pts · 321d

🙏

SaneMartigan@aussie.zone · 2 pts · 320d (3 replies)

It might be against my profits but I'm trying to avoid invvesting with vanguard/blackrock as I think they've got too much sway. Much like trying to catch PT more, my efforts probably amount to nothing more than a slightly better night's sleep for me. Still fuck big money somewhat.

MHLoppy2@aussie.zone · 2 pts · 318d (2 replies)

Still fuck big money somewhat.

Kind of wild to realize that VanEck, who have ~$100 billion in AUM (already a basically incomprehensible amount of money), have less than 1% of the AUM of either Blackrock or Vanguard.

SaneMartigan@aussie.zone · 2 pts · 318d (1 reply)

It puts me off investing with such a massive engine of a company. I really struggle with the ethics of money, it's why I dropped being a therapist, telling people to get more sessions because it's good for my mortgage didn't sit right with me.

hanrahan@piefed.social · 1 pts · 292d

I really struggle with the ethics of money,

There aren't any, it's a fucking cesspit, moneys existence is an indicator of society that will colapse.

You have to navigate it though, failure to do so leads to jail time.

Look at CBA, choice labels it arguably the worst company in Australia but here we are, every Australian probably owns a share (via super or directly)