AVGE — Avantis All Equity Markets ETF

Avantis (American Century) · Expense Ratio: 0.25% · Global/All-World · 6bp above the Global/All-World category average of 0.19%

Core Holding

Key Facts

TickerAVGE
Full NameAvantis All Equity Markets ETF
ProviderAvantis (American Century)
Expense Ratio0.25%
CategoryGlobal/All-World
Assets Under Management$1B
Inception Year2022 (4 years ago)
Number of Holdings11
Dividend Yield~1.6% (moderate)
Top HoldingsAVUS, AVDE, AVEM, AVUV

What Is AVGE?

AVGE, managed by Avantis (American Century), launched in 2022, is a smaller fund — check bid-ask spreads before making large trades in the Global/All-World category. Global all-world stock ETF providing exposure to both US and international markets. With $1B in assets under management, investors should verify current bid-ask spreads, especially for large orders.

AVGE in a FIRE Portfolio

Total world coverage at 0.25% — the ultimate single-fund core for FIRE investors who want geographic diversification without managing multiple holdings.

As a core holding:

A core holding should make up 50-80% of your equity allocation in a FIRE portfolio. AVGE already includes both US and international stocks — you could hold this as your entire equity allocation, making it the simplest possible FIRE portfolio.

Cost Analysis: How AVGE's 0.25% Fee Affects Your FIRE Timeline

At 0.25%, AVGE is moderately priced. Annual cost on a $100K position: $250. Over 30 years, fees could consume approximately 1.5% of total returns. On a $1M FIRE portfolio, cumulative fees approach $25,000. Compare with lower-cost peers in Global/All-World: .

Dividend Income Potential

With a moderate dividend yield of approximately 1.6%, here's what AVGE could generate in annual income at different portfolio sizes:

Portfolio Value Annual Dividend Income Monthly Income
$100,000 $1,600/year $133/month
$250,000 $4,000/year $333/month
$500,000 $8,000/year $667/month
$1,000,000 $16,000/year $1,333/month

Frequently Asked Questions About AVGE

What is the expense ratio for AVGE?

AVGE has an expense ratio of 0.25%. This is moderately priced — on a $100K portfolio, annual fees are $250. 6bp above the global/all-world category average of 0.19%.

Is AVGE good for a FIRE portfolio?

Total world coverage at 0.25% — the ultimate single-fund core for FIRE investors who want geographic diversification without managing multiple holdings. Its 0.25% expense ratio is moderately priced for the Global/All-World category.

How does the 0.25% fee affect long-term returns?

At 0.25%, annual costs are $250/$100K. Over 30 years, this could reduce your final portfolio value by 1.5% or more. For a $1M FIRE portfolio, that's $15,000+ in lost compound growth.

Is AVGE liquid enough for my portfolio?

AVGE manages $1B in assets — a smaller fund — check bid-ask spreads before making large trades. For most individual FIRE investors making regular contributions, liquidity is sufficient. If you're investing large lump sums ($100K+), use limit orders to control your execution price.

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