RSMC vs AVTM
Comparison between ROCKEFELLER U.S. SMALL-MID CAP ETF (RSMC, ETF) and AVANTIS TOTAL EQUITY MARKETS ETF (AVTM, ETF).
RSMC vs AVTM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
RSMC
$785M
AVTM
$779M
Expense Ratio
RSMC
0.75%
Winner
AVTM
0.22%
Max Drawdown
RSMC
22.33%
Winner
AVTM
9.29%
Sharpe Ratio
RSMC
0.30
Winner
AVTM
1.00
5Y Beta
Winner
RSMC
0.96
AVTM
1.06
P/E Ratio
RSMC
30.95
Winner
AVTM
26.59
Forward P/E
Winner
RSMC
19.13
AVTM
19.67
PEG Ratio
RSMC
0.66
AVTM
N/A
5Y EPS CAGR
RSMC
16.36%
Winner
AVTM
24.95%
Debt to Equity
RSMC
64.60%
AVTM
N/A
P/S Ratio
Winner
RSMC
0.83
AVTM
3.12
P/B Ratio
Winner
RSMC
3.83
AVTM
4.78
RSMC vs AVTM - Holdings Comparison
RSMC and AVTM have 34 common holdings. Overlap is 1.03%
RSMC's top 25 holdings weight is 66.57%. AVTM's top 25 holdings weight is 54.19%.
| Rank | RSMC | AVTM |
|---|---|---|
| #1 | FIRSTCASH HOLDINGS INC (FCFS) - 4.00% | AVANTIS INTERNATIONAL EQUITY ETF (AVDE) - 8.60% |
| #2 | STONEX GROUP INC (SNEX) - 3.99% | NVIDIA CORP (NVDA) - 5.41% |
| #3 | HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC (HASI) - 3.85% | AVANTIS EMERGING MARKETS EQUITY ETF (AVEM) - 4.20% |
| #4 | TD SYNNEX CORP (SNX) - 3.31% | APPLE INC (AAPL) - 3.96% |
| #5 | RADNET INC (RDNT) - 3.02% | ALPHABET INC CLASS C (GOOG) - 3.66% |
| #6 | BADGER METER INC (BMI) - 2.88% | AVANTIS U.S. QUALITY ETF (AVUQ) - 3.17% |
| #7 | JONES LANG LASALLE INC (JLL) - 2.87% | JPMORGAN CHASE & CO (JPM) - 2.74% |
| #8 | CASELLA WASTE SYSTEMS INC CLASS A (CWST) - 2.84% | MICROSOFT CORP (MSFT) - 2.24% |
| #9 | INTERDIGITAL INC (IDCC) - 2.63% | META PLATFORMS INC CLASS A (META) - 2.00% |
| #10 | KORN FERRY (KFY) - 2.63% | THE GOLDMAN SACHS GROUP INC (GS) - 1.72% |
| #11 | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 2.52% | ELI LILLY AND CO (LLY) - 1.72% |
| #12 | CHURCHILL DOWNS INC (CHDN) - 2.48% | AMAZON.COM INC (AMZN) - 1.54% |
| #13 | NORDSON CORP (NDSN) - 2.44% | MICRON TECHNOLOGY INC (MU) - 1.46% |
| #14 | PRIMO BRANDS CORP ORDINARY SHARES CLASS A (PRMB) - 2.43% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.30% |
| #15 | ONTO INNOVATION INC (ONTO) - 2.39% | APPLIED MATERIALS INC (AMAT) - 1.29% |
| #16 | ESCO TECHNOLOGIES INC (ESE) - 2.39% | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 1.24% |
| #17 | AAON INC (AAON) - 2.35% | TWILIO INC CLASS A (TWLO) - 1.07% |
| #18 | RBC BEARINGS INC (RBC) - 2.31% | ALPHABET INC CLASS A (GOOGL) - 1.07% |
| #19 | DIGITALOCEAN HOLDINGS INC (DOCN) - 2.31% | BROADCOM INC (AVGO) - 0.97% |
| #20 | SEI INVESTMENTS CO (SEIC) - 2.20% | MARVELL TECHNOLOGY INC (MRVL) - 0.96% |
| #21 | MUELLER INDUSTRIES INC (MLI) - 2.20% | VISA INC CLASS A (V) - 0.94% |
| #22 | OLLIE'S BARGAIN OUTLET HOLDINGS INC (OLLI) - 2.16% | ARISTA NETWORKS INC (ANET) - 0.77% |
| #23 | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 2.15% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #24 | STRIDE INC (LRN) - 2.14% | JABIL INC (JBL) - 0.72% |
| #25 | PJT PARTNERS INC CLASS A (PJT) - 2.08% | O'REILLY AUTOMOTIVE INC (ORLY) - 0.71% |
| Total Holdings | 46 | 1394 |
RSMC vs AVTM - Historical Returns
Returns include dividend reinvestment.
1M
RSMC
-2.91%
Winner
AVTM
-0.25%
3M
RSMC
+2.68%
Winner
AVTM
+6.66%
6M
RSMC
+3.91%
Winner
AVTM
+8.75%
1Y
RSMC
+8.38%
AVTM
N/A
Max(CAGR)
RSMC
+5.90%
Winner
AVTM
+19.89%
RSMC vs AVTM - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | RSMC | AVTM |
|---|---|---|
| 2026 | +10.10% | +8.75% |
| 2025 | -0.75% | N/A |
| 2024 | +0.68% | N/A |
RSMC vs AVTM Drawdown Comparison
The maximum drawdown for RSMC was -22.33%, occurring on Apr 8, 2025. Recovery took 347 trading sessions.
The maximum drawdown for AVTM was -9.21%, occurring on Mar 30, 2026. Recovery took 45 trading sessions.
The current RSMC drawdown is -3.01%. The current AVTM drawdown is -1.12%.
| Rank | RSMC | AVTM |
|---|---|---|
| #1 | -22.33% Nov 25, 2024 - Apr 17, 2026 | -9.21% Feb 9, 2026 - Apr 15, 2026 |
| #2 | -4.34% Nov 11, 2024 - Nov 25, 2024 | -4.04% Jun 4, 2026 - Jun 10, 2026 |
| #3 | -4.29% May 8, 2026 - Jun 12, 2026 | -2.21% Feb 2, 2026 - Feb 6, 2026 |
| #4 | -4.11% Jun 30, 2026 - Jul 20, 2026 | -2.09% May 14, 2026 - May 26, 2026 |
| #5 | -3.31% Oct 16, 2024 - Nov 6, 2024 | -1.01% Apr 27, 2026 - Apr 30, 2026 |
| #6 | -2.65% Apr 24, 2026 - May 5, 2026 | -0.70% May 1, 2026 - May 5, 2026 |
| #7 | -1.38% Jun 22, 2026 - Jun 30, 2026 | -0.69% Apr 20, 2026 - Apr 22, 2026 |
| #8 | -1.18% Jun 15, 2026 - Jun 18, 2026 | -0.68% May 6, 2026 - May 8, 2026 |
| #9 | -0.09% May 6, 2026 - May 8, 2026 | -0.65% Jun 2, 2026 - Jun 4, 2026 |
| #10 | -0.05% Oct 14, 2024 - Oct 16, 2024 | -0.51% Apr 22, 2026 - Apr 24, 2026 |
| #11 | N/A | -0.35% May 11, 2026 - May 13, 2026 |
| #12 | N/A | -0.20% May 26, 2026 - May 28, 2026 |
Correlation
Correlation between RSMC and AVTM is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
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