AVLC vs BLUX

AVLCAAvantis U.S. Large Cap Equity ETF

BLUXABluemonte Dynamic Total Market ETF

In short

AVLC Active management with index-fund manners: roughly 900 U.S. large caps, with the dial turned toward cheaper, more profitable companies. Avantis charges 0.15% a year to do it.

BLUX An active fund that buys ETFs, not stocks: Bluemonte dials broad U.S. market exposure across large, mid and small caps, with an international slice, from a short list of building-block funds.

Stated mandate

AVLC The fund seeks long-term capital appreciation. It invests broadly in U.S. large-capitalization companies while using active decisions to overweight lower valuations and higher profitability.

BLUX The Fund seeks capital growth through an actively managed portfolio of ETFs that provides broad market exposure, primarily to U.S. companies across market capitalizations.

Why people hold it

• AVLC 0.15% a year against a 0.65% median for active U.S. equity funds. That is passive-style pricing on an actively run book.
• Holds about 900 names against the Russell 1000, so the value and profitability tilts sit on top of broad market exposure instead of a concentrated bet.avantisinvestors.com
• One of the stronger builds in the active U.S. equity group, priced in the same neighborhood as the Dimensional core funds (DFAU, DFAC) it competes with.
• A multi-billion-dollar fund that trades steadily, so spreads and liquidity are rarely the sticking point. Distributions are paid quarterly.

• BLUX Cost is 0.23% net of a waiver running through August 31, 2027 (0.28% gross), below the median fee for active U.S. equity funds.
• Active without the stock picking: the manager shifts weights among broad ETFs, so no single company carries the portfolio.
• One ticker covers U.S. companies across market caps plus international exposure, per the prospectus.
• Sits in the upper tier of its active U.S. equity peer group, with cost a big part of why.

Worth knowing

• AVLC Launched in 2023. The tilt philosophy is well worn at Avantis, but this fund's own live record is still short.
• Active, not index-tracking. The Russell 1000 is a reference point, not a leash, so holdings and weights can drift from it.
• Leaning toward cheaper, higher-profitability companies means stretches where it moves differently from the plain cap-weighted market, in either direction.avantisinvestors.com

• BLUX Young fund, listed in June 2025, so the track record is short and the risk picture rests on about a year of data.
• A fund of ETFs adds a management layer on top of the funds it owns; cheaper core peers like DFAU (0.12%) and AVLC (0.15%) skip that layer.
• It trades lightly for its category, so spreads can be wider than its asset base suggests.

Full AVLC profile⁠

Full BLUX profile⁠