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AVLC vs BRES

Avantis U.S. Large Cap Equity ETF

AVLCANYSE Arca

Burney U.S. Equity Select ETF

BRESDNasdaq

Overlap

Expense ratio

AVLC −0.64pt a year

AVLC0.15%BRES0.79%

Avg volume · 30D

AVLC 6.1×the volume

AVLC78.8KBRES12.9K

AVLC vs BRES Performance

Jul 31, 2026 – Oct 30, 2026

+1.1%AVLC−5.2%BRES

Jul 31, 2026 to Oct 30, 2026. AVLC +1.1%. BRES −5.2%. Use the arrow keys to read each point.−2%4%6%Jul 2026Sep 2026Oct 2026
Expense ratio
AVLC 0.15%, better
BRES 0.79%
Fund size
AVLC $1.58B
BRES $642M
1Y total return
AVLC +16.4%
BRES No data
Yield (12M)
AVLC 0.87%
BRES No data
Holdings
AVLC 849
BRES 68
Avg volume (30D)
AVLC 78.8K sh, better
BRES 12.9K sh
NAV per share
AVLC $90.02
BRES $25.40
52W range

ETF.net Grade

AVLC: Cost 96, Risk 66, Mission not scored, Tradability 93, Holdings 86, Durability 81. BRES: Cost 31, Risk 38, Mission not scored, Tradability 42, Holdings 59, Durability 60.
Pillar letters and Scores for AVLC, BRES, with each pillar’s weight
PillarAVLCBRES
Cost30% weightA96HigherD31
Mission25% weightNot scoredNot scored
Risk15% weightB66HigherD38
Tradability15% weightA93HigherC42
Holdings10% weightA86HigherB59
Durability5% weightA81HigherB60

Rank among US Active Equity funds

How we build Categories ›
Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. AVLC and BRES are both graded against the same 121 US Active Equity funds, so their Grades compare head to head.

US Active Equity⁠

Category · 121 funds
See all 121 ›

AVLC ranks 1st and BRES 81st of 121 funds in the US Active Equity Category.

  1. Rank 1AAVLCAvantis U.S. Large Cap Equity ETFScore 87
  2. Rank 2ADFAUDimensional US Core Equity Market ETFScore 86
  3. Rank 80CPRMRPeakShares RMR Prime Equity ETFScore 41
  4. Rank 81DBRESBurney U.S. Equity Select ETFScore 40
  5. Rank 81CCVARCultivar ETFScore 40

Our read on each fund

ETF.net Research

AVLCAAvantis U.S. Large Cap Equity ETF

BRESDBurney U.S. Equity Select 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.

BRES Burney has rated stocks on growth, value, profitability, quality and momentum since 1974. BRES puts that model in a plain core U.S. equity wrapper, with one odd twist: a digital-footprint signal built to flag revenue surprises early.

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.

BRES The Fund seeks capital appreciation.

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.
  • BRES The engine is old. Jack Burney built the stock-rating model in 1974, scoring growth, value, profitability, quality and momentum, and shifting emphasis as conditions change.burneyetfs.com
  • The overlay is new: a digital-footprint signal reads a company's online activity to anticipate revenue surprises before they land in reported earnings.burneyetfs.com
  • Legible mandate. Active picks from U.S.-listed common stocks of any market cap, plus equity ETFs, aimed at capital appreciation. No derivatives to decode.etfarchitect.com

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
  • BRES Fees run above the pack: 0.79% a year versus a 0.65% median for active U.S. equity funds, while peers like DFAU (0.12%) and AVLC (0.15%) charge a fraction.
  • Trading is thin for a U.S. stock fund, so bid-ask spreads can run wider than the household names. Check the spread before you place an order.
  • Launched in 2025, so its own live record is short. The model's longer run sits in Burney's separate accounts and its first ETF, BRNY, which dates to 2022.prnewswire.com

Full AVLC profile⁠

Full BRES profile⁠

AVLC vs BRES Holdings

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

AVLC vs BRES Cost

Overpaying BRES vs AVLC

$12,037

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • AVLC 0.15%

    $3,137

  • BRES 0.79%

    $15,174

$10,000
30 years

Cost over time

  • AVLC 0.15%
  • BRES 0.79%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K$20K051015202530BRES $15,174AVLC $3,137

Year by year

YearAVLCBRESOverpaying
10$274$1,405$1,131
20$1,071$5,331$4,260
30$3,137$15,174$12,037

Expense ratio

  • 0.15%AVLC, cheaper
  • 0.79%BRES
  • Middle half of US Active Equity funds
  • Median 0.68%

AVLC 6th cheapest of 121 funds

BRES 82nd cheapest of 121 funds

AVLC vs BRES Dividends

Last 12 months to Oct 30, 2026
Yield (12M)
AVLC 0.87%
BRES No data
Payout (12M)
AVLC $0.79
BRES No data
Last payment
AVLC $0.19
BRES $0.04
Ex-dividend
AVLC Sep 8, 2026
BRES Mar 30, 2026
Paid on
AVLC Sep 10, 2026
BRES Mar 31, 2026
Frequency
AVLC Quarterly
BRES Irregular

Distribution history

Per share, 2023 to 2026, same scale for both

AVLCQuarterly · 12 paymentsAll AVLC payments⁠
One bar per payment. 12 payments from 2023 to 2026 YTD. Dec 18, 2023 $0.21; Mar 21, 2024 $0.18; Jun 24, 2024 $0.17; Sep 23, 2024 $0.15; Dec 17, 2024 $0.23; Mar 25, 2025 $0.18; Jun 24, 2025 $0.20; Sep 23, 2025 $0.14; Dec 16, 2025 $0.22; Mar 10, 2026 $0.15; Jun 9, 2026 $0.23; Sep 8, 2026 $0.19. Use the arrow keys to read each point.$0$0.2520232026YTD
BRESIrregular · 1 paymentAll BRES payments⁠
One bar per payment. 1 payment from 2023 to 2026 YTD. Mar 30, 2026 $0.04. Use the arrow keys to read each point.$0$0.2520232026YTD

AVLC vs BRES Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

VolatilityStd dev, 3 years
AVLC 12.7%BRES No data
Return per unit of riskSharpe ratio, 3 years
AVLC 1.43BRES No data
Worst fallMax drawdown, 5 years
AVLC −19.6%since Sep 2023BRES No data
Market sensitivityBeta, 5 years
AVLC 1.02BRES 0.88

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