AVLC vs CGGR

AVLCAAvantis U.S. Large Cap Equity ETF

CGGRBCapital Group Growth 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.

CGGR Old-line active stock picking, delivered in an ETF shell. It hunts capital appreciation across roughly a hundred companies and charges 0.39% a year, undercutting most active US equity ETFs. Live since 2022 and already a multi-billion-dollar fund.

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.

CGGR The fund seeks growth of capital by investing in a broad group of companies that appear to offer opportunities for 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.

• CGGR 0.39% a year for active management, well under the typical active US equity ETF fee.
• Roughly a hundred holdings: real stock picking, not an index in disguise, without betting the farm on a handful of names.
• The portfolio matches its stated growth-of-capital mandate closely, and it stands in the upper tier of a crowded active US equity field.
• Multi-billion-dollar asset base and steady trading volume, so spreads tend to stay manageable for everyday orders.

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

• CGGR Growth mandates swing harder than the broad market. Drawdowns here have historically run deeper than a plain total-market fund.
• Cheap for active, not cheap outright: systematic peers like DFAU (0.12%) and AVLC (0.15%) cost a fraction of it.
• Distributions come annually or semiannually, and the mandate allows international names alongside US stocks.

Full AVLC profile⁠

Full CGGR profile⁠