AVLC vs EAGL

AVLCAAvantis U.S. Large Cap Equity ETF

EAGLCEagle Capital Select Equity 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.

EAGL Eagle Capital has run one strategy since 1988: own 20 to 35 undervalued businesses and hold them. EAGL is that boutique portfolio, opened up in an ETF wrapper in 2024.

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.

EAGL The Fund seeks to generate investment returns superior to U.S. equity markets.

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.

• EAGL One firm, one strategy: Eagle Capital has run the same concentrated, valuation-driven approach since 1988, and in 2024 it put that portfolio into an exchange-traded wrapper.businesswire.com
• Concentration by design: generally 20 to 35 stocks chosen on valuation discount, resilience, growth opportunity and management quality, not on index weight.eaglecap.com
• It has grown into a multi-billion-dollar fund and sits near the top of its active US equity peer group for ease of trading.

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

• EAGL 0.81% a year runs above the typical active US equity ETF, and the systematic names at the top of this group (DFAU, AVLC, FELC) charge a fraction of that.
• Fewer than three dozen names means every pick carries weight. A single stock can move this fund in ways a broad index would shrug off.eaglecap.com
• The underlying approach is decades old, but the ETF itself launched in 2024, so fund-level history is still short. Income arrives once or twice a year, not monthly.

Full AVLC profile⁠

Full EAGL profile⁠