AVLC vs EBI

AVLCAAvantis U.S. Large Cap Equity ETF

EBIALongview Advantage 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.

EBI A boutique take on the academic value-and-profitability playbook, with Dimensional alumni on the desk: an unconstrained all-cap US stock fund leaning toward cheaper, more profitable companies for 0.24% net of a waiver through December 31, 2026 (0.34% gross).

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.

EBI The Fund seeks long-term capital appreciation through an actively managed investment approach.

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.

• EBI Leans toward cheaper, more profitable companies: value measured by book/price, profitability by operating profits to book. Academic factors, run with active discretion, not an index.longviewresearchpartners.com
• 0.24% net of a waiver through December 31, 2026, and 0.34% gross. Below the category median and under DYNF's 0.26%, though above the Dimensional and Avantis cores.
• Owns well over a thousand US stocks, so no single name carries the fund.stockanalysis.com
• Cheap for its category, broadly diversified and steadily run: one of the stronger implementations in the active US equity crowd.

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

• EBI Launched in February 2025, so the track record is short and spans no full market cycle.
• The 0.24% price tag rests on a waiver through December 31, 2026; the gross fee is 0.34% if it lapses.
• Thinly traded next to the category's giants, and distributions land once or twice a year rather than monthly.

Full AVLC profile⁠

Full EBI profile⁠