AVLC vs LQAI

AVLCAAvantis U.S. Large Cap Equity ETF

LQAIDLG QRAFT AI-Powered U.S. Large Cap Core 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.

LQAI Stock picking by algorithm, not analyst. LQAI is an actively managed US large-cap fund whose AI process ranks names on value, momentum, quality and low volatility. Launched in 2023, and still small and lightly traded.

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.

LQAI The Fund seeks capital appreciation through an actively managed U.S. equity strategy enhanced by artificial intelligence.

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.

• LQAI The AI is the product: an actively managed US large-cap portfolio built from value, momentum, quality and low-volatility signals rather than one single-factor bet.
• The model's brief is in writing. The prospectus names the large-cap database it fishes in and the four factors it ranks on, even if the weightings stay proprietary.
• Conventional plumbing: a registered 1940 Act US equity fund, no swap-based or offshore wrapper, with distributions paid quarterly.

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

• LQAI The 0.75% fee sits above the median for active US equity ETFs, and well above core options such as DFAU (0.12%) or AVLC (0.15%).
• It is a small fund that trades thinly, so bid-ask spreads and order size matter more here than in the category's household names.
• Launched in November 2023, so the AI process has a short live record next to peers that have traded through several market cycles.

Full AVLC profile⁠

Full LQAI profile⁠