AVLC vs NEWZ

AVLCAAvantis U.S. Large Cap Equity ETF

NEWZDStockSnips AI-Powered Sentiment US All Cap 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.

NEWZ NEWZ hands stock picking to a news reader. StockSnips' proprietary model scores how positive the press coverage is on US-listed companies, then holds roughly 30 large, mid and small caps sitting at the top of that ranking.

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.

NEWZ The Fund is an actively managed exchange-traded fund that seeks to achieve its investment objective; the cited passage does not specify a more substantive objective.

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.

• NEWZ Different engine: a proprietary model ranks US-listed stocks by how positive their news coverage is, and the top names become the portfolio. Few equity ETFs run on press tone.etfarchitect.com
• Fishes the whole pond. The universe starts at every US-listed stock, with at least 80% of assets in large, mid and small cap companies, ADRs included.etfarchitect.com
• Roughly 30 positions, so each pick carries real weight rather than being diluted across hundreds of index names. It is an active fund that actually looks active.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

• NEWZ The fee is 0.75% a year, above the typical active US equity ETF and several times the low-cost core actives in the group such as DFAC (0.17%) and AVLC (0.15%).
• A small, lightly traded fund, so bid-ask spreads tend to run wider than the big core names and sizeable orders can move the price.
• Launched in 2024, so there is only a short stretch of live data on how the sentiment model behaves through different markets.

Full AVLC profile⁠

Full NEWZ profile⁠