AVLC vs PLGI

AVLCAAvantis U.S. Large Cap Equity ETF

PLGIDPL Growth and Income 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.

PLGI A boutique swing at growth plus income: 30 to 50 hand-picked US stocks, with options writing layered on for cash flow. Live since December 2025, and priced at the premium end of active equity.

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.

PLGI The Fund seeks long-term capital appreciation and income. It normally invests at least 80% of assets in a combination of growth-company equities and income-producing securities or options.

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.

• PLGI Concentration is the point: a focused book of 30 to 50 common stocks, any market cap, so individual picks actually move the fund instead of getting diluted.nasdaqtrader.com
• Two jobs, one wrapper. At least 80% of assets sit in growth-company equities plus income-producing securities or options, so the income leg is written into the mandate.plgrowthincome.com
• Genuinely active, with no index to hug. The adviser picks names and can trade frequently, and the holdings lean toward US-listed issuers.plgrowthincome.comnasdaqtrader.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

• PLGI The price tag is 1.25% a year. Low-cost active peers like DFAU and FELC run under 0.20%, so this strategy carries a much heavier fee load.
• Small and thinly traded, with a track record that only starts in December 2025. Limit orders and patience matter more here than with a heavily traded large-cap fund.
• Concentration cuts both ways: with only a few dozen names, one stumble lands harder, and calls written on holdings can trim upside when a stock runs.nasdaqtrader.com

Full AVLC profile⁠

Full PLGI profile⁠