AVLC vs PRMR

AVLCAAvantis U.S. Large Cap Equity ETF

PRMRCPeakShares RMR Prime 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.

PRMR An outside wealth manager trims the S&P 500 universe down to a selective, equally weighted book of US large caps, so a few mega-caps don't set the pace. Stock picking by hand, priced like it.

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.

PRMR The Fund seeks capital appreciation and income.

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.

• PRMR Starts from the S&P 500 universe and equal-weights a chosen subset, so the biggest names don't dominate the portfolio the way they do in a cap-weighted index fund.peaksharesfunds.com
• Risk is spread across the roster rather than parked in a few giants, one of the stronger portfolio builds among US large-cap active funds.
• Day-to-day selection sits with sub-adviser RMR Wealth Builders of Montclair, NJ, under adviser PeakShares LLC, inside the Northern Lights Fund Trust II structure.sec.gov

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

• PRMR Carries 1.00% net (1.23% gross, net of a waiver through November 30, 2027), above the category median. Index-style peers DFAU (0.12%) and AVLC (0.15%) cover US large caps far cheaper.
• Launched December 2025: short history, a small asset base and light trading, so the spread between bid and ask can bite more than at the category's household names.
• Fully discretionary with no index to anchor it, so outcomes track the managers' sector and stock calls. The stated objective pairs capital appreciation with income.

Full AVLC profile⁠

Full PRMR profile⁠