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AVLC vs SURE

Avantis U.S. Large Cap Equity ETF

AVLCANYSE Arca

AdvisorShares Insider Advantage ETF

SURECNYSE Arca

Overlap

Expense ratio

AVLC −0.75pt a year

AVLC0.15%SURE0.90%

Avg volume · 30D

AVLC 139.5×the volume

AVLC84.5KSURE606

3Y return · a year

AVLC +2.8pt

AVLC+22.5%SURE+19.7%

AVLC vs SURE Performance

Nov 7, 2025 – Nov 9, 2026

+17.4%AVLC+29.2%SURE

Nov 7, 2025 to Nov 9, 2026. AVLC +17.4%. SURE +29.2%. Use the arrow keys to read each point.0%5%10%25%Nov 2025May 2026Nov 2026
Expense ratio
AVLC 0.15%, better
SURE 0.90%
Fund size
AVLC $1.53B
SURE $58M
1Y total return
AVLC +17.4%
SURE +29.2%, better
Yield (12M)
AVLC 0.88%, better
SURE 0.82%
Holdings
AVLC 857
SURE 101
Avg volume (30D)
AVLC 84.5K sh, better
SURE 606 sh
NAV per share
AVLC $87.30
SURE $153.58
52W range

ETF.net Grade

AVLC: Cost 96, Risk 69, Mission not scored, Tradability 93, Holdings 87, Durability 81. SURE: Cost 23, Risk 67, Mission 78, Tradability 36, Holdings 89, Durability 67.
Pillar letters and Scores for AVLC, SURE, with each pillar’s weight
PillarAVLCSURE
Cost30% weightA96HigherF23
Mission25% weightNot scoredA78
Risk15% weightB69HigherB67
Tradability15% weightA93HigherD36
Holdings10% weightA87A89Higher
Durability5% weightA81HigherB67

Rank among US Active Equity funds

How we build Categories ›
Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. AVLC and SURE are both graded against the same 121 US Active Equity funds, so their Grades compare head to head.

US Active Equity⁠

Category · 121 funds
See all 121 ›

AVLC ranks 1st and SURE 70th of 121 funds in the US Active Equity Category.

  1. Rank 1AAVLCAvantis U.S. Large Cap Equity ETFScore 87
  2. Rank 2ADFAUDimensional US Core Equity Market ETFScore 86
  3. Rank 67CHGROHedgeye Quality Growth ETFScore 47
  4. Rank 70CSUREAdvisorShares Insider Advantage ETFScore 46
  5. Rank 71CBEEZHoneytree U.S. Equity ETFScore 45

Our read on each fund

ETF.net Research

AVLCAAvantis U.S. Large Cap Equity ETF

SURECAdvisorShares Insider 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.

SURE An actively managed, roughly 100-stock US portfolio that weights every holding the same and screens for profitability. A 2011-vintage boutique in a corner of the market now ruled by ultra-cheap quant giants.

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.

SURE The Fund seeks long-term capital appreciation.

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.
  • SURE Equal weight across about 100 US names, so no single mega-cap dominates the portfolio, with profitability built into the selection screen rather than bolted on afterward.
  • Live since 2011, which means the strategy has run through real market cycles rather than arriving as a fresh backtest.
  • The stock book is the strongest part of the package: a diversified, all-US equity sleeve under a plain 1940 Act fund wrapper with a single mandate, long-term capital appreciation.

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
  • SURE Cost is the trade-off: 1.00% a year against a 0.65% median for active US equity funds, while systematic rivals like DFAU (0.12%) and AVLC (0.15%) charge a sliver of that.
  • Thinly traded for its category, so limit orders matter and spreads can widen when markets get jumpy.
  • Distributions land once or twice a year, not monthly. The mandate is capital appreciation, not an income stream.

Full AVLC profile⁠

Full SURE profile⁠

AVLC vs SURE Holdings

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

AVLC vs SURE Cost

Overpaying SURE vs AVLC

$13,903

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • AVLC 0.15%

    $3,137

  • SURE 0.90%

    $17,040

$10,000
30 years

Cost over time

  • AVLC 0.15%
  • SURE 0.90%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K$20K051015202530SURE $17,040AVLC $3,137

Year by year

YearAVLCSUREOverpaying
10$274$1,593$1,319
20$1,071$6,015$4,944
30$3,137$17,040$13,903

Expense ratio

  • 0.15%AVLC, cheaper
  • 0.90%SURE
  • Middle half of US Active Equity funds
  • Median 0.68%

AVLC 6th cheapest of 121 funds

SURE 94th cheapest of 121 funds

AVLC vs SURE Dividends

Last 12 months to Nov 9, 2026
Yield (12M)
AVLC 0.88%, better
SURE 0.82%
Payout (12M)
AVLC $0.79
SURE $1.29
Last payment
AVLC $0.19
SURE $1.29
Ex-dividend
AVLC Sep 8, 2026
SURE Dec 22, 2025
Paid on
AVLC Sep 10, 2026
SURE Dec 29, 2025
Frequency
AVLC Quarterly
SURE Annual

Distribution history

Per share, 2017 to 2026, same scale for both

AVLCQuarterly · 12 paymentsAll AVLC payments⁠
One bar per payment. 12 payments from 2017 to 2026 YTD. Dec 18, 2023 $0.21; Mar 21, 2024 $0.18; Jun 24, 2024 $0.17; Sep 23, 2024 $0.15; Dec 17, 2024 $0.23; Mar 25, 2025 $0.18; Jun 24, 2025 $0.20; Sep 23, 2025 $0.14; Dec 16, 2025 $0.22; Mar 10, 2026 $0.15; Jun 9, 2026 $0.23; Sep 8, 2026 $0.19. Use the arrow keys to read each point.$0$12017202020232026YTD
SUREAnnual · 9 paymentsAll SURE payments⁠
One bar per payment. 9 payments from 2017 to 2026 YTD. Dec 27, 2017 $0.47; Dec 27, 2018 $0.74; Dec 27, 2019 $0.82; Dec 24, 2020 $1.02; Dec 23, 2021 $1.06; Dec 23, 2022 $1.48; Dec 26, 2023 $1.16; Dec 23, 2024 $0.79; Dec 22, 2025 $1.29. Use the arrow keys to read each point.$0$12017202020232026YTD

AVLC vs SURE Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

VolatilityStd dev, 3 years
AVLC 12.7%, betterSURE 13.9%
Return per unit of riskSharpe ratio, 3 years
AVLC 1.43, betterSURE 1.09
Worst fallMax drawdown, 5 years
AVLC −19.6%since Sep 2023SURE −23.7%
Market sensitivityBeta, 5 years
AVLC 1.00SURE 0.92

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