EBI vs TACU

EBIALongview Advantage ETF

TACUAT. Rowe Price Active Core U.S. Equity ETF

In short

EBI A boutique take on the academic value-and-profitability playbook, with Dimensional alumni on the desk: an unconstrained all-cap US stock fund leaning toward cheaper, more profitable companies for 0.24% net of a waiver through December 31, 2026 (0.34% gross).

TACU T. Rowe Price's quant-plus-fundamental take on core large-cap U.S. stock, benchmarked to the Russell 1000. Gross fee 0.14%, fully waived to zero through January 30, 2027.

Stated mandate

EBI The Fund seeks long-term capital appreciation through an actively managed investment approach.

TACU The fund seeks long-term capital growth through a primarily U.S. equity portfolio. It combines quantitative models with fundamental, bottom-up analysis and seeks excess returns relative to the Russell 1000 Index.

Why people hold it

• EBI Leans toward cheaper, more profitable companies: value measured by book/price, profitability by operating profits to book. Academic factors, run with active discretion, not an index.longviewresearchpartners.com
• 0.24% net of a waiver through December 31, 2026, and 0.34% gross. Below the category median and under DYNF's 0.26%, though above the Dimensional and Avantis cores.
• Owns well over a thousand US stocks, so no single name carries the fund.stockanalysis.com
• Cheap for its category, broadly diversified and steadily run: one of the stronger implementations in the active US equity crowd.

• TACU Fee fully waived: 0.14% gross, zero net through January 30, 2027. That sits below every top-scoring peer in the category, including DFAU at 0.12% with no waiver.troweprice.com
• Quant models feed bottom-up stock picking with tilts to profitability, quality and value, chasing excess return over the Russell 1000 while holding tracking error tight.troweprice.com
• Several hundred large-cap names, so no single position runs the show. One of the stronger profiles in a crowded active U.S. equity field.troweprice.com

Worth knowing

• EBI Launched in February 2025, so the track record is short and spans no full market cycle.
• The 0.24% price tag rests on a waiver through December 31, 2026; the gross fee is 0.34% if it lapses.
• Thinly traded next to the category's giants, and distributions land once or twice a year rather than monthly.

• TACU Launched in December 2025, so the live record is short and the risk read rests on limited history.
• Still a small fund that trades lightly, which can mean wider spreads than the category's giants.
• Distributions are annual at most, with no declared income target. This is a growth mandate, not a cash-flow one.

Full EBI profile⁠

Full TACU profile⁠