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AVLC vs AVUS

Avantis U.S. Large Cap Equity E vs Avantis US Equity ETF

AVLC

Avantis U.S. Large Cap Equity E

Avantis Investors

Annual cost

0.15%

Fund size

$1.2B

AVUS

Avantis US Equity ETF

Avantis Investors

Annual cost

0.15%

Fund size

$12.2B

Key differences

  • AVUS is significantly larger than AVLC — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

AVLCAVUS
Annual cost (TER)0.15%0.15%
Fund size (AUM)$1.2B$12.2B
Since20232019
Dividend yield0.82%0.95%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+35.2%+35.5%
CAGR 3YN/A+22.9%
CAGR 5YN/A+13.6%
Sharpe 3YN/A1.20
Volatility 1Y12.55%12.33%
Max drawdown-19.64%-37.04%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to AVLC and AVUS