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Avantis InvestorsLarge BlendAVLC · NYSE Arca

Avantis U.S. Large Cap Equity ETF (AVLC)

Price
$91.04
11 Sept 2026
Assets
$1.5B
Total net assets
Expense ratio
0.15%
Category 0.72%
Yield
0.80%
Trailing distributions
3Y CAGR
Category 19.2%
5Y CAGR
Category 11.4%
Loading NAV history…
Avantis U.S. Large Cap Equity ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-1.2%+2.6%+17.3%+16.6%+21.4%+24.0%
Large Blend average-1.7%2.7%14.8%12.0%15.6%19.2%11.4%14.1%14.5%
Difference+0.5%-0.1%+2.6%+4.5%+5.8%+9.5%

Holdings

The 10 largest positions make up 29.6% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
NVDANVIDIA Corp5.48%
AAPLApple Inc5.39%
MSFTMicrosoft Corp4.65%
AMZNAmazon.com Inc3.81%
MUMicron Technology Inc2.16%
METAMeta Platforms Inc Class A1.89%
AVGOBroadcom Inc1.82%
GOOGLAlphabet Inc Class A1.73%
JPMJPMorgan Chase & Co1.36%
GOOGAlphabet Inc Class C1.35%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
22.4
P/B
4.4
P/S
2.7
P/CF
15.7

Sector allocation

Share of the equity the fund holds.

33.0%Technology11 sectors
  1. Technology33.0%
  2. Financial services14.9%
  3. Industrials10.2%
  4. Consumer discretionary10.1%
  5. Health care8.4%
  6. Communication services7.5%
  7. Energy7.0%
  8. Consumer staples4.6%
  9. Materials2.2%
  10. Utilities2.0%
  11. Real estate0.1%

Asset mix

  • Stocks99.9%
  • Cash0.1%

ETF details

Issuer
Avantis Investors
Category
Equity · Large Blend
Ticker
AVLC
Exchange
NYSE Arca
Inception
26 Sept 2023 (3.0 years)
Structure
Exchange Traded Fund
Expense ratio
0.15% (category 0.72%)
Holdings turnover
1% (category 95%)
Distribution yield
0.80%
Beta, 3 years
0.00
Total net assets
$1.5B

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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