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AVLC - ETF AI Analysis
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Avantis U.S. Large Cap Equity ETF (AVLC)
Rating:74Outperform
Price Target:―
Positive Factors
Broad Sector Diversification
The fund spreads its investments across many sectors, which can help reduce the impact if any one industry struggles.
Exposure to Leading Technology Names
Top holdings include major technology companies that have been important drivers of the U.S. stock market, offering potential for growth.
Low Expense Ratio
The fund’s relatively low annual fee means more of any gains can stay in investors’ pockets instead of going to costs.
Negative Factors
Heavy U.S. Concentration
Almost all assets are invested in U.S. companies, providing little diversification across different countries and economies.
Top Holdings Recently Mixed
Several of the largest positions have shown weak or negative recent performance, which can weigh on the fund’s short-term results.
High Reliance on Technology Sector
A large portion of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that sector.
AVLC vs. SPDR S&P 500 ETF (SPY)
AUM1.01B
RegionNorth America
Expense Ratio0.15%
Beta1.02
IssuerAvantis
Inception DateSep 26, 2023
Dividend Yield0.9%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume35,585
30 Day Avg. Volume54,529
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
95.51Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering883
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
AVLC Summary
The Avantis U.S. Large Cap Equity ETF (AVLC) invests mainly in large, well-known U.S. companies across many industries, without tracking a specific index. It focuses on big, established businesses, including names like Apple and Microsoft, aiming to capture their long-term growth while spreading risk across sectors such as technology, finance, and consumer companies. Someone might invest in AVLC to get broad, one-stop exposure to leading U.S. stocks and seek long-term growth in a simple way. A key risk is that it is heavily tilted toward large U.S. tech stocks, so its value can rise and fall with that part of the market.
How much will it cost me?The Avantis U.S. Large Cap Equity ETF (AVLC) has an expense ratio of 0.15%, meaning you’ll pay $1.50 per year for every $1,000 invested. This cost is lower than average because the fund is passively managed, focusing on broad exposure to U.S. large-cap stocks rather than active stock picking.
What would affect this ETF?The AVLC ETF, with its focus on U.S. large-cap stocks, could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as strong consumer spending and innovation from companies like Apple and Nvidia. However, it may face challenges from rising interest rates, which could impact financial sector performance, and economic slowdowns that might affect cyclical industries such as consumer discretionary and industrials. Regulatory changes targeting big tech companies or shifts in trade policies could also influence the ETF's future performance.
AVLC Top 10 Holdings
AVLC is riding the Big Tech and AI wave, with Nvidia and Micron acting as powerful engines thanks to their strong, AI-fueled momentum. Apple has perked up recently but its longer-term performance looks a bit tired, while Microsoft and Amazon have been lagging and occasionally tapping the brakes on the fund. Alphabet and Meta are more steady contributors, helping smooth out the bumps. Overall, this is a U.S.-only, large-cap portfolio that leans heavily into technology and communication services, making it a clear bet on the digital and AI economy.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 5.10% | $51.59M | $4.38T | 48.15% | 76 Outperform | |
| Apple | 4.94% | $49.98M | $3.67T | 17.16% | 79 Outperform | |
| Microsoft | 4.21% | $42.61M | $2.94T | 1.80% | 79 Outperform | |
| Amazon | 3.52% | $35.63M | $2.23T | 4.91% | 71 Outperform | |
| Alphabet Class A | 2.50% | $25.31M | $3.65T | 82.66% | 85 Outperform | |
| Meta Platforms | 2.46% | $24.87M | $1.55T | 1.00% | 76 Outperform | |
| Alphabet Class C | 1.96% | $19.86M | $3.65T | 79.85% | 82 Outperform | |
| Broadcom | 1.87% | $18.89M | $1.53T | 64.75% | 76 Outperform | |
| JPMorgan Chase | 1.23% | $12.39M | $764.45B | 21.94% | 72 Outperform | |
| Micron | 1.19% | $12.07M | $479.61B | 322.79% | 79 Outperform |
AVLC Technical Analysis
Negative
―
Price Trends
80.54
Negative
79.05
Negative
75.78
Positive
Market Momentum
-0.54
Positive
34.66
Neutral
19.35
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AVLC, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 80.47, equal to the 50-day MA of 80.54, and equal to the 200-day MA of 75.78, indicating a neutral trend. The MACD of -0.54 indicates Positive momentum. The RSI at 34.66 is Neutral, neither overbought nor oversold. The STOCH value of 19.35 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AVLC.
AVLC Peer Comparison
Comparison Results
Performance Comparison
AVLC
Avantis U.S. Large Cap Equity ETF
77.95
13.53
21.00%
QQQI
NEOS Nasdaq 100 High Income ETF
―
―
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SPYI
NEOS S&P 500 High Income ETF
―
―
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DIVO
Amplify CWP Enhanced Dividend Income ETF
―
―
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FELC
Fidelity Enhanced Large Cap Core ETF
―
―
―
TCAF
T. Rowe Price Capital Appreciation Equity ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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