ETF overview
The Longview Advantage ETF (EBI) offers extensive exposure to the U.S. equity market, investing across companies irrespective of their market capitalization, sector, or industry. What distinguishes EBI is its focus on selecting companies anticipated to achieve higher returns, largely based on their profitability-to-value metrics. Additionally, the fund may take into account various other selection criteria, such as industry classification, price momentum, liquidity, public float, and its general investment characteristics, including suitability for securities lending. Its investment methodology is integrated, encompassing research, portfolio design, active management, and trading operations. Given its active management style, the adviser makes discretionary decisions regarding investments and allocation adjustments. Furthermore, EBI can engage in securities lending to generate supplementary income, potentially lending up to 33 1/3% of its total assets, contingent on receiving liquid collateral equivalent to at least 102% of the loaned securities' value.
Fund facts
- Expense ratio
- 0.34%
- Fund assets
- 686.5M USD (all share classes)
- Issuer
- Longview
- Inception date
- Feb 26, 2025
- Number of holdings
- 1,740
Breakdown
Holdings (1,740)
| Name | Ticker | Weight |
|---|---|---|
| Apple Inc | AAPL | 5.38% |
| Microsoft Corp | MSFT | 5.04% |
| NVIDIA Corp | NVDA | 4.92% |
| Micron Technology Inc | MU | 2.62% |
| Alphabet Inc | GOOGL | 2.36% |
| Amazon.com Inc | AMZN | 1.79% |
| Broadcom Inc | AVGO | 1.55% |
| JPMORGAN CHASE & CO. | JPM | 1.41% |
| Meta Platforms Inc | META | 1.40% |
| ConocoPhillips | COP | 1.08% |
| and 1,727 more | ||
Similar ETFs
- Avantis U.S. Equity ETFAVUS · Overlap 61% · Expense ratio 0.15%
- Dimensional - US Core Equity 2 ETFDFAC · Overlap 60% · Expense ratio 0.21%
- Dimensional - US Vector Equity ETFDXUV · Overlap 60% · Expense ratio 0.26%
- Avantis U.S. Large Cap Equity ETFAVLC · Overlap 59% · Expense ratio 0.15%
- Dimensional - US Core Equity 1 ETFDCOR · Overlap 58% · Expense ratio 0.17%
- Northern Trust Morningstar US Market Factor Tilt ETFTILT · Overlap 56% · Expense ratio 0.26%
- Dimensional - US Core Equity Market ETFDFAU · Overlap 55% · Expense ratio 0.12%
- Avantis Responsible U.S. Equity ETFAVSU · Overlap 55% · Expense ratio 0.15%
Overlap is the share of assets the two funds hold in common.
Historical returns do not guarantee future returns. This is not investment advice.
- Expense ratio
- 0.34%
- Fund assets
- 686.5M USD (all share classes)
- Issuer
- Longview
- Inception date
- Feb 26, 2025
- Number of holdings
- 1,740
| Name | Ticker | Weight |
|---|---|---|
| Apple Inc | AAPL | 5.38% |
| Microsoft Corp | MSFT | 5.04% |
| NVIDIA Corp | NVDA | 4.92% |
| Micron Technology Inc | MU | 2.62% |
| Alphabet Inc | GOOGL | 2.36% |
| Amazon.com Inc | AMZN | 1.79% |
| Broadcom Inc | AVGO | 1.55% |
| JPMORGAN CHASE & CO. | JPM | 1.41% |
| Meta Platforms Inc | META | 1.40% |
| ConocoPhillips | COP | 1.08% |
| and 1,727 more | ||
The Longview Advantage ETF (EBI) offers extensive exposure to the U.S. equity market, investing across companies irrespective of their market capitalization, sector, or industry. What distinguishes EBI is its focus on selecting companies anticipated to achieve higher returns, largely based on their profitability-to-value metrics. Additionally, the fund may take into account various other selection criteria, such as industry classification, price momentum, liquidity, public float, and its general investment characteristics, including suitability for securities lending. Its investment methodology is integrated, encompassing research, portfolio design, active management, and trading operations. Given its active management style, the adviser makes discretionary decisions regarding investments and allocation adjustments. Furthermore, EBI can engage in securities lending to generate supplementary income, potentially lending up to 33 1/3% of its total assets, contingent on receiving liquid collateral equivalent to at least 102% of the loaned securities' value.
- Avantis U.S. Equity ETFAVUS · Overlap 61% · Expense ratio 0.15%
- Dimensional - US Core Equity 2 ETFDFAC · Overlap 60% · Expense ratio 0.21%
- Dimensional - US Vector Equity ETFDXUV · Overlap 60% · Expense ratio 0.26%
- Avantis U.S. Large Cap Equity ETFAVLC · Overlap 59% · Expense ratio 0.15%
- Dimensional - US Core Equity 1 ETFDCOR · Overlap 58% · Expense ratio 0.17%
- Northern Trust Morningstar US Market Factor Tilt ETFTILT · Overlap 56% · Expense ratio 0.26%
- Dimensional - US Core Equity Market ETFDFAU · Overlap 55% · Expense ratio 0.12%
- Avantis Responsible U.S. Equity ETFAVSU · Overlap 55% · Expense ratio 0.15%
Overlap is the share of assets the two funds hold in common.
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