ETF comparison
AVLV vs IVE
Both US Value.
Holdings overlap
112 positions appear in both funds. Buying equal dollars of AVLV and IVE would leave roughly 27.9% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
AVLV is 3 bps cheaper than IVE. On a $100,000 position that's about $30/yr more in fees for IVE.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with AVLV vs IVE.
Top shared holdings
112 shared in total| # | Holding | In AVLV | In IVE | Overlap |
|---|---|---|---|---|
| 1 | Amazon.com Inc | 3.17% | 3.78% | 3.17% |
| 2 | Apple Inc | 3.17% | 7.32% | 3.17% |
| 3 | Exxon Mobil Corp | 2.58% | 1.95% | 1.95% |
| 4 | Costco Wholesale Corp | 2.05% | 1.43% | 1.43% |
| 5 | Merck & Co Inc | 1.75% | 1.09% | 1.09% |
| 6 | JPMorgan Chase & Co | 1.78% | 0.97% | 0.97% |
| 7 | Walmart Inc | 0.89% | 1.71% | 0.89% |
| 8 | Verizon Communications Inc | 1.64% | 0.61% | 0.61% |
| 9 | Union Pacific Corp | 1.53% | 0.56% | 0.56% |
| 10 | Wells Fargo & Co | 0.56% | 0.87% | 0.56% |
| 11 | Deere & Co | 0.95% | 0.55% | 0.55% |
| 12 | QUALCOMM Inc | 0.51% | 0.67% | 0.51% |
Only in AVLV
164 total- Micron Technology Inc 4.57%
- Meta Platforms Inc 2.74%
- Caterpillar Inc 2.52%
- Lam Research Corp 2.52%
- Microsoft Corp 1.63%
- Flex Ltd 1.06%
- Applied Materials Inc 1.06%
- KLA Corp 0.93%
- Netflix Inc 0.91%
- Royal Caribbean Cruises Ltd 0.79%
Only in IVE
326 total- INTEL CORP 2.27%
- TESLA INC 1.55%
- UNITEDHEALTH GROUP INC 1.30%
- BANK OF AMERICA CORP 1.28%
- HOME DEPOT INC (THE) 1.21%
- PROCTER & GAMBLE COMPANY (THE) 1.18%
- CHEVRON CORP 1.07%
- TEXAS INSTRUMENTS INC 0.93%
- JOHNSON & JOHNSON 0.86%
- ABBVIE INC 0.83%
Related comparisons
More comparisons with AVLV
- AVLV vs VTI · Vanguard Morningstar Total Stock Market ETF 27.8%
- AVLV vs MGV · Vanguard Morningstar Mega Cap Value ETF 27.8%
- AVLV vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 27.8%
- AVLV vs IWX · iShares Russell Top 200 Value ETF 27.4%
- AVLV vs SCHB · Schwab U.S. Broad Market ETF 27.0%
- AVLV vs QQQ · Invesco QQQ Trust 26.9%
More comparisons with IVE
- IVE vs VO · Vanguard Morningstar Mid-Cap ETF 27.4%
- IVE vs VUG · Vanguard Morningstar Growth ETF 26.3%
- IVE vs IWF · iShares Russell 1000 Growth ETF 22.9%
- IVE vs VOE · Vanguard Morningstar Mid-Cap Value ETF 20.3%
- IVE vs RPV · Invesco S&P 500 Pure Value ETF 18.2%
- IVE vs SCHD · Schwab U.S. Dividend Equity ETF 16.0%
Percentages are holdings overlap with the named fund.
Open AVLV or IVE at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.