ETF comparison
AVLVvsIWD
Both US Value.
Avantis US Large Cap Value ETF · iShares Russell 1000 Value ETF
Holdings overlap
210 positions appear in both funds. Buying equal dollars of AVLV and IWD would leave roughly29.8%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor why.
Cost difference
AVLV is 3 bps cheaper than IWD. On a $100,000 position that's about $30/yr more in fees for IWD.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with AVLV vs IWD.
Top shared holdings
210 shared in total| # | Holding | In AVLV | In IWD | Overlap |
|---|---|---|---|---|
| 1 | Amazon.com Inc | 3.17% | 5.93% | 3.17% |
| 2 | Apple Inc | 3.17% | 5.37% | 3.17% |
| 3 | JPMorgan Chase & Co | 1.78% | 2.45% | 1.78% |
| 4 | Microsoft Corp | 1.63% | 3.88% | 1.63% |
| 5 | Exxon Mobil Corp | 2.58% | 1.59% | 1.59% |
| 6 | Merck & Co Inc | 1.75% | 0.89% | 0.89% |
| 7 | Walmart Inc | 0.89% | 1.27% | 0.89% |
| 8 | Morgan Stanley | 1.36% | 0.66% | 0.66% |
| 9 | Costco Wholesale Corp | 2.05% | 0.65% | 0.65% |
| 10 | Meta Platforms Inc | 2.74% | 0.63% | 0.63% |
| 11 | Wells Fargo & Co | 0.56% | 0.71% | 0.56% |
| 12 | QUALCOMM Inc | 0.51% | 0.55% | 0.51% |
Only in AVLV
67 total- Micron Technology Inc4.57%
- Caterpillar Inc2.52%
- Lam Research Corp2.52%
- Applied Materials Inc1.06%
- KLA Corp0.93%
- Netflix Inc0.91%
- Targa Resources Corp0.83%
- Chipotle Mexican Grill Inc0.46%
- Burlington Stores Inc0.41%
- Solstice Advanced Materials Inc0.34%
Only in IWD
660 total- BERKSHIRE HATHAWAY INC.2.61%
- INTEL CORPORATION1.72%
- JOHNSON & JOHNSON1.71%
- CISCO SYSTEMS, INC.1.30%
- ABBVIE INC.1.15%
- UNITEDHEALTH GROUP INCORPORATED1.05%
- BANK OF AMERICA CORPORATION0.98%
- THE PROCTER & GAMBLE COMPANY0.96%
- CHEVRON CORPORATION0.86%
- Philip Morris International Inc.0.79%
Open AVLV or IWD 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 methodologyand 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.