ETF comparison
AVLV vs IWD
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 roughly 29.8% 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 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 the cost 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
66 total- Micron Technology Inc 4.57%
- Caterpillar Inc 2.52%
- Lam Research Corp 2.52%
- Applied Materials Inc 1.06%
- KLA Corp 0.93%
- Netflix Inc 0.91%
- Targa Resources Corp 0.83%
- Chipotle Mexican Grill Inc 0.46%
- Burlington Stores Inc 0.41%
- Solstice Advanced Materials Inc 0.34%
Only in IWD
660 total- BERKSHIRE HATHAWAY INC. 2.61%
- INTEL CORPORATION 1.72%
- JOHNSON & JOHNSON 1.71%
- CISCO SYSTEMS, INC. 1.30%
- ABBVIE INC. 1.15%
- UNITEDHEALTH GROUP INCORPORATED 1.05%
- BANK OF AMERICA CORPORATION 0.98%
- THE PROCTER & GAMBLE COMPANY 0.96%
- CHEVRON CORPORATION 0.86%
- Philip Morris International Inc. 0.79%
Related comparisons
More comparisons with AVLV
- AVLV vs DFUV · Dimensional US Marketwide Value ETF 29.7%
- AVLV vs VONV · Vanguard Russell 1000 Value Index Fund ETF Shares 29.3%
- AVLV vs VTV · Vanguard Morningstar Value ETF 28.7%
- AVLV vs SPYM · State Street SPDR Portfolio S&P 500 ETF 28.6%
- AVLV vs IVV · iShares Core S&P 500 ETF 28.6%
- AVLV vs VOO · Vanguard S&P 500 ETF 28.5%
More comparisons with IWD
- IWD vs VOOG · Vanguard S&P 500 Growth Index Fund ETF Shares 29.5%
- IWD vs FDVV · Fidelity High Dividend ETF 29.4%
- IWD vs IWR · iShares Russell Mid-Cap ETF 28.5%
- IWD vs IWS · iShares Russell Mid-Cap Value ETF 28.5%
- IWD vs QUAL · iShares MSCI USA Quality Factor ETF 28.5%
- IWD vs SCHG · Schwab U.S. Large-Cap Growth ETF 28.5%
Percentages are holdings overlap with the named fund.
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 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.