ETF comparison
AVLV vs IWX
Both US Value.
Avantis US Large Cap Value ETF · iShares Russell Top 200 Value ETF
Holdings overlap
41 positions appear in both funds. Buying equal dollars of AVLV and IWX would leave roughly 27.4% 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 5 bps cheaper than IWX. On a $100,000 position that's about $50/yr more in fees for IWX.
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 IWX.
Top shared holdings
41 shared in total| # | Holding | In AVLV | In IWX | Overlap |
|---|---|---|---|---|
| 1 | Amazon.com Inc | 3.17% | 8.32% | 3.17% |
| 2 | Apple Inc | 3.17% | 7.53% | 3.17% |
| 3 | Exxon Mobil Corp | 2.58% | 2.23% | 2.23% |
| 4 | JPMorgan Chase & Co | 1.78% | 3.44% | 1.78% |
| 5 | Microsoft Corp | 1.63% | 5.44% | 1.63% |
| 6 | Merck & Co Inc | 1.75% | 1.25% | 1.25% |
| 7 | Morgan Stanley | 1.36% | 0.92% | 0.92% |
| 8 | Costco Wholesale Corp | 2.05% | 0.92% | 0.92% |
| 9 | Walmart Inc | 0.89% | 1.78% | 0.89% |
| 10 | Meta Platforms Inc | 2.74% | 0.88% | 0.88% |
| 11 | Verizon Communications Inc | 1.64% | 0.70% | 0.70% |
| 12 | Gilead Sciences Inc | 1.29% | 0.62% | 0.62% |
Only in AVLV
235 total- Micron Technology Inc 4.57%
- Caterpillar Inc 2.52%
- Lam Research Corp 2.52%
- Flex Ltd 1.06%
- Applied Materials Inc 1.06%
- KLA Corp 0.93%
- Netflix Inc 0.91%
- Delta Air Lines Inc 0.88%
- Targa Resources Corp 0.83%
- Devon Energy Corp 0.82%
Only in IWX
110 total- BERKSHIRE HATHAWAY INC 3.66%
- INTEL CORP 2.40%
- JOHNSON & JOHNSON 2.40%
- CISCO SYSTEMS INC 1.82%
- ABBVIE INC 1.61%
- UNITEDHEALTH GROUP INC 1.47%
- BANK OF AMERICA CORP 1.38%
- PROCTER & GAMBLE COMPANY (THE) 1.34%
- CHEVRON CORP 1.21%
- PHILIP MORRIS INTERNATIONAL INC 1.11%
Related comparisons
More comparisons with AVLV
- AVLV vs SCHB · Schwab U.S. Broad Market ETF 27.0%
- AVLV vs QQQ · Invesco QQQ Trust 26.9%
- AVLV vs SPY · State Street SPDR S&P 500 ETF Trust 26.7%
- AVLV vs DGRO · iShares Core Dividend Growth ETF 23.0%
- AVLV vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 22.7%
- AVLV vs JAVA · JPMorgan Active Value ETF 22.2%
More comparisons with IWX
- IWX vs VUG · Vanguard Morningstar Growth ETF 25.1%
- IWX vs IWF · iShares Russell 1000 Growth ETF 16.7%
- IWX vs SCHD · Schwab U.S. Dividend Equity ETF 13.1%
- IWX vs RPV · Invesco S&P 500 Pure Value ETF 9.7%
- IWX vs VO · Vanguard Morningstar Mid-Cap ETF 8.0%
- IWX vs VOE · Vanguard Morningstar Mid-Cap Value ETF 6.8%
Percentages are holdings overlap with the named fund.
Open AVLV or IWX 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.