ETF comparison
AVMV vs IWD
US Mid Cap vs US Value.
Avantis U.S. Mid Cap Value ETF · iShares Russell 1000 Value ETF
Holdings overlap
237 positions appear in both funds. Buying equal dollars of AVMV and IWD would leave roughly 9.4% 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
IWD is 2 bps cheaper than AVMV. On a $100,000 position that's about $20/yr more in fees for AVMV.
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 AVMV vs IWD.
Top shared holdings
237 shared in total| # | Holding | In AVMV | In IWD | Overlap |
|---|---|---|---|---|
| 1 | Flex Ltd | 1.67% | 0.17% | 0.17% |
| 2 | Target Corp | 1.05% | 0.17% | 0.17% |
| 3 | Delta Air Lines Inc | 1.58% | 0.16% | 0.16% |
| 4 | ONEOK Inc | 0.84% | 0.15% | 0.15% |
| 5 | Fifth Third Bancorp | 0.18% | 0.14% | 0.14% |
| 6 | Nucor Corp | 1.33% | 0.14% | 0.14% |
| 7 | Cheniere Energy Inc | 0.89% | 0.13% | 0.13% |
| 8 | Devon Energy Corp | 1.60% | 0.13% | 0.13% |
| 9 | MetLife Inc | 0.55% | 0.13% | 0.13% |
| 10 | State Street Corp | 1.01% | 0.13% | 0.13% |
| 11 | Ferguson Enterprises Inc | 0.31% | 0.12% | 0.12% |
| 12 | United Airlines Holdings Inc | 1.14% | 0.12% | 0.12% |
Only in AVMV
67 total- Targa Resources Corp 1.22%
- Chipotle Mexican Grill Inc 1.08%
- Comfort Systems USA Inc 1.03%
- Jabil Inc 1.01%
- EMCOR Group Inc 0.99%
- ATI Inc 0.72%
- Dexcom Inc 0.67%
- Carpenter Technology Corp 0.66%
- Burlington Stores Inc 0.61%
- Darden Restaurants Inc 0.59%
Only in IWD
633 total- AMAZON.COM, INC. 5.93%
- APPLE INC. 5.37%
- MICROSOFT CORPORATION 3.88%
- BERKSHIRE HATHAWAY INC. 2.61%
- JPMORGAN CHASE & CO. 2.45%
- INTEL CORPORATION 1.72%
- JOHNSON & JOHNSON 1.71%
- EXXON MOBIL CORPORATION 1.59%
- CISCO SYSTEMS, INC. 1.30%
- WALMART INC. 1.27%
Related comparisons
More comparisons with AVMV
- AVMV vs SCHD · Schwab U.S. Dividend Equity ETF 9.1%
- AVMV vs VTV · Vanguard Morningstar Value ETF 6.7%
- AVMV vs DGRO · iShares Core Dividend Growth ETF 6.6%
- AVMV vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 6.3%
- AVMV vs VTI · Vanguard Morningstar Total Stock Market ETF 6.3%
- AVMV vs SCHB · Schwab U.S. Broad Market ETF 6.2%
More comparisons with IWD
- IWD vs BBMC · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 9.0%
- IWD vs MOAT · VanEck Morningstar Wide Moat ETF 9.0%
- IWD vs SPHD · Invesco S&P 500 High Dividend Low Volatility ETF 8.5%
- IWD vs SMLF · iShares U.S. Small-Cap Equity Factor ETF 7.1%
- IWD vs DFAS · U.S. Small Cap Portfolio-ETF Class Shares 7.1%
- IWD vs VFLO · Victoryshares Free Cash Flow ETF 7.0%
Percentages are holdings overlap with the named fund.
Open AVMV 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.