ETF comparison
AVMV vs IWM
US Mid Cap vs US Small Cap.
Holdings overlap
35 positions appear in both funds. Buying equal dollars of AVMV and IWM would leave roughly 2.6% 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
IWM is 1 bps cheaper than AVMV. On a $100,000 position that's about $10/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 IWM.
Top shared holdings
35 shared in total| # | Holding | In AVMV | In IWM | Overlap |
|---|---|---|---|---|
| 1 | InterDigital Inc | 0.20% | 0.23% | 0.20% |
| 2 | Jackson Financial Inc | 0.20% | 0.19% | 0.19% |
| 3 | Viasat Inc | 0.18% | 0.35% | 0.18% |
| 4 | Clear Secure Inc | 0.17% | 0.16% | 0.16% |
| 5 | EnerSys | 0.15% | 0.27% | 0.15% |
| 6 | Argan Inc | 0.14% | 0.34% | 0.14% |
| 7 | Noble Corp PLC | 0.13% | 0.15% | 0.13% |
| 8 | UMB Financial Corp | 0.12% | 0.33% | 0.12% |
| 9 | Brinker International Inc | 0.11% | 0.23% | 0.11% |
| 10 | SM Energy Co | 0.11% | 0.20% | 0.11% |
| 11 | Terex Corp | 0.11% | 0.26% | 0.11% |
| 12 | Installed Building Products Inc | 0.10% | 0.17% | 0.10% |
Only in AVMV
269 total- Flex Ltd 1.67%
- Devon Energy Corp 1.60%
- Delta Air Lines Inc 1.58%
- ON Semiconductor Corp 1.48%
- Nucor Corp 1.33%
- Old Dominion Freight Line Inc 1.28%
- Targa Resources Corp 1.22%
- United Airlines Holdings Inc 1.14%
- Occidental Petroleum Corp 1.09%
- Chipotle Mexican Grill Inc 1.08%
Only in IWM
1,979 total- Hut 8 Corp. 0.37%
- BrightSpring Health Services, Inc. 0.35%
- Cytokinetics, Inc. 0.35%
- MaxLinear, Inc. 0.34%
- JFrog Ltd. 0.31%
- Riot Platforms, Inc. 0.30%
- Krystal Biotech, Inc. 0.30%
- ESCO Technologies, Inc. 0.29%
- CareTrust REIT, Inc. 0.28%
- FirstCash Holdings, Inc. 0.28%
Related comparisons
More comparisons with AVMV
- AVMV vs VUG · Vanguard Morningstar Growth ETF 1.9%
- AVMV vs QQQ · Invesco QQQ Trust 1.3%
- AVMV vs IWS · iShares Russell Mid-Cap Value ETF 29.8%
- AVMV vs IWR · iShares Russell Mid-Cap ETF 28.8%
- AVMV vs BBMC · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 28.0%
- AVMV vs IVOO · Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 26.3%
More comparisons with IWM
- IWM vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 2.6%
- IWM vs FVD · First Trust Value Line Dividend Index Fund 2.4%
- IWM vs ESGV · Vanguard ESG U.S. Stock ETF 2.4%
- IWM vs FNDX · Schwab Fundamental U.S. Large Company ETF 2.3%
- IWM vs AVLV · Avantis US Large Cap Value ETF 1.6%
- IWM vs PEY · Invesco High Yield Equity Dividend Achievers ETF 1.6%
Percentages are holdings overlap with the named fund.
Open AVMV or IWM 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.