ETF comparison
AVMVvsIWR
Both US Mid Cap.
Avantis U.S. Mid Cap Value ETF · iShares Russell Mid-Cap ETF
Holdings overlap
261 positions appear in both funds. Buying equal dollars of AVMV and IWR would leave roughly28.8%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
IWR 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 thecost calculator pre-filled with AVMV vs IWR.
Top shared holdings
261 shared in total| # | Holding | In AVMV | In IWR | Overlap |
|---|---|---|---|---|
| 1 | Comfort Systems USA Inc | 1.03% | 0.50% | 0.50% |
| 2 | Delta Air Lines Inc | 1.58% | 0.44% | 0.44% |
| 3 | Flex Ltd | 1.67% | 0.43% | 0.43% |
| 4 | WW Grainger Inc | 0.42% | 0.43% | 0.42% |
| 5 | Targa Resources Corp | 1.22% | 0.41% | 0.41% |
| 6 | Fastenal Co | 0.41% | 0.40% | 0.40% |
| 7 | ONEOK Inc | 0.84% | 0.40% | 0.40% |
| 8 | Cheniere Energy Inc | 0.89% | 0.36% | 0.36% |
| 9 | Nucor Corp | 1.33% | 0.35% | 0.35% |
| 10 | Devon Energy Corp | 1.60% | 0.34% | 0.34% |
| 11 | State Street Corp | 1.01% | 0.33% | 0.33% |
| 12 | United Airlines Holdings Inc | 1.14% | 0.32% | 0.32% |
Only in AVMV
44 total- Target Corp1.05%
- MetLife Inc0.55%
- Autoliv Inc0.27%
- Paramount Skydance Corp0.24%
- InterDigital Inc0.20%
- Jackson Financial Inc0.20%
- Viasat Inc0.18%
- Clear Secure Inc0.17%
- EnerSys0.15%
- Hess Midstream LP0.14%
Only in IWR
564 total- BlackRock Funds III2.61%
- Datadog, Inc.0.62%
- Snowflake, Inc.0.61%
- Royal Caribbean Cruises Ltd.0.58%
- Cloudflare, Inc.0.56%
- Robinhood Markets, Inc.0.56%
- Teradyne, Inc.0.55%
- Marathon Petroleum Corp.0.54%
- Astera Labs, Inc.0.53%
- Simon Property Group, Inc.0.52%
Open AVMV or IWR 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.