ETF comparison
AVMV vs IWR
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 roughly 28.8% 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
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 the cost 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
43 total- Target Corp 1.05%
- MetLife Inc 0.55%
- Autoliv Inc 0.27%
- Paramount Skydance Corp 0.24%
- InterDigital Inc 0.20%
- Jackson Financial Inc 0.20%
- Viasat Inc 0.18%
- Clear Secure Inc 0.17%
- EnerSys 0.15%
- Hess Midstream LP 0.14%
Only in IWR
563 total- 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%
- United Rentals, Inc. 0.51%
Related comparisons
More comparisons with AVMV
- 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%
- AVMV vs SCHM · Schwab U.S. Mid-Cap ETF 26.2%
- AVMV vs SPMD · State Street SPDR Portfolio S&P 400 Mid Cap ETF 24.6%
- AVMV vs IJH · iShares Core S&P Mid-Cap ETF 24.6%
- AVMV vs MDY · State Street SPDR S&P MIDCAP 400 ETF Trust 24.2%
More comparisons with IWR
- IWR vs IWD · iShares Russell 1000 Value ETF 28.5%
- IWR vs VOT · Vanguard Morningstar Mid-Cap Growth ETF 24.8%
- IWR vs IJH · iShares Core S&P Mid-Cap ETF 22.9%
- IWR vs SPMD · State Street SPDR Portfolio S&P 400 Mid Cap ETF 22.9%
- IWR vs IVOO · Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 22.8%
- IWR vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 22.6%
Percentages are holdings overlap with the named fund.
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 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.