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ETF comparison

AVUV vs IJH

US Small Cap vs US Mid Cap.

Avantis US Small Cap Value ETF · iShares Core S&P Mid-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
9.1 %

72 positions appear in both funds. Buying equal dollars of AVUV and IJH would leave roughly 9.1% of each dollar exposed to the same underlying securities.

AVUV unmatched 90.7% Shared 9.1% IJH unmatched 90.6%

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.

In AVUV only
724 positions
Shared
72 positions
In IJH only
328 positions

Side by side

AVUV

Avantis US Small Cap Value ETF

Avantis · US Small Cap

88 composite / 100
Expense ratio
0.25%
Net assets
$30.38B
TTM yield
1.24%
Top-10 conc.
8.7%
IJH

iShares Core S&P Mid-Cap ETF

iShares · US Mid Cap

95 composite / 100
Expense ratio
0.050%
Net assets
$120.93B
TTM yield
1.25%
Top-10 conc.
10.9%

Sub-score comparison

75
Cost
95
88
Tax efficiency
88
100
Liquidity
100
100
Concentration
99
—
Tracking quality
—
AVUV sub-score IJH

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

IJH is 20 bps cheaper than AVUV. On a $100,000 position that's about $200/yr more in fees for AVUV.

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 AVUV vs IJH.

Top shared holdings

72 shared in total
# Holding In AVUV In IJH Overlap
1 Ryder System Inc 0.60% 0.28% 0.28%
2 Five Below Inc 0.72% 0.27% 0.27%
3 Columbia Banking System Inc 0.40% 0.26% 0.26%
4 Terex Corp 0.39% 0.23% 0.23%
5 Hanover Insurance Group Inc/The 0.50% 0.21% 0.21%
6 Avnet Inc 0.86% 0.20% 0.20%
7 Kirby Corp 0.40% 0.20% 0.20%
8 EnerSys 0.20% 0.24% 0.20%
9 Lantheus Holdings Inc 0.70% 0.20% 0.20%
10 First American Financial Corp 0.26% 0.19% 0.19%
11 Valley National Bancorp 0.27% 0.19% 0.19%
12 Lear Corp 0.89% 0.18% 0.18%

Only in AVUV

724 total
  • Viasat Inc 1.39%
  • Matson Inc 0.98%
  • SM Energy Co 0.86%
  • StoneX Group Inc 0.77%
  • Iridium Communications Inc 0.71%
  • Plexus Corp 0.69%
  • Dana Inc 0.67%
  • Vishay Intertechnology Inc 0.64%
  • Magnolia Oil & Gas Corp 0.64%
  • Archrock Inc 0.61%

Only in IJH

328 total
  • TWILIO INC 0.86%
  • CARPENTER TECHNOLOGY CORP 0.84%
  • MKS INC 0.83%
  • CURTISS-WRIGHT CORP 0.77%
  • NVENT ELECTRIC PLC 0.75%
  • ENTEGRIS INC 0.75%
  • ATI INC 0.74%
  • ILLUMINA INC 0.73%
  • TECHNIPFMC PLC 0.73%
  • STERLING INFRASTRUCTURE INC 0.71%

Percentages are holdings overlap with the named fund.

Open AVUV or IJH 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.