ETF comparison
AVUV vs IWD
US Small Cap vs US Value.
Avantis US Small Cap Value ETF · iShares Russell 1000 Value ETF
Holdings overlap
65 positions appear in both funds. Buying equal dollars of AVUV and IWD would leave roughly 1.0% 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 7 bps cheaper than AVUV. On a $100,000 position that's about $70/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 IWD.
Top shared holdings
65 shared in total| # | Holding | In AVUV | In IWD | Overlap |
|---|---|---|---|---|
| 1 | Mueller Industries Inc | 0.07% | 0.04% | 0.04% |
| 2 | Arrow Electronics Inc | 0.04% | 0.03% | 0.03% |
| 3 | Zions Bancorp NA | 0.05% | 0.03% | 0.03% |
| 4 | Ryder System Inc | 0.60% | 0.03% | 0.03% |
| 5 | Columbia Banking System Inc | 0.40% | 0.03% | 0.03% |
| 6 | Sanmina Corp | 0.06% | 0.02% | 0.02% |
| 7 | Voya Financial Inc | 0.06% | 0.02% | 0.02% |
| 8 | Axis Capital Holdings Ltd | 0.22% | 0.02% | 0.02% |
| 9 | CarMax Inc | 0.45% | 0.02% | 0.02% |
| 10 | Hanover Insurance Group Inc/The | 0.50% | 0.02% | 0.02% |
| 11 | Kirby Corp | 0.40% | 0.02% | 0.02% |
| 12 | Avnet Inc | 0.86% | 0.02% | 0.02% |
Only in AVUV
731 total- Viasat Inc 1.39%
- Matson Inc 0.98%
- SM Energy Co 0.86%
- StoneX Group Inc 0.77%
- Cabot Corp 0.70%
- Lantheus Holdings Inc 0.70%
- Plexus Corp 0.69%
- GATX Corp 0.68%
- Dana Inc 0.67%
- Vishay Intertechnology Inc 0.64%
Only in IWD
805 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 AVUV
- AVUV vs DGRO · iShares Core Dividend Growth ETF 0.9%
- AVUV vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 0.8%
- AVUV vs IWF · iShares Russell 1000 Growth ETF 0.0%
- AVUV vs IVV · iShares Core S&P 500 ETF 0.0%
- AVUV vs QQQ · Invesco QQQ Trust 0.0%
- AVUV vs SPY · State Street SPDR S&P 500 ETF Trust 0.0%
More comparisons with IWD
- IWD vs IJR · iShares Core S&P Small-Cap ETF 0.7%
- IWD vs SPSM · State Street SPDR Portfolio S&P 600 Small Cap ETF 0.7%
- IWD vs VIOO · Vanguard S&P Small-Cap 600 Index Fund ETF Shares 0.7%
- IWD vs IJS · iShares S&P Small-Cap 600 Value ETF 0.6%
- IWD vs VIOV · Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 0.6%
- IWD vs VTWO · Vanguard Russell 2000 Index Fund ETF Shares 0.5%
Percentages are holdings overlap with the named fund.
Open AVUV 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.