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ETF comparison

AVUV vs IWM

Both US Small Cap.

Avantis US Small Cap Value ETF · iShares Russell 2000 ETF

Holdings overlap

Weighted by ISIN/CUSIP
28.0 %

682 positions appear in both funds. Buying equal dollars of AVUV and IWM would leave roughly 28.0% of each dollar exposed to the same underlying securities.

AVUV unmatched 71.8% Shared 28.0% IWM unmatched 71.8%

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
114 positions
Shared
682 positions
In IWM only
1,332 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%
IWM

iShares Russell 2000 ETF

iShares · US Small Cap

90 composite / 100
Expense ratio
0.19%
Net assets
$78.04B
TTM yield
0.99%
Top-10 conc.
3.4%

Sub-score comparison

75
Cost
81
88
Tax efficiency
89
100
Liquidity
100
100
Concentration
100
—
Tracking quality
—
AVUV sub-score IWM

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

Cost difference

IWM is 6 bps cheaper than AVUV. On a $100,000 position that's about $60/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 IWM.

Top shared holdings

682 shared in total
# Holding In AVUV In IWM Overlap
1 Viasat Inc 1.39% 0.35% 0.35%
2 Argan Inc 0.36% 0.34% 0.34%
3 Alkermes PLC 0.51% 0.27% 0.27%
4 StoneX Group Inc 0.77% 0.27% 0.27%
5 Terex Corp 0.39% 0.26% 0.26%
6 Plexus Corp 0.69% 0.25% 0.25%
7 MYR Group Inc 0.32% 0.24% 0.24%
8 Kodiak Gas Services Inc 0.56% 0.23% 0.23%
9 Lantheus Holdings Inc 0.70% 0.22% 0.22%
10 Valley National Bancorp 0.27% 0.22% 0.22%
11 Archrock Inc 0.61% 0.22% 0.22%
12 Granite Construction Inc 0.31% 0.22% 0.22%

Only in AVUV

114 total
  • Lear Corp 0.89%
  • Avnet Inc 0.86%
  • Macy's Inc 0.78%
  • Five Below Inc 0.72%
  • Iridium Communications Inc 0.71%
  • Alaska Air Group Inc 0.64%
  • Ryder System Inc 0.60%
  • NOV Inc 0.58%
  • Weatherford International PLC 0.57%
  • Bank OZK 0.55%

Only in IWM

1,332 total
  • Moog, Inc. 0.38%
  • 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%

Percentages are holdings overlap with the named fund.

Open AVUV 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.