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ETF comparison

AVUV vs IWO

Both US Small Cap.

Avantis US Small Cap Value ETF · iShares Russell 2000 Growth ETF

Holdings overlap

Weighted by ISIN/CUSIP
16.9 %

269 positions appear in both funds. Buying equal dollars of AVUV and IWO would leave roughly 16.9% of each dollar exposed to the same underlying securities.

AVUV unmatched 82.9% Shared 16.9% IWO unmatched 82.8%

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
527 positions
Shared
269 positions
In IWO only
864 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%
IWO

iShares Russell 2000 Growth ETF

iShares · US Small Cap

88 composite / 100
Expense ratio
0.24%
Net assets
$14.11B
TTM yield
0.49%
Top-10 conc.
6.0%

Sub-score comparison

75
Cost
76
88
Tax efficiency
90
100
Liquidity
100
100
Concentration
100
—
Tracking quality
—
AVUV sub-score IWO

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

Cost difference

IWO is 1 bps cheaper than AVUV. On a $100,000 position that's about $10/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 IWO.

Top shared holdings

269 shared in total
# Holding In AVUV In IWO Overlap
1 StoneX Group Inc 0.77% 0.52% 0.52%
2 Plexus Corp 0.69% 0.49% 0.49%
3 Kodiak Gas Services Inc 0.56% 0.45% 0.45%
4 Lantheus Holdings Inc 0.70% 0.43% 0.43%
5 Archrock Inc 0.61% 0.43% 0.43%
6 Alkermes PLC 0.51% 0.42% 0.42%
7 Oscar Health Inc 0.53% 0.41% 0.41%
8 Argan Inc 0.36% 0.66% 0.36%
9 MYR Group Inc 0.32% 0.47% 0.32%
10 Granite Construction Inc 0.31% 0.38% 0.31%
11 PriceSmart Inc 0.60% 0.31% 0.31%
12 Materion Corp 0.30% 0.37% 0.30%

Only in AVUV

527 total
  • Viasat Inc 1.39%
  • Matson Inc 0.98%
  • Lear Corp 0.89%
  • Avnet Inc 0.86%
  • Macy's Inc 0.78%
  • Five Below Inc 0.72%
  • Iridium Communications Inc 0.71%
  • Cabot Corp 0.70%
  • Vishay Intertechnology Inc 0.64%
  • Alaska Air Group Inc 0.64%

Only in IWO

864 total
  • Moog, Inc. 0.73%
  • BrightSpring Health Services, Inc. 0.68%
  • MaxLinear, Inc. 0.66%
  • JFrog Ltd. 0.59%
  • Krystal Biotech, Inc. 0.58%
  • ESCO Technologies, Inc. 0.56%
  • FirstCash Holdings, Inc. 0.53%
  • D-Wave Quantum, Inc. 0.53%
  • Praxis Precision Medicines, Inc. 0.51%
  • Cipher Digital, Inc. 0.50%

Percentages are holdings overlap with the named fund.

Open AVUV or IWO 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.