ETF comparison
AVLV vs IJR
US Value vs US Small Cap.
Avantis US Large Cap Value ETF · iShares Core S&P Small-Cap ETF
Holdings overlap
28 positions appear in both funds. Buying equal dollars of AVLV and IJR would leave roughly 1.8% 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
IJR is 9 bps cheaper than AVLV. On a $100,000 position that's about $90/yr more in fees for AVLV.
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 AVLV vs IJR.
Top shared holdings
28 shared in total| # | Holding | In AVLV | In IJR | Overlap |
|---|---|---|---|---|
| 1 | Brinker International Inc | 0.19% | 0.39% | 0.19% |
| 2 | Viasat Inc | 0.19% | 0.66% | 0.19% |
| 3 | Jackson Financial Inc | 0.19% | 0.16% | 0.16% |
| 4 | SM Energy Co | 0.14% | 0.32% | 0.14% |
| 5 | Argan Inc | 0.13% | 0.60% | 0.13% |
| 6 | Virtu Financial Inc | 0.12% | 0.26% | 0.12% |
| 7 | Lincoln National Corp | 0.12% | 0.27% | 0.12% |
| 8 | StoneX Group Inc | 0.10% | 0.46% | 0.10% |
| 9 | Armstrong World Industries Inc | 0.10% | 0.37% | 0.10% |
| 10 | Paycom Software Inc | 0.10% | 0.28% | 0.10% |
| 11 | Lamb Weston Holdings Inc | 0.10% | 0.32% | 0.10% |
| 12 | Kodiak Gas Services Inc | 0.06% | 0.40% | 0.06% |
Only in AVLV
270 total- Microsoft Corp 3.29%
- Micron Technology Inc 2.99%
- Amazon.com Inc 2.91%
- Meta Platforms Inc 2.66%
- JPMorgan Chase & Co 2.59%
- Apple Inc 2.58%
- ExxonMobil Holdings Corp 2.36%
- Costco Wholesale Corp 2.31%
- Eli Lilly & Co 2.01%
- Verizon Communications Inc 1.69%
Only in IJR
575 total- FORMFACTOR INC 0.67%
- MOLINA HEALTHCARE INC 0.64%
- BRIGHTSPRING HEALTH SERVICES INC 0.60%
- ELEMENT SOLUTIONS INC 0.59%
- MAXLINEAR INC 0.58%
- KRYSTAL BIOTECH INC 0.53%
- ESCO TECHNOLOGIES INC 0.49%
- MATCH GROUP INC 0.48%
- ALKERMES PLC 0.47%
- EVERUS CONSTRUCTION GROUP INC 0.46%
Related comparisons
More comparisons with AVLV
- AVLV vs DFLV · Dimensional US Large Cap Value ETF 40.0%
- AVLV vs DFUV · Dimensional US Marketwide Value ETF 36.8%
- AVLV vs PRF · Invesco RAFI US 1000 ETF 35.9%
- AVLV vs VONV · Vanguard Russell 1000 Value Index Fund ETF Shares 33.4%
- AVLV vs IWD · iShares Russell 1000 Value ETF 31.6%
- AVLV vs SCHV · Schwab U.S. Large-Cap Value ETF 30.3%
More comparisons with IJR
- IJR vs DVY · iShares Select Dividend ETF 1.7%
- IJR vs FDL · First Trust Morningstar Dividend Leaders Index Fund 1.7%
- IJR vs JQUA · JPMorgan U.S. Quality Factor ETF 1.6%
- IJR vs IWP · iShares Russell Mid-Cap Growth ETF 1.3%
- IJR vs SCHD · Schwab U.S. Dividend Equity ETF 1.3%
- IJR vs FELC · Fidelity Enhanced Large Cap Core ETF 1.2%
Percentages are holdings overlap with the named fund.
Open AVLV or IJR 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.