ETF comparison
AVLV vs IVE
Both US Value.
Holdings overlap
120 positions appear in both funds. Buying equal dollars of AVLV and IVE would leave roughly 27.1% 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
AVLV is 3 bps cheaper than IVE. On a $100,000 position that's about $30/yr more in fees for IVE.
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 IVE.
Top shared holdings
120 shared in total| # | Holding | In AVLV | In IVE | Overlap |
|---|---|---|---|---|
| 1 | Amazon.com Inc | 2.91% | 3.78% | 2.91% |
| 2 | Apple Inc | 2.58% | 7.32% | 2.58% |
| 3 | Costco Wholesale Corp | 2.31% | 1.43% | 1.43% |
| 4 | JPMorgan Chase & Co | 2.59% | 0.97% | 0.97% |
| 5 | Wells Fargo & Co | 1.33% | 0.87% | 0.87% |
| 6 | Chevron Corp | 0.77% | 1.07% | 0.77% |
| 7 | QUALCOMM Inc | 0.90% | 0.67% | 0.67% |
| 8 | Verizon Communications Inc | 1.69% | 0.61% | 0.61% |
| 9 | Union Pacific Corp | 1.64% | 0.56% | 0.56% |
| 10 | Deere & Co | 1.14% | 0.55% | 0.55% |
| 11 | Merck & Co Inc | 0.53% | 1.09% | 0.53% |
| 12 | Charles Schwab Corp/The | 1.10% | 0.52% | 0.52% |
Only in AVLV
178 total- Microsoft Corp 3.29%
- Micron Technology Inc 2.99%
- Meta Platforms Inc 2.66%
- ExxonMobil Holdings Corp 2.36%
- Eli Lilly & Co 2.01%
- Caterpillar Inc 1.66%
- Netflix Inc 0.81%
- Royal Caribbean Cruises Ltd 0.72%
- Cheniere Energy Inc 0.63%
- Flex Ltd 0.49%
Only in IVE
318 total- INTEL CORP 2.27%
- EXXONMOBIL HOLDINGS CORP 1.95%
- WALMART INC 1.71%
- TESLA INC 1.55%
- UNITEDHEALTH GROUP INC 1.30%
- BANK OF AMERICA CORP 1.28%
- HOME DEPOT INC (THE) 1.21%
- PROCTER & GAMBLE COMPANY (THE) 1.18%
- TEXAS INSTRUMENTS INC 0.93%
- JOHNSON & JOHNSON 0.86%
Related comparisons
More comparisons with AVLV
More comparisons with IVE
- IVE vs VUG · Vanguard Morningstar Growth ETF 26.3%
- IVE vs IWF · iShares Russell 1000 Growth ETF 22.9%
- IVE vs VOE · Vanguard Morningstar Mid-Cap Value ETF 20.3%
- IVE vs RPV · Invesco S&P 500 Pure Value ETF 18.2%
- IVE vs SCHD · Schwab U.S. Dividend Equity ETF 16.0%
- IVE vs VB · Vanguard Morningstar Small-Cap ETF 5.9%
Percentages are holdings overlap with the named fund.
Open AVLV or IVE 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.