ETF comparison
AVLV vs IWD
Both US Value.
Avantis US Large Cap Value ETF · iShares Russell 1000 Value ETF
Holdings overlap
224 positions appear in both funds. Buying equal dollars of AVLV and IWD would leave roughly 31.6% 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 IWD. On a $100,000 position that's about $30/yr more in fees for IWD.
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 IWD.
Top shared holdings
224 shared in total| # | Holding | In AVLV | In IWD | Overlap |
|---|---|---|---|---|
| 1 | Microsoft Corp | 3.29% | 3.88% | 3.29% |
| 2 | Amazon.com Inc | 2.91% | 5.93% | 2.91% |
| 3 | Apple Inc | 2.58% | 5.37% | 2.58% |
| 4 | JPMorgan Chase & Co | 2.59% | 2.45% | 2.45% |
| 5 | Goldman Sachs Group Inc/The | 1.28% | 0.82% | 0.82% |
| 6 | Chevron Corp | 0.77% | 0.86% | 0.77% |
| 7 | Wells Fargo & Co | 1.33% | 0.71% | 0.71% |
| 8 | Morgan Stanley | 1.52% | 0.66% | 0.66% |
| 9 | Costco Wholesale Corp | 2.31% | 0.65% | 0.65% |
| 10 | Meta Platforms Inc | 2.66% | 0.63% | 0.63% |
| 11 | QUALCOMM Inc | 0.90% | 0.55% | 0.55% |
| 12 | Merck & Co Inc | 0.53% | 0.89% | 0.53% |
Only in AVLV
74 total- Micron Technology Inc 2.99%
- ExxonMobil Holdings Corp 2.36%
- Eli Lilly & Co 2.01%
- Caterpillar Inc 1.66%
- Netflix Inc 0.81%
- Targa Resources Corp 0.80%
- Chipotle Mexican Grill Inc 0.57%
- Dexcom Inc 0.50%
- DoorDash Inc 0.48%
- CoreWeave Inc 0.45%
Only in IWD
646 total- BERKSHIRE HATHAWAY INC. 2.61%
- INTEL CORPORATION 1.72%
- JOHNSON & JOHNSON 1.71%
- EXXON MOBIL CORPORATION 1.59%
- CISCO SYSTEMS, INC. 1.30%
- WALMART INC. 1.27%
- ABBVIE INC. 1.15%
- UNITEDHEALTH GROUP INCORPORATED 1.05%
- BANK OF AMERICA CORPORATION 0.98%
- THE PROCTER & GAMBLE COMPANY 0.96%
Related comparisons
More comparisons with AVLV
- AVLV vs SCHV · Schwab U.S. Large-Cap Value ETF 30.3%
- AVLV vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 29.9%
- AVLV vs SPY · State Street SPDR S&P 500 ETF Trust 29.8%
- AVLV vs SCHB · Schwab U.S. Broad Market ETF 29.3%
- AVLV vs SPYM · State Street SPDR Portfolio S&P 500 ETF 28.9%
- AVLV vs IVV · iShares Core S&P 500 ETF 28.9%
More comparisons with IWD
- IWD vs SUSA · iShares ESG Optimized MSCI USA ETF 31.5%
- IWD vs VOOG · Vanguard S&P 500 Growth Index Fund ETF Shares 30.4%
- IWD vs USMV · iShares MSCI USA Min Vol Factor ETF 30.0%
- IWD vs SPYG · State Street SPDR Portfolio S&P 500 Growth ETF 30.0%
- IWD vs IVW · iShares S&P 500 Growth ETF 30.0%
- IWD vs FDVV · Fidelity High Dividend ETF 29.4%
Percentages are holdings overlap with the named fund.
Open AVLV 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.