ETF comparison
AVLV vs IWD
Both US Value.
Avantis US Large Cap Value ETF · iShares Russell 1000 Value ETF
Holdings overlap
194 positions appear in both funds. Buying equal dollars of AVLV and IWD would leave roughly 30.0% of each dollar exposed to the same underlying securities.
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
194 shared in total| # | Holding | In AVLV | In IWD | Overlap |
|---|---|---|---|---|
| 1 | Exxon Mobil Corp | 3.22% | 2.36% | 2.36% |
| 2 | JPMorgan Chase & Co | 2.05% | 2.63% | 2.05% |
| 3 | Amazon.com Inc | 2.57% | 1.81% | 1.81% |
| 4 | Alphabet Inc | 1.74% | 1.95% | 1.74% |
| 5 | Walmart Inc | 1.59% | 1.60% | 1.59% |
| 6 | Alphabet Inc | 1.38% | 1.59% | 1.38% |
| 7 | Micron Technology Inc | 3.20% | 1.24% | 1.24% |
| 8 | Merck & Co Inc | 2.33% | 0.98% | 0.98% |
| 9 | Caterpillar Inc | 2.59% | 0.95% | 0.95% |
| 10 | Meta Platforms Inc | 2.92% | 0.73% | 0.73% |
| 11 | Verizon Communications Inc | 1.68% | 0.70% | 0.70% |
| 12 | Applied Materials Inc | 1.77% | 0.64% | 0.64% |
Only in AVLV
68 total- Apple Inc 2.81%
- Lam Research Corp 2.42%
- Costco Wholesale Corp 2.11%
- KLA Corp 1.13%
- Royal Caribbean Cruises Ltd 0.84%
- Targa Resources Corp 0.84%
- Microsoft Corp 0.68%
- Tractor Supply Co 0.47%
- Chipotle Mexican Grill Inc 0.46%
- Burlington Stores Inc 0.39%
Only in IWD
672 total- BERKSHIRE HATHAWAY INC. 2.91%
- JOHNSON & JOHNSON 1.94%
- CHEVRON CORPORATION 1.28%
- THE PROCTER & GAMBLE COMPANY 1.12%
- CISCO SYSTEMS, INC. 1.02%
- BANK OF AMERICA CORPORATION 0.97%
- RTX CORPORATION 0.85%
- Philip Morris International Inc. 0.85%
- WELLS FARGO & COMPANY 0.81%
- UNITEDHEALTH GROUP INCORPORATED 0.81%
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.