ETF comparison
AVLV vs IWM
US Value vs US Small Cap.
Holdings overlap
40 positions appear in both funds. Buying equal dollars of AVLV and IWM would leave roughly 2.3% 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 4 bps cheaper than IWM. On a $100,000 position that's about $40/yr more in fees for IWM.
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 IWM.
Top shared holdings
40 shared in total| # | Holding | In AVLV | In IWM | Overlap |
|---|---|---|---|---|
| 1 | Brinker International Inc | 0.19% | 0.23% | 0.19% |
| 2 | Oscar Health Inc | 0.19% | 0.21% | 0.19% |
| 3 | Jackson Financial Inc | 0.19% | 0.19% | 0.19% |
| 4 | Viasat Inc | 0.19% | 0.35% | 0.19% |
| 5 | InterDigital Inc | 0.15% | 0.23% | 0.15% |
| 6 | SM Energy Co | 0.14% | 0.20% | 0.14% |
| 7 | Argan Inc | 0.13% | 0.34% | 0.13% |
| 8 | EnerSys | 0.11% | 0.27% | 0.11% |
| 9 | UMB Financial Corp | 0.11% | 0.33% | 0.11% |
| 10 | StoneX Group Inc | 0.10% | 0.27% | 0.10% |
| 11 | Fluor Corp | 0.10% | 0.23% | 0.10% |
| 12 | PBF Energy Inc | 0.10% | 0.14% | 0.10% |
Only in AVLV
258 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 IWM
1,974 total- Hut 8 Corp. 0.37%
- BrightSpring Health Services, Inc. 0.35%
- Cytokinetics, Inc. 0.35%
- MaxLinear, Inc. 0.34%
- JFrog Ltd. 0.31%
- Riot Platforms, Inc. 0.30%
- Krystal Biotech, Inc. 0.30%
- ESCO Technologies, Inc. 0.29%
- CareTrust REIT, Inc. 0.28%
- Old National Bancorp 0.28%
Related comparisons
More comparisons with AVLV
- AVLV vs IJR · iShares Core S&P Small-Cap ETF 1.8%
- 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%
More comparisons with IWM
- IWM vs FNDX · Schwab Fundamental U.S. Large Company ETF 2.1%
- IWM vs PEY · Invesco High Yield Equity Dividend Achievers ETF 1.6%
- IWM vs FBCG · Fidelity Blue Chip Growth ETF 1.5%
- IWM vs FDL · First Trust Morningstar Dividend Leaders Index Fund 1.5%
- IWM vs TCAF · T. Rowe Price Capital Appreciation Equity ETF 1.5%
- IWM vs SCHD · Schwab U.S. Dividend Equity ETF 1.5%
Percentages are holdings overlap with the named fund.
Open AVLV or IWM 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.