ETF comparison
AVLV vs IWX
Both US Value.
Avantis US Large Cap Value ETF · iShares Russell Top 200 Value ETF
Holdings overlap
41 positions appear in both funds. Buying equal dollars of AVLV and IWX would leave roughly 30.1% 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 5 bps cheaper than IWX. On a $100,000 position that's about $50/yr more in fees for IWX.
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 IWX.
Top shared holdings
41 shared in total| # | Holding | In AVLV | In IWX | Overlap |
|---|---|---|---|---|
| 1 | Exxon Mobil Corp | 3.22% | 3.49% | 3.22% |
| 2 | Amazon.com Inc | 2.57% | 2.67% | 2.57% |
| 3 | JPMorgan Chase & Co | 2.05% | 3.89% | 2.05% |
| 4 | Micron Technology Inc | 3.20% | 1.84% | 1.84% |
| 5 | Alphabet Inc | 1.74% | 2.88% | 1.74% |
| 6 | Walmart Inc | 1.59% | 2.37% | 1.59% |
| 7 | Merck & Co Inc | 2.33% | 1.45% | 1.45% |
| 8 | Caterpillar Inc | 2.59% | 1.40% | 1.40% |
| 9 | Alphabet Inc | 1.38% | 2.34% | 1.38% |
| 10 | Meta Platforms Inc | 2.92% | 1.08% | 1.08% |
| 11 | Verizon Communications Inc | 1.68% | 1.03% | 1.03% |
| 12 | Applied Materials Inc | 1.77% | 0.94% | 0.94% |
Only in AVLV
221 total- Apple Inc 2.81%
- Lam Research Corp 2.42%
- Costco Wholesale Corp 2.11%
- KLA Corp 1.13%
- Ross Stores Inc 0.96%
- Royal Caribbean Cruises Ltd 0.84%
- Targa Resources Corp 0.84%
- Cheniere Energy Inc 0.77%
- Allstate Corp/The 0.73%
- Ford Motor Co 0.72%
Only in IWX
113 total- Berkshire Hathaway Inc. 4.30%
- Johnson & Johnson 2.86%
- CHEVRON CORP 1.88%
- The Procter & Gamble Co. 1.65%
- Cisco Systems, Inc. 1.50%
- Bank of America Corp. 1.43%
- RTX Corp. 1.25%
- Philip Morris International Inc. 1.25%
- Wells Fargo & Co. 1.20%
- UnitedHealth Group Inc. 1.20%
Open AVLV or IWX 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.