ETF comparison
AVLV vs IWX
Both US Value.
Avantis US Large Cap Value ETF · iShares Russell Top 200 Value ETF
Holdings overlap
42 positions appear in both funds. Buying equal dollars of AVLV and IWX would leave roughly 28.8% 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 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
42 shared in total| # | Holding | In AVLV | In IWX | Overlap |
|---|---|---|---|---|
| 1 | Microsoft Corp | 3.29% | 5.44% | 3.29% |
| 2 | Amazon.com Inc | 2.91% | 8.32% | 2.91% |
| 3 | JPMorgan Chase & Co | 2.59% | 3.44% | 2.59% |
| 4 | Apple Inc | 2.58% | 7.53% | 2.58% |
| 5 | Goldman Sachs Group Inc/The | 1.28% | 1.14% | 1.14% |
| 6 | Wells Fargo & Co | 1.33% | 0.99% | 0.99% |
| 7 | Morgan Stanley | 1.52% | 0.92% | 0.92% |
| 8 | Costco Wholesale Corp | 2.31% | 0.92% | 0.92% |
| 9 | Meta Platforms Inc | 2.66% | 0.88% | 0.88% |
| 10 | Chevron Corp | 0.77% | 1.21% | 0.77% |
| 11 | QUALCOMM Inc | 0.90% | 0.77% | 0.77% |
| 12 | Verizon Communications Inc | 1.69% | 0.70% | 0.70% |
Only in AVLV
256 total- Micron Technology Inc 2.99%
- ExxonMobil Holdings Corp 2.36%
- Eli Lilly & Co 2.01%
- Caterpillar Inc 1.66%
- Marathon Petroleum Corp 0.92%
- Allstate Corp/The 0.89%
- Netflix Inc 0.81%
- Targa Resources Corp 0.80%
- WW Grainger Inc 0.72%
- Royal Caribbean Cruises Ltd 0.72%
Only in IWX
109 total- BERKSHIRE HATHAWAY INC 3.66%
- INTEL CORP 2.40%
- JOHNSON & JOHNSON 2.40%
- EXXONMOBIL HOLDINGS CORP 2.23%
- CISCO SYSTEMS INC 1.82%
- WALMART INC 1.78%
- ABBVIE INC 1.61%
- UNITEDHEALTH GROUP INC 1.47%
- BANK OF AMERICA CORP 1.38%
- PROCTER & GAMBLE COMPANY (THE) 1.34%
Related comparisons
More comparisons with AVLV
- AVLV vs VOO · Vanguard S&P 500 ETF 28.7%
- AVLV vs VTI · Vanguard Morningstar Total Stock Market ETF 28.4%
- AVLV vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 28.2%
- AVLV vs DGRO · iShares Core Dividend Growth ETF 28.1%
- AVLV vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 28.1%
- AVLV vs MGV · Vanguard Morningstar Mega Cap Value ETF 28.0%
More comparisons with IWX
- IWX vs VUG · Vanguard Morningstar Growth ETF 25.1%
- IWX vs IWF · iShares Russell 1000 Growth ETF 16.7%
- IWX vs SCHD · Schwab U.S. Dividend Equity ETF 13.1%
- IWX vs RPV · Invesco S&P 500 Pure Value ETF 9.7%
- IWX vs VO · Vanguard Morningstar Mid-Cap ETF 8.0%
- IWX vs VOE · Vanguard Morningstar Mid-Cap Value ETF 6.8%
Percentages are holdings overlap with the named fund.
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.