ETF comparison
AVMV vs IJR
US Mid Cap vs US Small Cap.
Avantis U.S. Mid Cap Value ETF · iShares Core S&P Small-Cap ETF
Holdings overlap
25 positions appear in both funds. Buying equal dollars of AVMV and IJR would leave roughly 2.9% 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
IJR is 14 bps cheaper than AVMV. On a $100,000 position that's about $140/yr more in fees for AVMV.
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 AVMV vs IJR.
Top shared holdings
25 shared in total| # | Holding | In AVMV | In IJR | Overlap |
|---|---|---|---|---|
| 1 | Paycom Software Inc | 0.27% | 0.28% | 0.27% |
| 2 | Viasat Inc | 0.24% | 0.66% | 0.24% |
| 3 | SM Energy Co | 0.22% | 0.32% | 0.22% |
| 4 | Brinker International Inc | 0.22% | 0.39% | 0.22% |
| 5 | Lincoln National Corp | 0.20% | 0.27% | 0.20% |
| 6 | Armstrong World Industries Inc | 0.19% | 0.37% | 0.19% |
| 7 | Jackson Financial Inc | 0.25% | 0.16% | 0.16% |
| 8 | StoneX Group Inc | 0.15% | 0.46% | 0.15% |
| 9 | Mohawk Industries Inc | 0.15% | 0.34% | 0.15% |
| 10 | Argan Inc | 0.15% | 0.60% | 0.15% |
| 11 | Eastman Chemical Co | 0.14% | 0.41% | 0.14% |
| 12 | Lamb Weston Holdings Inc | 0.13% | 0.32% | 0.13% |
Only in AVMV
274 total- Devon Energy Corp 1.64%
- Chipotle Mexican Grill Inc 1.30%
- Ameriprise Financial Inc 1.24%
- Delta Air Lines Inc 1.22%
- State Street Corp 1.20%
- Flex Ltd 1.16%
- Fastenal Co 1.15%
- Ferguson Enterprises Inc 1.12%
- Old Dominion Freight Line Inc 1.12%
- Targa Resources Corp 1.12%
Only in IJR
578 total- FORMFACTOR INC 0.67%
- MOLINA HEALTHCARE INC 0.64%
- BRIGHTSPRING HEALTH SERVICES INC 0.60%
- ELEMENT SOLUTIONS INC 0.59%
- MAXLINEAR INC 0.58%
- KRYSTAL BIOTECH INC 0.53%
- ESCO TECHNOLOGIES INC 0.49%
- MATCH GROUP INC 0.48%
- ALKERMES PLC 0.47%
- EVERUS CONSTRUCTION GROUP INC 0.46%
Related comparisons
More comparisons with AVMV
- AVMV vs IWF · iShares Russell 1000 Growth ETF 2.8%
- AVMV vs VUG · Vanguard Morningstar Growth ETF 2.0%
- AVMV vs QQQ · Invesco QQQ Trust 1.5%
- AVMV vs IWS · iShares Russell Mid-Cap Value ETF 30.7%
- AVMV vs IWR · iShares Russell Mid-Cap ETF 29.2%
- AVMV vs BBMC · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 28.5%
More comparisons with IJR
- IJR vs DTD · WisdomTree U.S. Total Dividend Fund 2.6%
- IJR vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 2.6%
- IJR vs SPTM · State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.5%
- IJR vs IWS · iShares Russell Mid-Cap Value ETF 2.5%
- IJR vs IWV · iShares Russell 3000 ETF 2.5%
- IJR vs VTI · Vanguard Morningstar Total Stock Market ETF 2.5%
Percentages are holdings overlap with the named fund.
Open AVMV or IJR 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.