ETF comparison
AVMV vs IWR
Both US Mid Cap.
Avantis U.S. Mid Cap Value ETF · iShares Russell Mid-Cap ETF
Holdings overlap
233 positions appear in both funds. Buying equal dollars of AVMV and IWR would leave roughly 27.7% 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
IWR is 2 bps cheaper than AVMV. On a $100,000 position that's about $20/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 IWR.
Top shared holdings
233 shared in total| # | Holding | In AVMV | In IWR | Overlap |
|---|---|---|---|---|
| 1 | Cheniere Energy Inc | 0.97% | 0.48% | 0.48% |
| 2 | ONEOK Inc | 1.02% | 0.45% | 0.45% |
| 3 | Targa Resources Corp | 1.38% | 0.42% | 0.42% |
| 4 | Comfort Systems USA Inc | 0.99% | 0.38% | 0.38% |
| 5 | WW Grainger Inc | 0.47% | 0.38% | 0.38% |
| 6 | Occidental Petroleum Corp | 1.25% | 0.36% | 0.36% |
| 7 | Ford Motor Co | 0.54% | 0.36% | 0.36% |
| 8 | IDEXX Laboratories Inc | 0.58% | 0.35% | 0.35% |
| 9 | Delta Air Lines Inc | 1.14% | 0.34% | 0.34% |
| 10 | Fifth Third Bancorp | 1.09% | 0.33% | 0.33% |
| 11 | Kroger Co/The | 1.03% | 0.33% | 0.33% |
| 12 | Ameriprise Financial Inc | 1.08% | 0.32% | 0.32% |
Only in AVMV
46 total- Target Corp 1.15%
- American International Group Inc 1.07%
- Chipotle Mexican Grill Inc 0.61%
- Nextpower Inc 0.49%
- Dycom Industries Inc 0.41%
- InterDigital Inc 0.30%
- Paramount Skydance Corp 0.29%
- Autoliv Inc 0.25%
- Sanmina Corp 0.23%
- Primoris Services Corp 0.21%
Only in IWR
575 total- BlackRock Funds III 2.98%
- Corning, Inc. 0.84%
- Vertiv Holdings Co. 0.76%
- Howmet Aerospace, Inc. 0.73%
- Western Digital Corp. 0.73%
- Sandisk Corp. 0.72%
- Bank of New York Mellon Corp. (The) 0.65%
- Quanta Services, Inc. 0.64%
- Valero Energy Corp. 0.60%
- Cummins, Inc. 0.59%
Open AVMV or IWR 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.