ETF comparison
AVMV vs IWS
Both US Mid Cap.
Avantis U.S. Mid Cap Value ETF · iShares Russell Mid-Cap Value ETF
Holdings overlap
231 positions appear in both funds. Buying equal dollars of AVMV and IWS would leave roughly 30.7% 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
AVMV is 3 bps cheaper than IWS. On a $100,000 position that's about $30/yr more in fees for IWS.
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 IWS.
Top shared holdings
231 shared in total| # | Holding | In AVMV | In IWS | Overlap |
|---|---|---|---|---|
| 1 | Flex Ltd | 1.16% | 0.58% | 0.58% |
| 2 | Delta Air Lines Inc | 1.22% | 0.56% | 0.56% |
| 3 | ONEOK Inc | 0.77% | 0.54% | 0.54% |
| 4 | Nucor Corp | 1.11% | 0.48% | 0.48% |
| 5 | Cheniere Energy Inc | 1.11% | 0.46% | 0.46% |
| 6 | Devon Energy Corp | 1.64% | 0.46% | 0.46% |
| 7 | State Street Corp | 1.20% | 0.44% | 0.44% |
| 8 | Ferguson Enterprises Inc | 1.12% | 0.42% | 0.42% |
| 9 | United Airlines Holdings Inc | 1.10% | 0.41% | 0.41% |
| 10 | DR Horton Inc | 1.01% | 0.40% | 0.40% |
| 11 | American International Group Inc | 1.02% | 0.39% | 0.39% |
| 12 | PayPal Holdings Inc | 0.79% | 0.38% | 0.38% |
Only in AVMV
68 total- Chipotle Mexican Grill Inc 1.30%
- Targa Resources Corp 1.12%
- Target Corp 1.06%
- Dexcom Inc 0.91%
- Jabil Inc 0.87%
- ATI Inc 0.85%
- EMCOR Group Inc 0.76%
- Comfort Systems USA Inc 0.70%
- CoreWeave Inc 0.62%
- Darden Restaurants Inc 0.60%
Only in IWS
489 total- WARNER BROS. DISCOVERY INC 0.63%
- PHILLIPS 66 0.62%
- DIGITAL REALTY TRUST INC 0.62%
- KINDER MORGAN INC 0.61%
- ALLSTATE CORP (THE) 0.60%
- HEWLETT PACKARD ENTERPRISE COMPANY 0.59%
- REALTY INCOME CORP 0.57%
- CORTEVA INC 0.56%
- AMETEK INC 0.54%
- COHERENT CORP 0.54%
Related comparisons
More comparisons with AVMV
- AVMV vs IWR · iShares Russell Mid-Cap ETF 29.2%
- AVMV vs BBMC · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 28.5%
- AVMV vs SCHM · Schwab U.S. Mid-Cap ETF 27.7%
- AVMV vs IVOO · Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 25.2%
- AVMV vs MDY · State Street SPDR S&P MIDCAP 400 ETF Trust 24.8%
- AVMV vs SPMD · State Street SPDR Portfolio S&P 400 Mid Cap ETF 24.3%
More comparisons with IWS
- IWS vs IWD · iShares Russell 1000 Value ETF 28.5%
- IWS vs IJH · iShares Core S&P Mid-Cap ETF 24.0%
- IWS vs SPMD · State Street SPDR Portfolio S&P 400 Mid Cap ETF 24.0%
- IWS vs IVOO · Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 24.0%
- IWS vs MDY · State Street SPDR S&P MIDCAP 400 ETF Trust 22.3%
- IWS vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 21.3%
Percentages are holdings overlap with the named fund.
Open AVMV or IWS 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.