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ETF comparison

AVUS vs IWM

US Total Market vs US Small Cap.

Avantis US Equity ETF · iShares Russell 2000 ETF

Holdings overlap

Weighted by ISIN/CUSIP
6.6 %

1,032 positions appear in both funds. Buying equal dollars of AVUS and IWM would leave roughly 6.6% of each dollar exposed to the same underlying securities.

AVUS unmatched 93.2% Shared 6.6% IWM unmatched 93.2%

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.

In AVUS only
866 positions
Shared
1,032 positions
In IWM only
982 positions

Side by side

AVUS

Avantis US Equity ETF

Avantis · US Total Market

88 composite / 100
Expense ratio
0.15%
Net assets
$14.67B
TTM yield
0.94%
Top-10 conc.
29.3%
IWM

iShares Russell 2000 ETF

iShares · US Small Cap

90 composite / 100
Expense ratio
0.19%
Net assets
$75.49B
TTM yield
0.97%
Top-10 conc.
3.4%

Sub-score comparison

85
Cost
81
89
Tax efficiency
89
100
Liquidity
100
72
Concentration
100
—
Tracking quality
—
AVUS sub-score IWM

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

AVUS is 4 bps cheaper than IWM. On a $100,000 position that's about $40/yr more in fees for IWM.

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 AVUS vs IWM.

Top shared holdings

1,032 shared in total
# Holding In AVUS In IWM Overlap
1 Viasat Inc 0.06% 0.35% 0.06%
2 SM Energy Co 0.06% 0.20% 0.06%
3 Jackson Financial Inc 0.06% 0.19% 0.06%
4 InterDigital Inc 0.05% 0.23% 0.05%
5 Victoria's Secret & Co 0.05% 0.18% 0.05%
6 Brinker International Inc 0.04% 0.23% 0.04%
7 Abercrombie & Fitch Co 0.04% 0.12% 0.04%
8 Matson Inc 0.04% 0.18% 0.04%
9 Lantheus Holdings Inc 0.04% 0.22% 0.04%
10 Oscar Health Inc 0.04% 0.21% 0.04%
11 StoneX Group Inc 0.04% 0.27% 0.04%
12 UMB Financial Corp 0.04% 0.33% 0.04%

Only in AVUS

866 total
  • NVIDIA Corp 5.60%
  • Apple Inc 5.38%
  • Microsoft Corp 4.36%
  • Amazon.com Inc 3.47%
  • Micron Technology Inc 2.27%
  • Alphabet Inc 2.01%
  • Meta Platforms Inc 1.98%
  • Alphabet Inc 1.62%
  • JPMorgan Chase & Co 1.41%
  • ExxonMobil Holdings Corp 1.19%

Only in IWM

982 total
  • Hut 8 Corp. 0.37%
  • Cytokinetics, Inc. 0.35%
  • MaxLinear, Inc. 0.34%
  • JFrog Ltd. 0.31%
  • CareTrust REIT, Inc. 0.28%
  • FirstCash Holdings, Inc. 0.28%
  • Compass, Inc. 0.27%
  • D-Wave Quantum, Inc. 0.27%
  • Cipher Digital, Inc. 0.26%
  • Ryman Hospitality Properties, Inc. 0.25%

Percentages are holdings overlap with the named fund.

Open AVUS or IWM 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.