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ETF comparison

AVUV vs IWM

Both US Small Cap.

Avantis US Small Cap Value ETF · iShares Russell 2000 ETF

Holdings overlap

Weighted by ISIN/CUSIP
27.2 %

681 positions appear in both funds. Buying equal dollars of AVUV and IWM would leave roughly 27.2% of each dollar exposed to the same underlying securities.

AVUV unmatched 72.5% Shared 27.2% IWM unmatched 72.6%

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 AVUV only
115 positions
Shared
681 positions
In IWM only
1,333 positions

Side by side

AVUV

Avantis US Small Cap Value ETF

Avantis · US Small Cap

88 composite / 100
Expense ratio
0.25%
Net assets
$32.47B
TTM yield
1.24%
Top-10 conc.
8.1%
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

75
Cost
81
88
Tax efficiency
89
100
Liquidity
100
100
Concentration
100
—
Tracking quality
—
AVUV sub-score IWM

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

Cost difference

IWM is 6 bps cheaper than AVUV. On a $100,000 position that's about $60/yr more in fees for AVUV.

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 AVUV vs IWM.

Top shared holdings

681 shared in total
# Holding In AVUV In IWM Overlap
1 Viasat Inc 0.73% 0.35% 0.35%
2 StoneX Group Inc 0.58% 0.27% 0.27%
3 Kodiak Gas Services Inc 0.43% 0.23% 0.23%
4 Fluor Corp 0.31% 0.23% 0.23%
5 Lantheus Holdings Inc 0.93% 0.22% 0.22%
6 Valley National Bancorp 0.23% 0.22% 0.22%
7 Archrock Inc 0.58% 0.22% 0.22%
8 Oscar Health Inc 0.64% 0.21% 0.21%
9 Ormat Technologies Inc 0.25% 0.21% 0.21%
10 Vishay Intertechnology Inc 0.22% 0.21% 0.21%
11 Plexus Corp 0.20% 0.25% 0.20%
12 Argan Inc 0.20% 0.34% 0.20%

Only in AVUV

115 total
  • Macy's Inc 0.74%
  • Lear Corp 0.70%
  • Alaska Air Group Inc 0.61%
  • NOV Inc 0.60%
  • Iridium Communications Inc 0.58%
  • Avnet Inc 0.58%
  • Weatherford International PLC 0.57%
  • Crocs Inc 0.57%
  • Matador Resources Co 0.56%
  • CarMax Inc 0.53%

Only in IWM

1,333 total
  • Moog, Inc. 0.38%
  • Hut 8 Corp. 0.37%
  • BrightSpring Health Services, Inc. 0.35%
  • Cytokinetics, Inc. 0.35%
  • MaxLinear, Inc. 0.34%
  • UMB Financial Corp. 0.33%
  • JFrog Ltd. 0.31%
  • Riot Platforms, Inc. 0.30%
  • Krystal Biotech, Inc. 0.30%
  • ESCO Technologies, Inc. 0.29%

Percentages are holdings overlap with the named fund.

Open AVUV 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.