ETF comparison
AVUV vs IWN
Both US Small Cap.
Avantis US Small Cap Value ETF · iShares Russell 2000 Value ETF
Holdings overlap
582 positions appear in both funds. Buying equal dollars of AVUV and IWN would leave roughly 36.7% 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
IWN is 1 bps cheaper than AVUV. On a $100,000 position that's about $10/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 IWN.
Top shared holdings
582 shared in total| # | Holding | In AVUV | In IWN | Overlap |
|---|---|---|---|---|
| 1 | SM Energy Co | 0.77% | 0.54% | 0.54% |
| 2 | Jackson Financial Inc | 0.52% | 0.50% | 0.50% |
| 3 | Noble Corp PLC | 0.65% | 0.43% | 0.43% |
| 4 | Transocean Ltd | 0.52% | 0.42% | 0.42% |
| 5 | Valaris Ltd | 0.58% | 0.42% | 0.42% |
| 6 | Viasat Inc | 0.89% | 0.39% | 0.39% |
| 7 | GATX Corp | 0.92% | 0.39% | 0.39% |
| 8 | Murphy Oil Corp | 0.56% | 0.39% | 0.39% |
| 9 | Essent Group Ltd | 0.44% | 0.37% | 0.37% |
| 10 | Hancock Whitney Corp | 0.46% | 0.37% | 0.37% |
| 11 | CNX Resources Corp | 0.62% | 0.37% | 0.37% |
| 12 | Taylor Morrison Home Corp | 0.36% | 0.38% | 0.36% |
Only in AVUV
192 total- Five Below Inc 0.97%
- Macy's Inc 0.87%
- Lear Corp 0.85%
- Avnet Inc 0.79%
- Archrock Inc 0.77%
- Alaska Air Group Inc 0.72%
- Air Lease Corp 0.69%
- NOV Inc 0.69%
- StoneX Group Inc 0.67%
- Weatherford International PLC 0.66%
Only in IWN
827 total- BlackRock Funds III 8.04%
- EchoStar Corp. 1.09%
- TTM Technologies, Inc. 0.69%
- Coeur Mining, Inc. 0.66%
- Hecla Mining Co. 0.62%
- Praxis Precision Medicines, Inc. 0.53%
- CareTrust REIT, Inc. 0.51%
- Vaxcyte, Inc. 0.50%
- Cytokinetics, Inc. 0.48%
- Ormat Technologies, Inc. 0.47%
Open AVUV or IWN 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.