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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

AVLV vs ITOT: how they differ

AVLV and ITOT hold 27% of their weight in the same names, and AVLV returned more over the year.

Avantis U.S. Large Cap Value ETF and iShares Core S&P Total U.S. Stock Market ETF.

What they hold in common

By the books each fund has filed, AVLV and ITOT hold 27% of their money in the same securities at the same weight.

Positions AVLV and ITOT both hold, largest shared weight first
HoldingAVLVITOT
Amazon.com Inc3.18%3.20%
Apple Inc3.17%5.82%
Micron Technology Inc4.57%1.78%
Meta Platforms Inc2.74%1.70%
Microsoft Corp1.63%3.80%
JPMorgan Chase & Co1.79%1.20%
Applied Materials Inc1.06%0.79%
Exxon Mobil Corp2.59%0.78%
Lam Research Corp2.52%0.74%
Walmart Inc0.89%0.68%
Caterpillar Inc2.53%0.67%
Costco Wholesale Corp2.06%0.57%
Largest positions each one holds and the other does not
Only in AVLVOnly in ITOT
Flex Ltd 1.06%NVIDIA Corp. 6.64%
Royal Caribbean Cruises Ltd 0.79%Broadcom, Inc. 2.45%
TechnipFMC PLC 0.54%Tesla, Inc. 1.62%
Carnival Corp Ltd 0.53%Eli Lilly & Co. 1.30%
Arch Capital Group Ltd 0.44%Advanced Micro Devices, Inc. 1.30%
Chubb Ltd 0.44%Berkshire Hathaway, Inc. 1.26%
LyondellBasell Industries NV 0.33%Intel Corp. 0.90%
Jazz Pharmaceuticals PLC 0.28%Johnson & Johnson 0.84%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and May 31, 2026.

AVLV and ITOT on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
AVLV
Avantis U.S. Large Cap Value ETF
ITOT
iShares Core S&P Total U.S. Stock Market ETF
Where it sitsCore index fundCore index fund
IssuerAvantisiShares
What it isU.S. Large Cap ValueCore S&P Total U.S. Stock Market
Total return, 1 year+31.0%+17.2%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+13.5 pts−0.3 pts
Expense ratio0.15%0.03%
Already in the S&P 50084.5%88.3%
Holdings2752497

AVLV in plain words

AVLV is an index equity fund tracking the U.S. Large Cap Value. Over the year to Sep 11, 2026 it returned +31.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.15% a year. By its holdings filed for May 31, 2026, 84% of the fund by weight is stocks the S&P 500 also holds, across 275 positions, with the top ten at 26.9%.

ITOT in plain words

ITOT is an index equity fund tracking the Core S&P Total U.S. Stock Market. Over the year to Sep 11, 2026 it returned +17.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.03% a year. By its holdings filed for Jun 30, 2026, 88% of the fund by weight is stocks the S&P 500 also holds, across 2497 positions, with the top ten at 32.2%.

Questions people ask

Which returned more over the last year, AVLV or ITOT?
In the year to Sep 12, 2026, with distributions reinvested, AVLV returned +31.0% and ITOT returned +17.2%, so AVLV returned more. One year is one year; the longer windows are in the table.
Which is cheaper, AVLV or ITOT?
AVLV charges 0.15% a year and ITOT charges 0.03%, so ITOT is cheaper. Fees come from each fund's prospectus.
How much do AVLV and ITOT overlap with the S&P 500?
By their latest filed holdings, 84% of AVLV and 88% of ITOT by weight is stocks the S&P 500 already holds. Between the two funds, 27% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

AVLV against ITOT, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, AVLV against ITOT, data as of Sep 12, 2026. https://etfiq.com/compare/any/AVLV-ITOT Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources