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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

AVUS vs DVY: how they differ

AVUS and DVY hold 9% of their weight in the same names, and AVUS returned more over the year.

Avantis U.S. Equity ETF and iShares Select Dividend ETF.

What they hold in common

By the books each fund has filed, AVUS and DVY hold 9% of their money in the same securities at the same weight.

Positions AVUS and DVY both hold, largest shared weight first
HoldingAVUSDVY
Exxon Mobil Corp1.07%0.99%
Merck & Co Inc0.63%0.87%
Chevron Corp0.54%1.38%
Verizon Communications Inc0.46%1.85%
Gilead Sciences Inc0.45%0.66%
AT&T Inc0.33%1.23%
EOG Resources Inc0.29%1.25%
Target Corp0.25%1.45%
Coca-Cola Co/The0.23%0.92%
Comcast Corp0.21%1.22%
International Business Machines Corp0.21%0.83%
US Bancorp0.21%1.28%
Largest positions each one holds and the other does not
Only in AVUSOnly in DVY
NVIDIA Corp 5.49%ALTRIA GROUP INC 2.30%
Apple Inc 5.37%HP INC 1.61%
Microsoft Corp 3.85%LYONDELLBASELL INDUSTRIES NV 1.53%
Amazon.com Inc 3.68%GENERAL MILLS INC 1.52%
Alphabet Inc 2.42%OMNICOM GROUP INC 1.18%
Micron Technology Inc 2.40%SMURFIT WESTROCK PLC 1.08%
Meta Platforms Inc 2.21%INVESCO LTD 1.07%
Alphabet Inc 1.94%PHILIP MORRIS INTERNATIONAL INC 1.02%

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 Apr 30, 2026 and May 31, 2026.

AVUS and DVY on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
AVUS
Avantis U.S. Equity ETF
DVY
iShares Select Dividend ETF
Where it sitsCore index fundCore index fund
IssuerAvantisiShares
What it isU.S. EquityUS dividend
Total return, 1 year+21.6%+18.0%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+4.1 pts+0.5 pts
Expense ratio0.15%0.38%
Already in the S&P 50084.4%80.5%
Holdings1875100

AVUS in plain words

AVUS is an index equity fund tracking the U.S. Equity. Over the year to Sep 11, 2026 it returned +21.6% 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 1875 positions, with the top ten at 29.7%.

DVY in plain words

DVY is an index equity fund tracking the US dividend. Over the year to Sep 11, 2026 it returned +18.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.38% a year. By its holdings filed for Apr 30, 2026, 80% of the fund by weight is stocks the S&P 500 also holds, across 100 positions, with the top ten at 18.3%.

Questions people ask

Which returned more over the last year, AVUS or DVY?
In the year to Sep 12, 2026, with distributions reinvested, AVUS returned +21.6% and DVY returned +18.0%, so AVUS returned more. One year is one year; the longer windows are in the table.
Which is cheaper, AVUS or DVY?
AVUS charges 0.15% a year and DVY charges 0.38%, so AVUS is cheaper. Fees come from each fund's prospectus.
How much do AVUS and DVY overlap with the S&P 500?
By their latest filed holdings, 84% of AVUS and 80% of DVY by weight is stocks the S&P 500 already holds. Between the two funds, 9% 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.

AVUS against DVY, 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, AVUS against DVY, data as of Sep 12, 2026. https://etfiq.com/compare/any/AVUS-DVY Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources