Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
AVUS vs IWM: how they differ
AVUS and IWM hold 6% of their weight in the same names.
Avantis U.S. Equity ETF and iShares Russell 2000 ETF.
What they hold in common
By the books each fund has filed, AVUS and IWM hold 6% of their money in the same securities at the same weight.
| Holding | AVUS | IWM |
|---|---|---|
| Viasat Inc | 0.08% | 0.35% |
| Argan Inc | 0.06% | 0.34% |
| SM Energy Co | 0.05% | 0.20% |
| Jackson Financial Inc | 0.04% | 0.19% |
| Kodiak Gas Services Inc | 0.04% | 0.23% |
| Commercial Metals Co | 0.04% | 0.22% |
| StoneX Group Inc | 0.04% | 0.27% |
| Archrock Inc | 0.04% | 0.22% |
| Lantheus Holdings Inc | 0.04% | 0.23% |
| InterDigital Inc | 0.04% | 0.23% |
| Liberty Energy Inc | 0.04% | 0.13% |
| MYR Group Inc | 0.04% | 0.24% |
| Only in AVUS | Only in IWM |
|---|---|
| NVIDIA Corp 5.49% | Hut 8 Corp. 0.37% |
| Apple Inc 5.37% | Cytokinetics, Inc. 0.35% |
| Microsoft Corp 3.85% | MaxLinear, Inc. 0.34% |
| Amazon.com Inc 3.68% | JFrog Ltd. 0.31% |
| Alphabet Inc 2.42% | CareTrust REIT, Inc. 0.28% |
| Micron Technology Inc 2.40% | Compass, Inc. 0.28% |
| Meta Platforms Inc 2.21% | Alkermes plc 0.27% |
| Alphabet Inc 1.94% | Glaukos Corp. 0.25% |
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.
| AVUS Avantis U.S. Equity ETF | IWM iShares Russell 2000 ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | Avantis | iShares |
| What it is | U.S. Equity | Russell 2000 |
| Total return, 1 year | +21.6% | +21.2% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | +4.1 pts | +3.7 pts |
| Expense ratio | 0.15% | 0.19% |
| Already in the S&P 500 | 84.4% | 0.0% |
| Holdings | 1875 | 2014 |
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%.
IWM in plain words
IWM is an index equity fund tracking the Russell 2000. Over the year to Sep 11, 2026 it returned +21.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.19% a year. By its holdings filed for Jun 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 2014 positions, with the top ten at 3.4%. It sat 5.3% below its high of Aug 14, 2026 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, AVUS or IWM?
- In the year to Sep 12, 2026, with distributions reinvested, AVUS returned +21.6% and IWM returned +21.2%, so AVUS returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, AVUS or IWM?
- AVUS charges 0.15% a year and IWM charges 0.19%, so AVUS is cheaper. Fees come from each fund's prospectus.
- How much do AVUS and IWM overlap with the S&P 500?
- By their latest filed holdings, 84% of AVUS and 0% of IWM by weight is stocks the S&P 500 already holds. Between the two funds, 6% 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.
Cite this page. ETFIQ, AVUS against IWM, data as of Sep 12, 2026. https://etfiq.com/compare/any/AVUS-IWM Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources