Get the weekly note

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

ETFIQetfiq.com · independent ETF data

AVUV vs IWF: how they differ

AVUV and IWF hold 0% of their weight in the same names, and AVUV returned more over the year.

Avantis U.S. Small Cap Value ETF and iShares Russell 1000 Growth ETF.

What they hold in common

By the books each fund has filed, AVUV and IWF hold 0% of their money in the same securities at the same weight.

Positions AVUV and IWF both hold, largest shared weight first
HoldingAVUVIWF
Five Below Inc0.72%0.01%
Globalstar Inc0.09%0.01%
Sanmina Corp0.06%0.01%
Iridium Communications Inc0.71%0.01%
Alaska Air Group Inc0.64%0.00%
Lyft Inc0.26%0.00%
Credit Acceptance Corp0.20%0.00%
Kyndryl Holdings Inc0.00%0.00%
Matador Resources Co0.29%0.00%
Primoris Services Corp0.14%0.00%
Largest positions each one holds and the other does not
Only in AVUVOnly in IWF
Viasat Inc 1.39%NVIDIA CORPORATION 13.85%
Matson Inc 0.98%APPLE INC. 6.72%
Lear Corp 0.90%ALPHABET INC. 6.18%
SM Energy Co 0.86%BROADCOM INC. 5.21%
Avnet Inc 0.86%ALPHABET INC. 4.98%
Macy's Inc 0.78%MICROSOFT CORPORATION 4.11%
StoneX Group Inc 0.77%MICRON TECHNOLOGY, INC. 3.86%
Cabot Corp 0.71%TESLA, INC. 3.65%

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.

AVUV and IWF on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
AVUV
Avantis U.S. Small Cap Value ETF
IWF
iShares Russell 1000 Growth ETF
Where it sitsCore index fundCore index fund
IssuerAvantisiShares
What it isU.S. Small Cap ValueRussell 1000 growth
Total return, 1 year+24.6%+7.0%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+7.2 pts−10.5 pts
Expense ratio0.25%0.18%
Already in the S&P 5000.0%93.6%
Holdings795368

AVUV in plain words

AVUV is an index equity fund tracking the U.S. Small Cap Value. Over the year to Sep 11, 2026 it returned +24.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.25% a year. By its holdings filed for May 31, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 795 positions, with the top ten at 8.7%.

IWF in plain words

IWF is an index equity fund tracking the Russell 1000 growth. Over the year to Sep 11, 2026 it returned +7.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.18% a year. By its holdings filed for Jun 30, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 368 positions, with the top ten at 54.4%. It sat 5.0% below its high of Jun 1, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, AVUV or IWF?
In the year to Sep 12, 2026, with distributions reinvested, AVUV returned +24.6% and IWF returned +7.0%, so AVUV returned more. One year is one year; the longer windows are in the table.
Which is cheaper, AVUV or IWF?
AVUV charges 0.25% a year and IWF charges 0.18%, so IWF is cheaper. Fees come from each fund's prospectus.
How much do AVUV and IWF overlap with the S&P 500?
By their latest filed holdings, 0% of AVUV and 94% of IWF by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.

Other comparisons

Where to next

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.

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

A comparison is not a recommendation. Standards and sources