Which returned more over the last year, AVIV or JIRE?

In the year to Oct 9, 2026, with distributions reinvested, AVIV returned +20.5% and JIRE +13.8%.

Which is cheaper, AVIV or JIRE?

JIRE is cheaper, by 0.01 percentage points a year. That is about $1 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do AVIV and JIRE overlap with the S&P 500?

By their latest filed holdings, 0% of AVIV and 0% of JIRE by weight is stocks the S&P 500 already holds.

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AVIV vs JIRE: Differences, Returns & Fees

AVIV and JIRE hold 21% of their weight in the same names, and AVIV returned +20.5% over the year. Net assets: $1.8bn on May 31, 2026 for Avantis International Large Cap Value ETF, and $10.9bn on Oct 9, 2026 for JPMorgan International Research Enhanced Equity ETF.

JIRE costs 0.01 points a year less; their one-year returns differ by 6.7 points.

	AVIV	JIRE
Expense ratio	0.25%	0.24%
Net assets, AVIV as of May 31, 2026 and JIRE as of Oct 9, 2026	$1.8bn	$10.9bn
Total return, 1 year	+20.5%	+13.8%
What it tracks	No index, actively managed	No index, actively managed
Holdings in common	21%
Top ten holdings, share of the fund	16.6%	16.6%
Below its high	5.5%, high on Aug 25, 2026	4.8%, high on Aug 13, 2026

Holdings in common uses holdings dated Oct 8, 2026 and Oct 9, 2026.

+20.5%

AVIV total return, 1 year

+13.8%

JIRE total return, 1 year

0.25%

AVIV expense ratio

0.24%

JIRE expense ratio

What they hold in common

By the books each fund has filed, AVIV and JIRE hold 21% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Oct 8, 2026 and Oct 9, 2026.

50%

half

21% in common

Positions both hold, largest shared weight first

Holding AVIV JIRE

ROCHE HOLDING AG COMMON STOCK CHF.001 1.88% 1.35%

ALLIANZ SE REG COMMON STOCK 1.25% 1.46%

SAFRAN SA COMMON STOCK EUR.2 1.99% 1.21%

UNICREDIT SPA COMMON STOCK 1.01% 1.06%

UBS GROUP AG REG COMMON STOCK USD.1 1.29% 0.92%

MUENCHENER RUECKVER AG REG COMMON STOCK 0.79% 0.96%

TOTALENERGIES SE COMMON STOCK 0.75% 1.03%

DBS GROUP HOLDINGS LTD COMMON STOCK 0.66% 0.83%

DEUTSCHE TELEKOM AG REG COMMON STOCK 0.93% 0.66%

DHL AG COMMON STOCK 0.63% 0.56%

SOFTBANK GROUP CORP COMMON STOCK 1.01% 0.55%

VINCI SA COMMON STOCK EUR2.5 0.90% 0.51%

Only in AVIV

BANCO BILBAO VIZCAYA SP ADR ADR 2.42%

SHELL PLC ADR ADR 2.21%

BHP GROUP LTD SPON ADR ADR 1.36%

BP PLC SPONS ADR ADR 1.31%

TORONTO DOMINION BANK COMMON STOCK 1.30%

CANADIAN NATURAL RESOURCES COMMON STOCK 1.09%

ASML HOLDING NV NY REG SHS NY REG SHRS EUR.09 1.02%

SUNCOR ENERGY INC COMMON STOCK 1.00%

Only in JIRE

ASML HOLDING NV COMMON 3.81%

SIEMENS AG COMMON STOCK 1.71%

ASTRAZENECA PLC COMMON 1.64%

BANCO SANTANDER SA 1.38%

HSBC HOLDINGS PLC COMMON 1.38%

NESTLE SA COMMON STOCK 1.26%

BHP GROUP LTD COMMON 1.22%

ADVANTEST CORP COMMON 1.17%

Check overlap with more funds →

On the same fields

AVIV

Avantis International Large Cap Value ETF

JIRE

JPMorgan International Research Enhanced Equity ETF

Where it sits Stock ETF Stock ETF

Issuer Avantis JPMorgan

What it is Actively managed Actively managed

Total return, 1 year +20.5% +13.8%

S&P 500 over the same days +17.3% +17.3%

Gap to the S&P 500 +3.2 pts −3.5 pts

Expense ratio 0.25% 0.24%

Already in the S&P 500 0.1% 0.0%

Holdings 598 207

Net assets, AVIV as of May 31, 2026 and JIRE as of Oct 9, 2026 $1.8bn $10.9bn

AVIV and JIRE on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

AVIV in plain words

AVIV is actively managed and tracks no index. Over the year to Oct 9, 2026 it returned +20.5% with distributions reinvested, against +17.3% for the S&P 500. The prospectus expense ratio is 0.25% a year. By its holdings published by its issuer for Oct 8, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 598 positions, with the top ten at 16.6%. It sat 5.5% below its high of Aug 25, 2026 on Oct 9, 2026.

JIRE in plain words

JIRE is actively managed and tracks no index. Over the year to Oct 9, 2026 it returned +13.8% with distributions reinvested, against +17.3% for the S&P 500. The prospectus expense ratio is 0.24% a year. By its holdings published by its issuer for Oct 9, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 207 positions, with the top ten at 16.6%. It sat 4.8% below its high of Aug 13, 2026 on Oct 9, 2026.

Questions people ask

Which returned more over the last year, AVIV or JIRE?: In the year to Oct 9, 2026, with distributions reinvested, AVIV returned +20.5% and JIRE +13.8%.
Which is cheaper, AVIV or JIRE?: JIRE is cheaper, by 0.01 percentage points a year. That is about $1 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do AVIV and JIRE overlap with the S&P 500?: By their latest filed holdings, 0% of AVIV and 0% of JIRE by weight is stocks the S&P 500 already holds.

Other comparisons

AVIV vs LVHI AVIV vs GSIE AVIV vs DFIV AVIV vs VYMI ICOW vs JIRE JIRE vs RODM JIRE vs WCMI JIRE vs SCHY

AVIV on its own →JIRE on its own →Hold both: look the portfolio through →Rankings →Standards and sources →

Where these figures came from

AVIV filings on SEC EDGAR ↗AVIV prospectus with the expense ratio (SEC) ↗Avantis website ↗JIRE filings on SEC EDGAR ↗JIRE prospectus with the expense ratio (SEC) ↗JPMorgan website ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, AVIV against JIRE, data as of Oct 9, 2026. https://etfiq.com/compare/any/aviv-vs-jire

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.