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

In the year to Oct 9, 2026, with distributions reinvested, AVIV returned +20.5% and WCMI +12.4%.

Which is cheaper, AVIV or WCMI?

AVIV is cheaper, by 0.60 percentage points a year. That is about $60 on $10,000 held for a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 0% of AVIV and 5% of WCMI by weight is stocks the S&P 500 already holds.

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AVIV vs WCMI: Differences, Returns & Fees

AVIV and WCMI hold 6% 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 $2.1bn on Oct 9, 2026 for First Trust WCM International Equity ETF.

AVIV costs 0.60 points a year less; their one-year returns differ by 8.1 points.

	AVIV	WCMI
Expense ratio	0.25%	0.85%
Net assets, AVIV as of May 31, 2026 and WCMI as of Oct 9, 2026	$1.8bn	$2.1bn
Total return, 1 year	+20.5%	+12.4%
What it tracks	No index, actively managed	No index, actively managed
Holdings in common	6%
Top ten holdings, share of the fund	16.6%	42.9%
Below its high	5.5%, high on Aug 25, 2026	5.3%, high on Aug 14, 2026

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

+20.5%

AVIV total return, 1 year

+12.4%

WCMI total return, 1 year

0.25%

AVIV expense ratio

0.85%

WCMI expense ratio

What they hold in common

By the books each fund has filed, AVIV and WCMI hold 6% 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

6% in common

Positions both hold, largest shared weight first

Holding AVIV WCMI

ROLLS ROYCE HOLDINGS PLC COMMON STOCK GBP.2 1.50% 6.30%

UBS GROUP AG REG COMMON STOCK USD.1 1.29% 1.97%

CANADIAN NATURAL RESOURCES COMMON STOCK 1.09% 2.57%

MUENCHENER RUECKVER AG REG COMMON STOCK 0.79% 1.49%

TESCO PLC COMMON STOCK GBP.0633333 0.58% 3.02%

NOVO NORDISK A/S SPONS ADR ADR 0.55% 1.51%

SONY GROUP CORP SP ADR ADR 0.54% 3.10%

NEBIUS GROUP NV COMMON STOCK EUR.01 0.04% 5.19%

GLENCORE PLC COMMON STOCK USD.01 0.02% 1.62%

HEIDELBERG MATERIALS AG COMMON STOCK 0.00% 1.00%

KIOXIA HOLDINGS CORP COMMON STOCK 0.00% 3.46%

Only in AVIV

BANCO BILBAO VIZCAYA SP ADR ADR 2.42%

SHELL PLC ADR ADR 2.21%

SAFRAN SA COMMON STOCK EUR.2 1.99%

ROCHE HOLDING AG COMMON STOCK CHF.001 1.88%

BHP GROUP LTD SPON ADR ADR 1.36%

ZURICH INSURANCE GROUP AG COMMON STOCK CHF.1 1.36%

BP PLC SPONS ADR ADR 1.31%

TORONTO DOMINION BANK COMMON STOCK 1.30%

Only in WCMI

Taiwan Semiconductor Manufacturing Company Ltd. 7.69%

Teva Pharmaceutical Industries Ltd. 3.81%

Constellation Software Inc. 3.80%

Mizuho Financial Group, Inc. 3.31%

Babcock International Group Plc 3.26%

Lottomatica Group SpA 2.98%

Siemens Energy AG 2.86%

WuXi Biologics (Cayman) Inc. 2.80%

Check overlap with more funds →

On the same fields

AVIV

Avantis International Large Cap Value ETF

WCMI

First Trust WCM International Equity ETF

Where it sits Stock ETF Stock ETF

Issuer Avantis First Trust

What it is Actively managed Actively managed

Total return, 1 year +20.5% +12.4%

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

Gap to the S&P 500 +3.2 pts −4.8 pts

Expense ratio 0.25% 0.85%

Already in the S&P 500 0.1% 4.7%

Holdings 598 42

Net assets, AVIV as of May 31, 2026 and WCMI as of Oct 9, 2026 $1.8bn $2.1bn

AVIV and WCMI 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.

WCMI in plain words

WCMI is actively managed and tracks no index. Over the year to Oct 9, 2026 it returned +12.4% with distributions reinvested, against +17.3% for the S&P 500. The prospectus expense ratio is 0.85% a year. By its holdings published by its issuer for Oct 9, 2026, 5% of the fund by weight is stocks the S&P 500 also holds, across 42 positions, with the top ten at 42.9%. It sat 5.3% below its high of Aug 14, 2026 on Oct 9, 2026.

Questions people ask

Which returned more over the last year, AVIV or WCMI?: In the year to Oct 9, 2026, with distributions reinvested, AVIV returned +20.5% and WCMI +12.4%.
Which is cheaper, AVIV or WCMI?: AVIV is cheaper, by 0.60 percentage points a year. That is about $60 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do AVIV and WCMI overlap with the S&P 500?: By their latest filed holdings, 0% of AVIV and 5% of WCMI by weight is stocks the S&P 500 already holds.

Other comparisons

AVIV vs VYMI AVIV vs SCHY AVIV vs ICOW AVIV vs DIVI ICOW vs WCMI RODM vs WCMI SCHY vs WCMI PIEQ vs WCMI

AVIV on its own →WCMI 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 ↗WCMI filings on SEC EDGAR ↗WCMI prospectus with the expense ratio (SEC) ↗First Trust page for WCMI ↗

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 WCMI, data as of Oct 9, 2026. https://etfiq.com/compare/any/aviv-vs-wcmi

Open data

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