Which returned more over the last year, AVLC or IWB?

In the year to Oct 9, 2026, with distributions reinvested, AVLC returned +20.9% and IWB +16.6%.

Which is cheaper, AVLC or IWB?

Neither: AVLC and IWB both charge 0.15% a year. Fees come from each fund's prospectus.

How much do AVLC and IWB overlap with the S&P 500?

By their latest filed holdings, 89% of AVLC and 92% of IWB by weight is stocks the S&P 500 already holds.

Compare their flows Ask IQ about these two funds

AVLC vs IWB: Differences, Returns & Fees

AVLC and IWB hold 77% of their weight in the same names, and AVLC returned +20.9% over the year. Net assets: $1.3bn on May 31, 2026 for Avantis U.S. Large Cap Equity ETF, and $49.6bn on Oct 9, 2026 for iShares Russell 1000 ETF.

Both cost 0.15% a year; their one-year returns differ by 4.3 points; IWB is far larger, $39.2bn against $481m.

Points (pts) are percentage points.

	AVLC	IWB
Expense ratio	0.15%	0.15%
Net assets, as of Feb 28, 2025	$481m	$39.2bn
Total return, 1 year	+20.9%	+16.6%
What it tracks	No index, actively managed	Russell 1000 Index
Holdings in common	77%
Top ten holdings, share of the fund	30.9%	36.1%

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

+20.9%

AVLC total return, 1 year

+16.6%

IWB total return, 1 year

0.15%

AVLC expense ratio

0.15%

IWB expense ratio

What they hold in common

By the books each fund has filed, AVLC and IWB hold 77% 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

77% in common

Positions both hold, largest shared weight first

Holding AVLC IWB

APPLE INC COMMON STOCK USD.00001 5.74% 6.77%

NVIDIA CORP COMMON STOCK USD.001 5.68% 7.44%

MICROSOFT CORP COMMON STOCK USD.00000625 4.90% 5.53%

AMAZON.COM INC COMMON STOCK USD.01 3.74% 3.54%

META PLATFORMS INC CLASS A COMMON STOCK USD.000006 2.31% 2.20%

BROADCOM INC COMMON STOCK 1.76% 2.34%

ALPHABET INC CL A COMMON STOCK USD.001 1.75% 2.85%

MICRON TECHNOLOGY INC COMMON STOCK USD.1 2.25% 1.61%

ALPHABET INC CL C COMMON STOCK USD.001 1.37% 2.30%

ELI LILLY + CO COMMON STOCK 1.27% 1.31%

JPMORGAN CHASE + CO COMMON STOCK USD1.0 1.39% 1.24%

ADVANCED MICRO DEVICES COMMON STOCK USD.01 1.04% 1.38%

Only in AVLC

BERKSHIRE HATHAWAY INC CL B COMMON STOCK USD.0033 0.68%

SEAGATE TECHNOLOGY HOLDINGS COMMON STOCK USD.00001 0.34%

SSC GOVERNMENT MM GVMXX 0.17%

TE CONNECTIVITY PLC COMMON STOCK USD.01 0.10%

MERCADOLIBRE INC COMMON STOCK USD.001 0.08%

NXP SEMICONDUCTORS NV COMMON STOCK EUR.2 0.06%

OSCAR HEALTH INC CLASS A COMMON STOCK USD.00001 0.06%

PBF ENERGY INC CLASS A COMMON STOCK USD.001 0.06%

Only in IWB

BERKSHIRE HATHAWAY INC CLASS B 1.34%

WELLTOWER 0.23%

PROLOGIS REIT 0.17%

EQUINIX REIT 0.14%

AMERICAN TOWER REIT 0.12%

SPOTIFY TECHNOLOGY 0.12%

DIGITAL REALTY TRUST REIT 0.09%

SIMON PROPERTY GROUP REIT INC 0.09%

Check overlap with more funds →

On the same fields

AVLC

Avantis U.S. Large Cap Equity ETF

IWB

iShares Russell 1000 ETF

Where it sits Stock ETF Stock ETF

Issuer Avantis iShares

What it is Actively managed Tracks the Russell 1000

Total return, 1 year +20.9% +16.6%

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

Gap to the S&P 500 +3.7 pts −0.6 pts

Expense ratio 0.15% 0.15%

Already in the S&P 500 89.1% 91.7%

Holdings 831 1025

Net assets, AVLC as of May 31, 2026 and IWB as of Oct 9, 2026 $1.3bn $49.6bn

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

AVLC in plain words

AVLC is actively managed and tracks no index. Over the year to Oct 9, 2026 it returned +20.9% with distributions reinvested, against +17.3% for the S&P 500. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 8, 2026, 89% of the fund by weight is stocks the S&P 500 also holds, across 831 positions, with the top ten at 30.9%.

IWB in plain words

IWB tracks the Russell 1000. Over the year to Oct 9, 2026 it returned +16.6% with distributions reinvested, against +17.3% for the S&P 500. By its holdings published by its issuer for Oct 9, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 1,025 positions, with the top ten at 36.1%.

Questions people ask

Which returned more over the last year, AVLC or IWB?: In the year to Oct 9, 2026, with distributions reinvested, AVLC returned +20.9% and IWB +16.6%.
Which is cheaper, AVLC or IWB?: Neither: AVLC and IWB both charge 0.15% a year. Fees come from each fund's prospectus.
How much do AVLC and IWB overlap with the S&P 500?: By their latest filed holdings, 89% of AVLC and 92% of IWB by weight is stocks the S&P 500 already holds.

Other comparisons

AVLC vs QUAL AVLC vs DIA AVLC vs SCHB AVLC vs DYNF IWB vs SUSL FTGS vs IWB IWB vs TDVG FFLC vs IWB

AVLC on its own →IWB on its own →Hold both: look the portfolio through →Rankings →Standards and sources →

Where these figures came from

AVLC filings on SEC EDGAR ↗AVLC prospectus with the expense ratio (SEC) ↗Avantis website ↗IWB filings on SEC EDGAR ↗IWB prospectus with the expense ratio (SEC) ↗iShares page for IWB ↗

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, AVLC against IWB, data as of Oct 9, 2026. https://etfiq.com/compare/any/avlc-vs-iwb

Open data

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