Which returned more over the last year, AVLV or IWC?

In the year to Oct 28, 2026, with distributions reinvested, AVLV returned +29.6% and IWC +16.5%.

Which is cheaper, AVLV or IWC?

AVLV is cheaper, by 0.45 percentage points a year. That is about $45 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do AVLV and IWC overlap with the S&P 500?

By their latest filed holdings, 84% of AVLV and 92% of IWC by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

AVLV vs IWC: Differences, Returns & Fees

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Over the year to Oct 28, 2026, AVLV returned +29.6% to IWC's +16.5%; 0% of their weight is in the same names.

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Net assets on Oct 27, 2026: $22.4bn for Avantis U.S. Large Cap Value ETF and $1.2bn for iShares Micro-Cap ETF.

AVLV on its own →IWC on its own →

At a glance

+29.6%

AVLV total return, 1 year

+16.5%

IWC total return, 1 year

0.15%

AVLV expense ratio

0.60%

IWC expense ratio

Pair scorecard

AVLV costs 0.45 points a year less; their one-year returns differ by 13.1 points; AVLV is 18.7 times larger.

AVLV vs IWC: Differences, Returns & Fees
Measure	AVLV	IWC
Return
Measure	AVLV	IWC
Total return, 1 year	+29.6%	+16.5%
Drawdown
Measure	AVLV	IWC
Below its high		9.5%, high on Aug 14, 2026
Benchmark
Measure	AVLV	IWC
What it tracks	No index, actively managed	Russell Microcap Index
Cost and size
Measure	AVLV	IWC
Expense ratio	0.15%	0.60%
Net assets, as of Oct 27, 2026	$22.4bn	$1.2bn
Holdings
Measure	AVLV	IWC
Holdings in common	0%
Top ten holdings, share of the fund	26.8%	5.9%

Holdings in common uses holdings dated Oct 27, 2026. Method

What they share

By the books each fund has filed, AVLV and IWC hold 0% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

0% in common

Positions both hold · largest shared weight first AVLV IWC

Only in one fund ↓

Only in AVLV

MICROSOFT CORP COMMON STOCK USD.00000625 3.48%

MICRON TECHNOLOGY INC COMMON STOCK USD.1 2.96%

AMAZON.COM INC COMMON STOCK USD.01 2.92%

META PLATFORMS INC CLASS A COMMON STOCK USD.000006 2.91%

APPLE INC COMMON STOCK USD.00001 2.85%

JPMORGAN CHASE + CO COMMON STOCK USD1.0 2.66%

EXXONMOBIL HOLDINGS CORP COMMON STOCK 2.56%

ELI LILLY + CO COMMON STOCK 2.51%

Only in IWC

CAREDX 0.88%

PENGUIN SOLUTIONS INC 0.73%

NURIX THERAPEUTICS 0.63%

SELLAS LIFE SCIENCES GROUP INC 0.60%

VIRIDIAN THERAPEUTICS ORS 0.59%

OUSTER 0.53%

INTERFACE 0.52%

STRIVE INC CLASS A 0.50%

Check overlap with more funds →

Side by side

AVLV Avantis U.S. Large Cap Value ETF IWC iShares Micro-Cap ETF

Where it sits Stock ETF Stock ETF

Issuer Avantis iShares

What it is Actively managed Tracks the Russell Microcap

Total return, 1 year +29.6% +16.5%

Its benchmark over the same days +27.5% (IWD) +13.3% (IWV)

Gap to its benchmark +2.1 pts vs IWD +3.2 pts vs IWV

Expense ratio 0.15% 0.60%

Already in the S&P 500 84.3% 91.7%

Holdings 298 1365

Net assets, as of Oct 27, 2026 $22.4bn $1.2bn

AVLV and IWC on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Alert

About each fund

AVLV

Over the year to Oct 28, 2026 it returned +29.6% with distributions reinvested, against +27.5% for its benchmark, the Russell 1000 Value.

AVLV is actively managed and tracks no index. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 27, 2026, 84% of the fund by weight is stocks the S&P 500 also holds, across 298 positions, with the top ten at 26.8%.

IWC

Over the year to Oct 28, 2026 it returned +16.5% with distributions reinvested, against +13.3% for its benchmark, the Russell 3000 Index.

IWC tracks the Russell Microcap. The prospectus expense ratio is 0.60% a year. By its holdings published by its issuer for Oct 27, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 1,365 positions, with the top ten at 5.9%. It sat 9.5% below its high of Aug 14, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, AVLV or IWC?: In the year to Oct 28, 2026, with distributions reinvested, AVLV returned +29.6% and IWC +16.5%.
Which is cheaper, AVLV or IWC?: AVLV is cheaper, by 0.45 percentage points a year. That is about $45 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do AVLV and IWC overlap with the S&P 500?: By their latest filed holdings, 84% of AVLV and 92% of IWC by weight is stocks the S&P 500 already holds.

Other comparisons

AVLV vs IJT AVLV vs VB AVLV vs IJR AVLV vs VTWO FNDX vs IWC HDV vs IWC IWC vs PVAL CGDV vs IWC

Where to next

AVLV on its own →IWC on its own →Hold both: look the portfolio through →Rankings →AVLV dividend history →AVLV holdings →IWC dividend history →IWC holdings →Standards and sources →

Sources and dates

AVLV filings on SEC EDGAR ↗

AVLV prospectus with the expense ratio (SEC) ↗

Avantis website ↗

IWC filings on SEC EDGAR ↗

IWC prospectus with the expense ratio (SEC) ↗

iShares page for IWC ↗

Links are sources, not endorsements. 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.

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ETFIQ, AVLV against IWC, data as of Oct 28, 2026. https://etfiq.com/compare/any/avlv-vs-iwc

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