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

In the year to Oct 28, 2026, with distributions reinvested, AVLV returned +29.6% and SHY +1.6%.

Which is cheaper, AVLV or SHY?

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

Data as of Oct 28, 2026.

Across categories

AVLV vs SHY: Differences, Returns & Fees

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Over the year to Oct 28, 2026, AVLV returned +29.6% to SHY's +1.6%; 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 $27.4bn for iShares 1-3 Year Treasury Bond ETF.

AVLV on its own →SHY on its own →

At a glance

+29.6%

AVLV total return, 1 year

+1.6%

SHY total return, 1 year

0.15%

AVLV expense ratio

0.15%

SHY expense ratio

Pair scorecard

Both cost 0.15% a year; their one-year returns differ by 28.0 points; SHY is 1.2 times larger.

Points (pts) are percentage points.

AVLV vs SHY: Differences, Returns & Fees
Measure	AVLV	SHY
Return
Measure	AVLV	SHY
Total return, 1 year	+29.6%	+1.6%
Benchmark
Measure	AVLV	SHY
What it tracks	No index, actively managed	ICE U.S. Treasury 1-3 Year Bond Index
Cost and size
Measure	AVLV	SHY
Expense ratio	0.15%	0.15%
Net assets, as of Oct 27, 2026	$22.4bn	$27.4bn
Holdings
Measure	AVLV	SHY
Holdings in common	0%
In the S&P 500, by weight	84%
Top ten holdings, share of the fund	26.8%

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

What they share

By the books each fund has filed, AVLV and SHY 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 SHY

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 SHY

TREASURY NOTE 2.11%

TREASURY NOTE 1.99%

TREASURY NOTE 1.83%

TREASURY NOTE 1.73%

TREASURY NOTE 1.62%

TREASURY NOTE 1.54%

TREASURY NOTE 1.51%

TREASURY NOTE 1.49%

Check overlap with more funds →

Side by side

AVLV Avantis U.S. Large Cap Value ETF SHY iShares 1-3 Year Treasury Bond ETF

Where it sits Stock ETF Bond ETF

Issuer Avantis iShares

What it is Actively managed Tracks an index of 1-3 Year Treasury Bond

Total return, 1 year +29.6% +1.6%

Its benchmark over the same days +27.5% (IWD) +1.7% (BBSB)

Gap to its benchmark +2.1 pts vs IWD −0.1 pts vs BBSB

Expense ratio 0.15% 0.15%

Holdings 298 90

Net assets, as of Oct 27, 2026 $22.4bn $27.4bn

AVLV and SHY 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%.

SHY

SHY tracks an index of 1-3 Year Treasury Bond. Over the year to Oct 28, 2026 it returned +1.6% with distributions reinvested, against +1.7% for its benchmark, the ICE U.S. Treasury 1-3 Year Bond Index.

Questions people ask

Which returned more over the last year, AVLV or SHY?: In the year to Oct 28, 2026, with distributions reinvested, AVLV returned +29.6% and SHY +1.6%.
Which is cheaper, AVLV or SHY?: Neither: AVLV and SHY both charge 0.15% a year. Fees come from each fund's prospectus.

Other comparisons

AVLV vs VGSH AVLV vs IEI AVLV vs LQD AVLV vs IGSB FNDX vs SHY HDV vs SHY PVAL vs SHY CGDV vs SHY

Where to next

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

Sources and dates

AVLV filings on SEC EDGAR ↗

AVLV prospectus with the expense ratio (SEC) ↗

Avantis website ↗

SHY filings on SEC EDGAR ↗

SHY prospectus with the expense ratio (SEC) ↗

iShares page for SHY ↗

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.

Cite this pageCitation, APA and Markdown

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

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