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

In the year to Oct 28, 2026, with distributions reinvested, AVUS returned +18.0% and IWC +16.5%.

Which is cheaper, AVUS or IWC?

AVUS 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 AVUS and IWC overlap with the S&P 500?

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

Data as of Oct 28, 2026.

Across categories

AVUS vs IWC: Differences, Returns & Fees

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Over the year to Oct 28, 2026, AVUS returned +18.0% to IWC's +16.5%; 0% of their weight is in the same names.

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Net assets on Oct 27, 2026: $14.8bn for Avantis U.S. Equity ETF and $1.2bn for iShares Micro-Cap ETF.

AVUS on its own →IWC on its own →

At a glance

+18.0%

AVUS total return, 1 year

+16.5%

IWC total return, 1 year

0.15%

AVUS expense ratio

0.60%

IWC expense ratio

Pair scorecard

AVUS costs 0.45 points a year less; their one-year returns differ by 1.5 points; AVUS is 12.3 times larger.

AVUS vs IWC: Differences, Returns & Fees
Measure	AVUS	IWC
Return
Measure	AVUS	IWC
Total return, 1 year	+18.0%	+16.5%
Drawdown
Measure	AVUS	IWC
Below its high		9.5%, high on Aug 14, 2026
Benchmark
Measure	AVUS	IWC
What it tracks	No index, actively managed	Russell Microcap Index
Cost and size
Measure	AVUS	IWC
Expense ratio	0.15%	0.60%
Net assets, as of Oct 27, 2026	$14.8bn	$1.2bn
Holdings
Measure	AVUS	IWC
Holdings in common	0%
Top ten holdings, share of the fund	30.0%	5.9%

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

What they share

By the books each fund has filed, AVUS 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 AVUS IWC

BJ S RESTAURANTS INC COMMON STOCK 0.01% 0.27%

BRISTOW GROUP INC COMMON STOCK USD.01 0.01% 0.27%

BURKE + HERBERT FINANCIAL SE COMMON STOCK 0.01% 0.30%

CENTRAL PACIFIC FINANCIAL CO COMMON STOCK 0.01% 0.19%

CONNECTONE BANCORP INC COMMON STOCK 0.01% 0.40%

CRA INTERNATIONAL INC COMMON STOCK 0.01% 0.30%

DIME COMMERCIAL BANCSHARES I COMMON STOCK USD.01 0.01% 0.43%

GOLD.COM INC COMMON STOCK USD.01 0.01% 0.20%

HERITAGE INSURANCE HOLDINGS COMMON STOCK USD.0001 0.01% 0.22%

HIPPO HOLDINGS INC COMMON STOCK USD.0001 0.01% 0.19%

HYPERLIQUID STRATEGIES COMMON STOCK USD.01 0.01% 0.46%

IDT CORP CLASS B COMMON STOCK USD.01 0.01% 0.33%

Only in one fund ↓

Only in AVUS

APPLE INC COMMON STOCK USD.00001 5.90%

NVIDIA CORP COMMON STOCK USD.001 5.54%

MICROSOFT CORP COMMON STOCK USD.00000625 4.71%

AMAZON.COM INC COMMON STOCK USD.01 3.39%

MICRON TECHNOLOGY INC COMMON STOCK USD.1 2.19%

META PLATFORMS INC CLASS A COMMON STOCK USD.000006 2.13%

ALPHABET INC CL A COMMON STOCK USD.001 1.89%

ALPHABET INC CL C COMMON STOCK USD.001 1.52%

Only in IWC

PENGUIN SOLUTIONS INC 0.73%

NURIX THERAPEUTICS 0.63%

SELLAS LIFE SCIENCES GROUP INC 0.60%

VIRIDIAN THERAPEUTICS ORS 0.59%

OUSTER 0.53%

PORCH GROUP 0.44%

XERIS BIOPHARMA HOLDINGS 0.44%

LINDBLAD EXPEDITIONS HOLDINGS 0.43%

Check overlap with more funds →

Side by side

AVUS Avantis U.S. Equity 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 +18.0% +16.5%

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

Gap to its benchmark +4.7 pts vs IWV +3.2 pts vs IWV

Expense ratio 0.15% 0.60%

Already in the S&P 500 84.1% 91.7%

Holdings 1943 1365

Net assets, as of Oct 27, 2026 $14.8bn $1.2bn

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

Alert

About each fund

AVUS

Over the year to Oct 28, 2026 it returned +18.0% with distributions reinvested, against +13.3% for its benchmark, the Russell 3000.

AVUS 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 1,943 positions, with the top ten at 30.0%.

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, AVUS or IWC?: In the year to Oct 28, 2026, with distributions reinvested, AVUS returned +18.0% and IWC +16.5%.
Which is cheaper, AVUS or IWC?: AVUS 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 AVUS and IWC overlap with the S&P 500?: By their latest filed holdings, 84% of AVUS and 92% of IWC by weight is stocks the S&P 500 already holds.

Other comparisons

AVUS vs IJT AVUS vs VB AVUS vs IJR AVUS vs VTWO DGRW vs IWC IWC vs XLG IWC vs MTUM IWC vs SPHQ

Where to next

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

Sources and dates

AVUS filings on SEC EDGAR ↗

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

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