Which returned more over the last year, AVUV or IEFA?

In the year to Oct 28, 2026, with distributions reinvested, AVUV returned +25.1% and IEFA +12.3%.

Which is cheaper, AVUV or IEFA?

IEFA is cheaper, by 0.18 percentage points a year. That is about $18 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do AVUV and IEFA overlap with the S&P 500?

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

Data as of Oct 28, 2026.

Across categories

AVUV vs IEFA: Differences, Returns & Fees

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Over the year to Oct 28, 2026, AVUV returned +25.1% to IEFA's +12.3%; 1% of their weight is in the same names.

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Net assets: $32.1bn on Oct 27, 2026 for Avantis U.S. Small Cap Value ETF, and $190.4bn on Oct 28, 2026 for iShares Core MSCI EAFE ETF.

AVUV on its own →IEFA on its own →

At a glance

+25.1%

AVUV total return, 1 year

+12.3%

IEFA total return, 1 year

0.25%

AVUV expense ratio

0.07%

IEFA expense ratio

Pair scorecard

IEFA costs 0.18 points a year less; their one-year returns differ by 12.8 points; IEFA is 5.9 times larger.

AVUV vs IEFA: Differences, Returns & Fees
Measure	AVUV	IEFA
Return
Measure	AVUV	IEFA
Total return, 1 year	+25.1%	+12.3%
Drawdown
Measure	AVUV	IEFA
Below its high	4.4%, high on Aug 4, 2026	4.7%, high on Aug 25, 2026
Benchmark
Measure	AVUV	IEFA
What it tracks	No index, actively managed	MSCI EAFE IMI Index
Cost and size
Measure	AVUV	IEFA
Expense ratio	0.25%	0.07%
Net assets, as of Oct 27, 2026	$32.1bn	$190.1bn
Holdings
Measure	AVUV	IEFA
Holdings in common	1%
Top ten holdings, share of the fund	7.9%	12.3%

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

Risk and return

Oct 4, 2019 to Oct 23, 2026 · 368 weekly returns

AVUV IEFA

Return

Total return edge AVUV +180.4% +96.5%

Annualized edge AVUV +15.7% +10.0%

Price return edge AVUV +150.6% +58.7%

Risk

Volatility edge IEFA 27.5% 18.7%

Max drawdown edge IEFA −48.5% −33.8%

Downside capture 100.1% 97.7%

Beta 1.04 1.00

Risk-adjusted

Sharpe edge AVUV 0.56 0.45

Sortino edge AVUV 0.82 0.63

Treynor 0.148 0.073

Calmar edge AVUV (slight) 0.32 0.30

Against the benchmark

Alpha +4.3% a year +0.8% a year

Alpha t-stat 1.91 0.96

Information ratio 0.79 0.25

Tracking error 6.1% 3.2%

Each against its own benchmark: AVUV against IWN, Oct 4, 2019 to Oct 23, 2026; IEFA against ACWX, Nov 2, 2012 to Oct 23, 2026.

Reading

AVUV returned more: +180.4% to +96.5%. IEFA swung less: 18.7% to 27.5%. IEFA fell less at its worst: −33.8% to −48.5%.

Full scorecard

19 measures, with how each is measured Open ↓

Risk and return: AVUV vs IEFA: Differences, Returns & Fees
Measure	AVUV	IEFA	Edge	How it is measured
Return
Total return	+180.4%	+96.5%	AVUV	Price change plus distributions, reinvested.
Annualized	+15.7%	+10.0%	AVUV	Total return as a yearly rate.
Price return	+150.6%	+58.7%	AVUV	Price change alone, distributions left out.
Risk
Volatility	27.5%	18.7%	IEFA	Spread of weekly returns, annualized. Lower is steadier.
Downside deviation	18.9%	13.3%	IEFA	Like volatility, counting only weeks below the Treasury bill rate.
Max drawdown	−48.5%	−33.8%	IEFA	Deepest fall from a high to the low after it.
Upside capture	111.7%	98.1%		Share of its benchmark's rise caught in the weeks it rose.
Downside capture	100.1%	97.7%		Share of its benchmark's fall taken in the weeks it fell. Lower is better.
Beta	1.04	1.00	Not an edge	How far it moves for each 1% its benchmark moves.
R squared	0.95	0.96	Not an edge	Share of its weekly moves its benchmark explains.
Risk-adjusted
Sharpe	0.56	0.45	AVUV	Return above Treasury bills per unit of volatility.
Sortino	0.82	0.63	AVUV	Return above Treasury bills per unit of downside deviation.
Treynor	0.148	0.073		Return above Treasury bills per unit of beta.
Calmar	0.32	0.30	AVUV (slight)	Annualized return divided by the max drawdown.
Against the benchmark
Benchmark	IWN	ACWX		The ETF each fund is measured against.
Alpha	+4.3% a year	+0.8% a year	Not significant	Yearly return beyond what its beta to the benchmark predicts.
Alpha t-stat	1.91	0.96	Not an edge	How sure the alpha is. Below 2, it could be chance.
Alpha range	−0.1% to +8.7%	−0.9% to +2.5%	Includes zero	The 95% range for the yearly alpha.
Information ratio	0.79	0.25		Return against its benchmark per unit of tracking error.
Tracking error	6.1%	3.2%	Not an edge	How far weekly returns stray from the benchmark, annualized.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 368 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

By the books each fund has filed, AVUV and IEFA hold 1% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

1% in common

Positions both hold · largest shared weight first AVUV IEFA

UNITED COMMUNITY BANKS/GA COMMON STOCK USD1.0 0.18% 0.15%

ORMAT TECHNOLOGIES INC COMMON STOCK USD.001 0.18% 0.12%

ARRAY DIGITAL INFRASTRUCTURE COMMON STOCK USD1.0 0.08% 0.13%

EMERGENT BIOSOLUTIONS INC COMMON STOCK USD.001 0.06% 0.15%

TRINITY INDUSTRIES INC COMMON STOCK USD.01 0.35% 0.06%

ORION SA COMMON STOCK 0.06% 0.05%

SIGNET JEWELERS LTD COMMON STOCK USD.18 0.62% 0.04%

COMMERCIAL BANCGROUP INC COMMON STOCK USD.01 0.02% 0.10%

ARTISAN PARTNERS ASSET MA A COMMON STOCK USD.01 0.06% 0.01%

BRUNSWICK CORP COMMON STOCK USD.75 0.43% 0.01%

CLARUS CORP COMMON STOCK USD.0001 0.01% 0.03%

CLEARWATER PAPER CORP COMMON STOCK USD.0001 0.01% 0.01%

Only in one fund ↓

Only in AVUV

MATSON INC COMMON STOCK 0.99%

GATX CORP COMMON STOCK USD.625 0.89%

SM ENERGY CO COMMON STOCK USD.01 0.83%

ABERCROMBIE + FITCH CO CL A COMMON STOCK USD.01 0.79%

LYFT INC A COMMON STOCK USD.00001 0.77%

MACY S INC COMMON STOCK USD.01 0.77%

MURPHY OIL CORP COMMON STOCK USD1.0 0.73%

SKYWEST INC COMMON STOCK 0.73%

Only in IEFA

ASML HOLDING 2.55%

ROCHE PS PAR AG 1.36%

SHELL 1.21%

HSBC HOLDINGS PLC 1.18%

NOVARTIS AG 1.14%

ASTRAZENECA PLC 1.04%

NESTLE SA 1.04%

SAP 0.97%

Check overlap with more funds →

Side by side

AVUV Avantis U.S. Small Cap Value ETF IEFA iShares Core MSCI EAFE ETF

Where it sits Stock ETF Stock ETF

Issuer Avantis iShares

What it is Actively managed Tracks the MSCI EAFE

Total return, 1 year +25.1% +12.3%

Its benchmark over the same days +21.1% (IWN) +14.3% (ACWX)

Gap to its benchmark +4.0 pts vs IWN −2.0 pts vs ACWX

Expense ratio 0.25% 0.07%

Already in the S&P 500 0.0% 0.0%

Holdings 791 2629

Net assets, AVUV as of Oct 27, 2026 and IEFA as of Oct 28, 2026 $32.1bn $190.4bn

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

Client brief · page 1 of 2 Report BR-6AD45F60DC

AVUV and IEFA do different jobs. What does each one do in a portfolio?

What each follows. AVUV follows No index, actively managed and IEFA follows MSCI EAFE IMI Index.
Holdings in common. 1% of the weight is in the same securities (holdings dated Oct 27, 2026).
One-year total return. Over 1 year to Oct 28, 2026 AVUV returned +25.1% and IEFA +12.3% with distributions reinvested, a gap of 12.8 points.

Data as of Oct 28, 2026.

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About each fund

AVUV

Over the year to Oct 28, 2026 it returned +25.1% with distributions reinvested, against +21.1% for its benchmark, the Russell 2000 Value.

AVUV is actively managed and tracks no index. The prospectus expense ratio is 0.25% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 791 positions, with the top ten at 7.9%. It sat 4.4% below its high of Aug 4, 2026 on Oct 28, 2026.

IEFA

IEFA tracks the MSCI EAFE. Over the year to Oct 28, 2026 it returned +12.3% with distributions reinvested, against +14.3% for its benchmark, the MSCI ACWI ex USA Index. The prospectus expense ratio is 0.07% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 2,629 positions, with the top ten at 12.3%. It sat 4.7% below its high of Aug 25, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, AVUV or IEFA?: In the year to Oct 28, 2026, with distributions reinvested, AVUV returned +25.1% and IEFA +12.3%.
Which is cheaper, AVUV or IEFA?: IEFA is cheaper, by 0.18 percentage points a year. That is about $18 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do AVUV and IEFA overlap with the S&P 500?: By their latest filed holdings, 0% of AVUV and 0% of IEFA by weight is stocks the S&P 500 already holds.

Other comparisons

AVUV vs VXUS AVUV vs VEA AVUV vs IDEV AVUV vs FENI IEFA vs VBR IEFA vs IJS IEFA vs VXF IEFA vs MGK

Where to next

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

Sources and dates

AVUV filings on SEC EDGAR ↗

AVUV prospectus with the expense ratio (SEC) ↗

Avantis website ↗

IEFA filings on SEC EDGAR ↗

IEFA prospectus with the expense ratio (SEC) ↗

iShares page for IEFA ↗

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, AVUV against IEFA, data as of Oct 28, 2026. https://etfiq.com/compare/any/avuv-vs-iefa

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