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

In the year to Oct 28, 2026, with distributions reinvested, AVUV returned +25.1% and IWD +27.5%.

Which is cheaper, AVUV or IWD?

IWD is cheaper, by 0.07 percentage points a year. That is about $7 on $10,000 held for a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 0% of AVUV and 90% of IWD by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

AVUV vs IWD: Differences, Returns & Fees

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Over the year to Oct 28, 2026, AVUV returned +25.1% to IWD's +27.5%; 1% of their weight is in the same names.

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Net assets on Oct 27, 2026: $32.1bn for Avantis U.S. Small Cap Value ETF and $83.0bn for iShares Russell 1000 Value ETF.

AVUV on its own →IWD on its own →

At a glance

+25.1%

AVUV total return, 1 year

+27.5%

IWD total return, 1 year

0.25%

AVUV expense ratio

0.18%

IWD expense ratio

Pair scorecard

IWD costs 0.07 points a year less; their one-year returns differ by 2.4 points; IWD is 2.6 times larger.

AVUV vs IWD: Differences, Returns & Fees
Measure	AVUV	IWD
Return
Measure	AVUV	IWD
Total return, 1 year	+25.1%	+27.5%
Drawdown
Measure	AVUV	IWD
Below its high	4.4%, high on Aug 4, 2026
Benchmark
Measure	AVUV	IWD
What it tracks	No index, actively managed	Russell 1000 Value Index
Cost and size
Measure	AVUV	IWD
Expense ratio	0.25%	0.18%
Net assets, as of Oct 27, 2026	$32.1bn	$83.0bn
Holdings
Measure	AVUV	IWD
Holdings in common	1%
Top ten holdings, share of the fund	7.9%	29.6%

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

Risk and return

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

AVUV IWD

Return

Total return edge AVUV +180.4% +134.4%

Annualized edge AVUV +15.7% +12.8%

Price return edge AVUV +150.6% +103.5%

Risk

Volatility edge IWD 27.5% 18.6%

Max drawdown edge IWD −48.5% −35.6%

Downside capture 100.1% 100.2%

Beta 1.04 1.00

Risk-adjusted

Sharpe edge IWD (slight) 0.56 0.59

Sortino edge Tie 0.82 0.82

Treynor 0.148 0.110

Calmar edge IWD (slight) 0.32 0.36

Against the benchmark

Alpha +4.3% a year −0.1% a year

Alpha t-stat 1.91 −0.23

Information ratio 0.79 −0.08

Tracking error 6.1% 1.1%

Each against its own benchmark: AVUV against IWN, Oct 4, 2019 to Oct 23, 2026; IWD against VONV, Oct 1, 2010 to Oct 23, 2026.

Reading

AVUV returned more: +180.4% to +134.4%. IWD swung less: 18.6% to 27.5%. IWD fell less at its worst: −35.6% to −48.5%.

Full scorecard

19 measures, with how each is measured Open ↓

Risk and return: AVUV vs IWD: Differences, Returns & Fees
Measure	AVUV	IWD	Edge	How it is measured
Return
Total return	+180.4%	+134.4%	AVUV	Price change plus distributions, reinvested.
Annualized	+15.7%	+12.8%	AVUV	Total return as a yearly rate.
Price return	+150.6%	+103.5%	AVUV	Price change alone, distributions left out.
Risk
Volatility	27.5%	18.6%	IWD	Spread of weekly returns, annualized. Lower is steadier.
Downside deviation	18.9%	13.2%	IWD	Like volatility, counting only weeks below the Treasury bill rate.
Max drawdown	−48.5%	−35.6%	IWD	Deepest fall from a high to the low after it.
Upside capture	111.7%	100.0%		Share of its benchmark's rise caught in the weeks it rose.
Downside capture	100.1%	100.2%		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	1.00	Not an edge	Share of its weekly moves its benchmark explains.
Risk-adjusted
Sharpe	0.56	0.59	IWD (slight)	Return above Treasury bills per unit of volatility.
Sortino	0.82	0.82	Tie	Return above Treasury bills per unit of downside deviation.
Treynor	0.148	0.110		Return above Treasury bills per unit of beta.
Calmar	0.32	0.36	IWD (slight)	Annualized return divided by the max drawdown.
Against the benchmark
Benchmark	IWN	VONV		The ETF each fund is measured against.
Alpha	+4.3% a year	−0.1% a year	Not significant	Yearly return beyond what its beta to the benchmark predicts.
Alpha t-stat	1.91	−0.23	Not an edge	How sure the alpha is. Below 2, it could be chance.
Alpha range	−0.1% to +8.7%	−0.6% to +0.5%	Includes zero	The 95% range for the yearly alpha.
Information ratio	0.79	−0.08		Return against its benchmark per unit of tracking error.
Tracking error	6.1%	1.1%	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 IWD 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 IWD

ARROW ELECTRONICS INC COMMON STOCK USD1.0 0.03% 0.03%

PAYCOM SOFTWARE INC COMMON STOCK USD.01 0.37% 0.03%

RYDER SYSTEM INC COMMON STOCK USD.5 0.49% 0.03%

COLUMBIA BANKING SYSTEM INC COMMON STOCK 0.28% 0.02%

VOYA FINANCIAL INC COMMON STOCK USD.01 0.06% 0.02%

CHORD ENERGY CORP COMMON STOCK 0.48% 0.02%

HANOVER INSURANCE GROUP INC/ COMMON STOCK USD.01 0.52% 0.02%

AVNET INC COMMON STOCK USD1.0 0.30% 0.02%

AXIS CAPITAL HOLDINGS LTD COMMON STOCK USD.0125 0.21% 0.02%

CARMAX INC COMMON STOCK USD.5 0.45% 0.02%

KIRBY CORP COMMON STOCK USD.1 0.42% 0.02%

LAMB WESTON HOLDINGS INC COMMON STOCK USD1.0 0.03% 0.02%

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%

MURPHY OIL CORP COMMON STOCK USD1.0 0.73%

SKYWEST INC COMMON STOCK 0.73%

VIASAT INC COMMON STOCK USD.0001 0.72%

RUSH ENTERPRISES INC CL A COMMON STOCK USD.01 0.69%

Only in IWD

APPLE 6.08%

AMAZON.COM INC 5.95%

MICROSOFT 5.21%

BERKSHIRE HATHAWAY INC CLASS B 2.67%

JPMORGAN CHASE & CO 2.37%

EXXONMOBIL HOLDINGS CORP 1.96%

JOHNSON & JOHNSON 1.71%

WALMART 1.26%

Check overlap with more funds →

Side by side

AVUV Avantis U.S. Small Cap Value ETF IWD iShares Russell 1000 Value ETF

Where it sits Stock ETF Stock ETF

Issuer Avantis iShares

What it is Actively managed Tracks the Russell 1000 value

Total return, 1 year +25.1% +27.5%

Its benchmark over the same days +21.1% (IWN) +27.7% (VONV)

Gap to its benchmark +4.0 pts vs IWN −0.2 pts vs VONV

Expense ratio 0.25% 0.18%

Already in the S&P 500 0.0% 90.0%

Holdings 791 871

Net assets, as of Oct 27, 2026 $32.1bn $83.0bn

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

Client brief · page 1 of 2 Report BR-B4B5E8CC6C

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

What each follows. AVUV follows No index, actively managed and IWD follows Russell 1000 Value 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 IWD +27.5% with distributions reinvested, a gap of 2.4 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.

IWD

IWD tracks the Russell 1000 value. Over the year to Oct 28, 2026 it returned +27.5% with distributions reinvested, against +27.7% for its benchmark, the Russell 1000 Value Index. The prospectus expense ratio is 0.18% a year. By its holdings published by its issuer for Oct 27, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 871 positions, with the top ten at 29.6%.

Questions people ask

Which returned more over the last year, AVUV or IWD?: In the year to Oct 28, 2026, with distributions reinvested, AVUV returned +25.1% and IWD +27.5%.
Which is cheaper, AVUV or IWD?: IWD is cheaper, by 0.07 percentage points a year. That is about $7 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do AVUV and IWD overlap with the S&P 500?: By their latest filed holdings, 0% of AVUV and 90% of IWD by weight is stocks the S&P 500 already holds.

Other comparisons

AVUV vs SCHD AVUV vs VTV AVUV vs VYM AVUV vs DGRO IWD vs VBR IJS vs IWD IWD vs VXF IWD vs MGK

Where to next

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

Sources and dates

AVUV filings on SEC EDGAR ↗

AVUV prospectus with the expense ratio (SEC) ↗

Avantis website ↗

IWD filings on SEC EDGAR ↗

IWD prospectus with the expense ratio (SEC) ↗

iShares page for IWD ↗

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 IWD, data as of Oct 28, 2026. https://etfiq.com/compare/any/avuv-vs-iwd

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