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

In the year to Oct 28, 2026, with distributions reinvested, AVUV returned +25.1% and IWM +14.1%.

Which is cheaper, AVUV or IWM?

IWM is cheaper, by 0.06 percentage points a year. That is about $6 on $10,000 held for a year. Fees come from each fund's prospectus.

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

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

Data as of Oct 28, 2026.

Across categories

AVUV vs IWM: Differences, Returns & Fees

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Over the year to Oct 28, 2026, AVUV returned +25.1% to IWM's +14.1%; 29% 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 $75.5bn for iShares Russell 2000 ETF.

AVUV on its own →IWM on its own →

At a glance

+25.1%

AVUV total return, 1 year

+14.1%

IWM total return, 1 year

0.25%

AVUV expense ratio

0.19%

IWM expense ratio

Pair scorecard

IWM costs 0.06 points a year less; their one-year returns differ by 11.0 points; IWM is 2.4 times larger.

AVUV vs IWM: Differences, Returns & Fees
Measure	AVUV	IWM
Return
Measure	AVUV	IWM
Total return, 1 year	+25.1%	+14.1%
Drawdown
Measure	AVUV	IWM
Below its high	4.4%, high on Aug 4, 2026	7.6%, high on Aug 14, 2026
Benchmark
Measure	AVUV	IWM
What it tracks	No index, actively managed	Russell 2000 Index
Cost and size
Measure	AVUV	IWM
Expense ratio	0.25%	0.19%
Net assets, as of Oct 27, 2026	$32.1bn	$75.5bn
Holdings
Measure	AVUV	IWM
Holdings in common	29%
Top ten holdings, share of the fund	7.9%	3.3%

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

Risk and return

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

AVUV IWM

Return

Total return edge AVUV +180.4% +101.5%

Annualized edge AVUV +15.7% +10.4%

Price return edge AVUV +150.6% +84.9%

Risk

Volatility edge IWM (slight) 27.5% 25.0%

Max drawdown edge IWM −48.5% −40.0%

Downside capture 100.1% 100.5%

Beta 1.04 1.01

Risk-adjusted

Sharpe edge AVUV 0.56 0.41

Sortino edge AVUV 0.82 0.59

Treynor 0.148 0.106

Calmar edge AVUV 0.32 0.26

Against the benchmark

Alpha +4.3% a year −0.1% a year

Alpha t-stat 1.91 −0.36

Information ratio 0.79 −0.02

Tracking error 6.1% 1.0%

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

Reading

AVUV returned more: +180.4% to +101.5%. IWM swung slightly less: 25.0% to 27.5%. IWM fell less at its worst: −40.0% to −48.5%.

Full scorecard

19 measures, with how each is measured Open ↓

Risk and return: AVUV vs IWM: Differences, Returns & Fees
Measure	AVUV	IWM	Edge	How it is measured
Return
Total return	+180.4%	+101.5%	AVUV	Price change plus distributions, reinvested.
Annualized	+15.7%	+10.4%	AVUV	Total return as a yearly rate.
Price return	+150.6%	+84.9%	AVUV	Price change alone, distributions left out.
Risk
Volatility	27.5%	25.0%	IWM (slight)	Spread of weekly returns, annualized. Lower is steadier.
Downside deviation	18.9%	17.3%	IWM (slight)	Like volatility, counting only weeks below the Treasury bill rate.
Max drawdown	−48.5%	−40.0%	IWM	Deepest fall from a high to the low after it.
Upside capture	111.7%	101.0%		Share of its benchmark's rise caught in the weeks it rose.
Downside capture	100.1%	100.5%		Share of its benchmark's fall taken in the weeks it fell. Lower is better.
Beta	1.04	1.01	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	0.41	AVUV	Return above Treasury bills per unit of volatility.
Sortino	0.82	0.59	AVUV	Return above Treasury bills per unit of downside deviation.
Treynor	0.148	0.106		Return above Treasury bills per unit of beta.
Calmar	0.32	0.26	AVUV	Annualized return divided by the max drawdown.
Against the benchmark
Benchmark	IWN	VTWO		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	−0.36	Not an edge	How sure the alpha is. Below 2, it could be chance.
Alpha range	−0.1% to +8.7%	−0.6% to +0.4%	Includes zero	The 95% range for the yearly alpha.
Information ratio	0.79	−0.02		Return against its benchmark per unit of tracking error.
Tracking error	6.1%	1.0%	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

29%

By the books each fund has filed, AVUV and IWM hold 29% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

29% in common

Positions both hold · largest shared weight first AVUV IWM

SM ENERGY CO COMMON STOCK USD.01 0.83% 0.32%

VIASAT INC COMMON STOCK USD.0001 0.72% 0.30%

QUALYS INC COMMON STOCK USD.001 0.39% 0.27%

ABERCROMBIE + FITCH CO CL A COMMON STOCK USD.01 0.79% 0.25%

OSCAR HEALTH INC CLASS A COMMON STOCK USD.00001 0.45% 0.25%

JACKSON FINANCIAL INC A COMMON STOCK USD.01 0.24% 0.29%

MATSON INC COMMON STOCK 0.99% 0.24%

VALLEY NATIONAL BANCORP COMMON STOCK 0.23% 0.23%

VICTORIA S SECRET + CO COMMON STOCK 0.27% 0.23%

LANTHEUS HOLDINGS INC COMMON STOCK USD.01 0.58% 0.22%

MAGNOLIA OIL + GAS CORP A COMMON STOCK USD.0001 0.60% 0.21%

STONEX GROUP INC COMMON STOCK USD.01 0.46% 0.21%

Only in one fund ↓

Only in AVUV

LYFT INC A COMMON STOCK USD.00001 0.77%

MACY S INC COMMON STOCK USD.01 0.77%

LEAR CORP COMMON STOCK USD.01 0.70%

CROCS INC COMMON STOCK USD.001 0.62%

TREX COMPANY INC COMMON STOCK USD.01 0.56%

WEATHERFORD INTERNATIONAL PL COMMON STOCK USD.001 0.55%

BANK OZK COMMON STOCK 0.54%

IRIDIUM COMMUNICATIONS INC COMMON STOCK USD.001 0.54%

Only in IWM

JFROG 0.37%

GLAUKOS 0.35%

TWIST BIOSCIENCE 0.35%

MOOG INC CLASS A 0.34%

BRIGHTSPRING HEALTH SERVICES INC 0.33%

UMB FINANCIAL 0.33%

10X GENOMICS CLASS A 0.31%

RYMAN HOSPITALITY PROPERTIES REIT 0.30%

Check overlap with more funds →

Side by side

AVUV Avantis U.S. Small Cap Value ETF IWM iShares Russell 2000 ETF

Where it sits Stock ETF Stock ETF

Issuer Avantis iShares

What it is Actively managed Tracks the Russell 2000

Total return, 1 year +25.1% +14.1%

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

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

Expense ratio 0.25% 0.19%

Already in the S&P 500 0.0% 0.0%

Holdings 791 1977

Net assets, as of Oct 27, 2026 $32.1bn $75.5bn

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

Client brief · page 1 of 2 Report BR-FD237313F5

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

What each follows. AVUV follows No index, actively managed and IWM follows Russell 2000 Index.
Holdings in common. 29% 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 IWM +14.1% with distributions reinvested, a gap of 11.0 points.

Data as of Oct 28, 2026.

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About each fund

AVUV

AVUV is actively managed and tracks no index. Over the year to Oct 28, 2026 it returned +25.1% with distributions reinvested, against +21.1% for its benchmark, the Russell 2000 Value. 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.

IWM

IWM tracks the Russell 2000. Over the year to Oct 28, 2026 it returned +14.1% with distributions reinvested, against +14.3% for its benchmark, the Russell 2000 Index. The prospectus expense ratio is 0.19% 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 1,977 positions, with the top ten at 3.3%. It sat 7.6% below its high of Aug 14, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, AVUV or IWM?: In the year to Oct 28, 2026, with distributions reinvested, AVUV returned +25.1% and IWM +14.1%.
Which is cheaper, AVUV or IWM?: IWM is cheaper, by 0.06 percentage points a year. That is about $6 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do AVUV and IWM overlap with the S&P 500?: By their latest filed holdings, 0% of AVUV and 0% of IWM by weight is stocks the S&P 500 already holds.

Other comparisons

AVUV vs VB AVUV vs IJR AVUV vs SCHA AVUV vs VTWO IWM vs VBR IWM vs IWN IJS vs IWM IWM vs VXF

Where to next

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

Sources and dates

AVUV filings on SEC EDGAR ↗

AVUV prospectus with the expense ratio (SEC) ↗

Avantis website ↗

IWM filings on SEC EDGAR ↗

IWM prospectus with the expense ratio (SEC) ↗

iShares page for IWM ↗

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

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