AVLV vs IWD: holdings overlap, shared companies and scores
As of October 28, 2026, AVLV and IWD overlap 33.1% by weight. Avantis U.S. Large Cap Value ETF (AVLV): U.S. large-cap value stocks. iShares Russell 1000 Value ETF (IWD): Russell 1000 Value index.
Updated October 28, 2026
Where AVLV and IWD trade against their own history
AVLV trades at 17.2 times earnings, against its own median of 15.9, and is more expensive than 74% of its own last 5 years.
IWD trades at 21.8 times earnings, against its own median of 17.8, and is more expensive than 94% of its own last 9 years.
What do AVLV and IWD each hold?
What's inside AVLV: Tech 13%, Magnificent 7 12%.
27% of AVLV is its ten largest holdings.
What's inside IWD: Tech 21%, Magnificent 7 18%.
30% of IWD is its ten largest holdings.
How much do AVLV and IWD overlap? 33.1% by weight
As of October 28, 2026, AVLV and IWD overlap 33.1% by weight.
85% of AVLV is already inside IWD.
43% of IWD is already inside AVLV.
AVLV holds 300 companies and IWD holds 872; 224 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score AVLV and IWD? 6.1 and 5.3 out of 10
As of October 28, 2026, ETF Copilot scores AVLV 6.1 out of 10 and IWD 5.3 out of 10.
They differ most on Value: AVLV 2.9 and IWD 0.5.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | AVLV | IWD |
|---|---|---|
| Growth | 3.9 | 4.1 |
| Value | 2.9 | 0.5 |
| Risk | 8.0 | 8.7 |
| Quality | 7.4 | 6.0 |
| Return | 8.5 | 7.0 |
AVLV is the cheaper of the two at 0.15% a year
As of October 28, 2026, AVLV charges 0.15% a year, yields 1.10% and holds $22.4B in assets across 300 positions.
As of October 28, 2026, IWD charges 0.18% a year, yields 1.36% and holds $82.9B in assets across 872 positions.
| Measure | AVLV | IWD |
|---|---|---|
| Expense ratio | 0.15% | 0.18% |
| Dividend yield | 1.10% | 1.36% |
| Assets under management | $22.4B | $82.9B |
| Holdings | 300 | 872 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “AVLV vs IWD holdings overlap and scores”, as of October 28, 2026.
https://etf-copilot.com/compare/avlv-vs-iwd
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