AVUV vs IWM: holdings overlap, shared companies and scores
As of September 11, 2026, AVUV and IWM overlap 28.8% by weight. Avantis U.S. Small Cap Value ETF (AVUV): U.S. small-cap value stocks. iShares Russell 2000 ETF (IWM): Russell 2000 index.
Updated September 11, 2026
How much do AVUV and IWM overlap?
As of September 11, 2026, AVUV and IWM overlap 28.8% by weight.
79% of AVUV is already inside IWM.
32% of IWM is already inside AVUV.
AVUV holds 788 companies and IWM holds 1,951; 671 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 AVUV and IWM?
As of September 11, 2026, ETF Copilot scores AVUV 3.9 out of 10 and IWM 4.2 out of 10.
They differ most on Growth: AVUV 2.2 and IWM 5.1.
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 | AVUV | IWM |
|---|---|---|
| Growth | 2.2 | 5.1 |
| Valuation | 5.4 | 8.2 |
| Risk | 3.7 | 2.4 |
| Quality | 1.3 | 0.7 |
| Return | 6.7 | 4.3 |
IWM is the cheaper of the two at 0.19% a year
As of September 11, 2026, AVUV charges 0.25% a year, yields 2.04% and holds $31.3B in assets across 788 positions.
As of September 11, 2026, IWM charges 0.19% a year, yields 1.34% and holds $80.5B in assets across 1951 positions.
| Measure | AVUV | IWM |
|---|---|---|
| Expense ratio | 0.25% | 0.19% |
| Dividend yield | 2.04% | 1.34% |
| Assets under management | $31.3B | $80.5B |
| Holdings | 788 | 1951 |
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.
Where AVUV and IWM trade against their own history
AVUV trades at 12.1 times earnings, against its own median of 11.0, and is more expensive than 68% of its own 85 monthly readings since 2019.
IWM trades at 16.8 times earnings, against its own median of 16.7, and is more expensive than 56% of its own 114 monthly readings since 2017.
What moved AVUV and IWM this week
AVUV fell 1.1% in the week to September 11, 2026. The holdings that moved it most were Bancorp (−25.3%), Lyft (−11.3%) and Weatherford Inte (−7.9%); Signet Jewelers (+22.2%) pushed the other way.
IWM fell 2.1% in the week to September 11, 2026. The holdings that moved it most were Servicetitan (−41.3%), Qualys (−13.8%) and Dyne Therapeutics (−27.0%); Maxlinear (+25.4%) pushed the other way.
What do AVUV and IWM each hold?
What's inside AVUV: Tech 6%, Semiconductors 1%.
8% of AVUV is its ten largest holdings.
What's inside IWM: Tech 14%, Semiconductors 2%.
3% of IWM is its ten largest holdings.
Compare with similar funds
Cite this
ETF Copilot, “AVUV vs IWM holdings overlap and scores”, as of September 11, 2026.
https://etf-copilot.com/compare/avuv-vs-iwm
Register free to unlock AVUV vs IWM prices and holdings on ETF Copilot.
Register free →