AVUC vs IVV

AVUC vs IVV

Which is better, AVUC or IVV?

IVV costs less.

IVV has a lower expense ratio. AVUC is less concentrated, with 36.4% of the fund in its ten largest positions against 37.3%.

Lower Fees: IVVLess Concentrated: AVUC

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricAVUCIVV
Expense Ratio0.17%0.03%Best
AUM-$879.1B
Dividend Yield0.00%1.09%
Holdings1,568509
YTD Return-0.65%+11.33%Best
1Y Return-+13.50%
3Y Return (annualized)-+20.45%
5Y Return (annualized)-+11.61%
Top 10 Weight36.4%Best37.3%
Fund FamilyAvantis InvestorsiShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionOct 13, 2026May 15, 2000

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

AVUC vs IVV growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

AVUC vs IVV Performance

Avantis US Core Equity ETF (AVUC) is an ETF from Avantis Investors and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, AVUC is down 0.65% versus a gain of 11.33% for IVV.

Past performance does not guarantee future results.

Fees and Cost Over Time

AVUC charges 0.17% per year while IVV charges 0.03%. On a $10,000 position that is $17 vs $3 annually, a gap of $14 per year that compounds over a long holding period. On income, AVUC currently yields 0.00% against 1.09% for IVV.

Holdings Overlap

AVUC already in IVV73.9%
IVV already in AVUC98.2%

73.9% of AVUC's money is in holdings IVV also owns. 98.2% of IVV's money is in holdings AVUC also owns.

Most of IVV is already inside AVUC. Owning both mostly buys the same companies twice.

478 positions in common, counted across the 1,568 positions we hold weights for in AVUC and 490 in IVV, against full books of 1,568 and 509.

What only one of them owns

Our book lists 6 positions for IVV that do not appear in our book for AVUC (0.6% of the fund), and 189 for AVUC that do not appear in IVV (22.6%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in AVUCWeight in IVVDifference
AAPLApple, Inc5.32%7.70%2.38%
NVDANvidia Corp.3.91%7.58%3.67%
MSFTMicrosoft Corp 4.100 Feb 06 373.97%5.93%1.96%
AMZNAmazon.Com Inc1.69%3.61%1.92%
GOOGAlphabet, Inc., Class C2.16%2.02%0.14%
JPMJpmorgan Chase & Co.2.79%1.37%1.42%
BRK.ABerkshire Hathaway Inc2.20%1.55%0.65%
AVGOBroadcom Inc1.22%2.37%1.15%
GOOGLAlphabet Inc., Class A1.05%2.51%1.46%
METAMeta Platform Inc1.07%2.08%1.01%

98.2% of IVV is already inside AVUC.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

AVUCIVV

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Frequently Asked Questions

Which is cheaper, AVUC or IVV?

AVUC has an expense ratio of 0.17% while IVV charges 0.03%. IVV is the cheaper option, by $14 a year on a $10,000 investment.

What is the holdings overlap between AVUC and IVV?

98.2% of IVV's money is in holdings AVUC also owns. 98.2% of IVV's is in holdings AVUC also owns. They hold 478 positions in common, counted across the 1,568 positions we hold weights for in AVUC and 490 in IVV.

Which pays a higher dividend, AVUC or IVV?

AVUC yields 0.00% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.

Is IVV better than AVUC?

IVV has a lower expense ratio. AVUC is less concentrated, with 36.4% of the fund in its ten largest positions against 37.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.