AVUC vs IWV

AVUC vs IWV

Which is better, AVUC or IWV?

AVUC costs less.

AVUC has a lower expense ratio. IWV is less concentrated, with 33.1% of the fund in its ten largest positions against 36.4%.

Lower Fees: AVUCLess Concentrated: IWV

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

MetricAVUCIWV
Expense Ratio0.17%Best0.20%
AUM-$20.5B
Dividend Yield0.00%0.87%
Holdings1,5685,209
YTD Return-0.65%+11.12%Best
1Y Return-+13.54%
3Y Return (annualized)-+19.95%
5Y Return (annualized)-+10.42%
Top 10 Weight36.4%33.1%Best
Fund FamilyAvantis InvestorsiShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionOct 13, 2026May 22, 2000

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

AVUC vs IWV 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.

Compare AVUC against instead:AVUC vs SPYAVUC vs QQQAVUC vs VOOAVUC vs VTIIWV against:IWV vs VXUS

AVUC vs IWV Performance

Avantis US Core Equity ETF (AVUC) is an ETF from Avantis Investors and iShares Russell 3000 ETF (IWV) is an ETF from iShares by BlackRock (US). Year to date, AVUC is down 0.65% versus a gain of 11.12% for IWV.

Past performance does not guarantee future results.

Fees and Cost Over Time

AVUC charges 0.17% per year while IWV charges 0.20%. On a $10,000 position that is $17 vs $20 annually, a gap of $3 per year that compounds over a long holding period. On income, AVUC currently yields 0.00% against 0.87% for IWV.

Holdings Overlap

AVUC already in IWV77.2%
IWV already in AVUC95.1%

77.2% of AVUC's money is in holdings IWV also owns. 95.1% of IWV's money is in holdings AVUC also owns.

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

1,402 positions in common, counted across the 1,568 positions we hold weights for in AVUC and 2,569 in IWV, against full books of 1,568 and 5,209.

What only one of them owns

Our book lists 88 positions for IWV that do not appear in our book for AVUC (1.7% of the fund), and 58 for AVUC that do not appear in IWV (19.3%).

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 IWVDifference
AAPLApple, Inc5.32%6.85%1.53%
NVDANvidia Corp.3.91%6.56%2.65%
MSFTMicrosoft Corp 4.100 Feb 06 373.97%5.33%1.36%
AMZNAmazon.Com Inc1.69%3.21%1.52%
JPMJpmorgan Chase & Co.2.79%1.24%1.55%
GOOGAlphabet Inc2.16%1.82%0.34%
BRK.ABerkshire Hathaway Inc2.20%1.39%0.81%
AVGOBroadcom Inc1.22%2.09%0.87%
GOOGLAlphabet Inc1.05%2.24%1.19%
METAMeta Platform Inc1.07%1.86%0.79%

95.1% of IWV 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.

AVUCIWV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AVUC or IWV?

AVUC has an expense ratio of 0.17% while IWV charges 0.20%. AVUC is the cheaper option, by $3 a year on a $10,000 investment.

What is the holdings overlap between AVUC and IWV?

95.1% of IWV's money is in holdings AVUC also owns. 95.1% of IWV's is in holdings AVUC also owns. They hold 1,402 positions in common, counted across the 1,568 positions we hold weights for in AVUC and 2,569 in IWV.

Which pays a higher dividend, AVUC or IWV?

AVUC yields 0.00% while IWV yields 0.87%, so IWV currently pays the higher dividend yield.

Is IWV better than AVUC?

AVUC has a lower expense ratio. IWV is less concentrated, with 33.1% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.