AVUV vs IWM ETF holdings comparison
Avantis U.S. Small Cap Value ETF (AVUV) · iShares Russell 2000 ETF (IWM)
AVUV and IWM overlap by 27.9% by portfolio weight. The remaining 72.1 percentage points are not counted as shared holdings weight by this calculation. They share 674 stocks; the largest shared position is Viasat Inc (VSAT), contributing 0.35% to the overlap.
The holdings dates differ. This can slightly understate overlap for funds tracking similar indexes.
What this means
AVUV and IWM share a smaller portion of their portfolio weight in the same underlying stocks. OverlapCheck labels this "low holdings overlap" using house ranges of 70% or more, 30% to under 70%, and under 30%. These descriptive ranges are not industry standards or investment guidance. Holdings overlap does not measure correlation, volatility, geographic or factor exposure, fees, or suitability.
Overlap by weight sums the smaller of the two funds' weights for every stock they both hold. It answers "how much of my money is in the same stocks either way?" See methodology.
This comparison covers normalized equity positions represented in the dataset. Cash, derivatives, options, structured notes, and other non-equity assets are not included, so the result is not a complete comparison of every asset or risk in either fund.
Top shared holdings
| Company | Ticker | in AVUV | in IWM |
|---|---|---|---|
| Viasat Inc | VSAT | 1.39% | 0.35% |
| Argan Inc | AGX | 0.36% | 0.34% |
| Alkermes PLC | ALKS | 0.51% | 0.27% |
| StoneX Group Inc | SNEX | 0.77% | 0.27% |
| Terex Corp | TEX | 0.39% | 0.26% |
| Plexus Corp | PLXS | 0.69% | 0.25% |
| MYR Group Inc | MYRG | 0.32% | 0.24% |
| Kodiak Gas Services Inc | KGS | 0.56% | 0.23% |
| Lantheus Holdings Inc | LNTH | 0.70% | 0.22% |
| Valley National Bancorp | VLY | 0.27% | 0.22% |
Holdings only in AVUV or IWM
AVUV has 111 fund-only positions representing approximately 20.2 percentage points of reported exposure; IWM has 1312 fund-only positions representing approximately 68.0 percentage points of reported exposure. These are positions whose normalized security identifiers appear in one issuer file but not the other.
Largest positions only in AVUV
| Company | Ticker | Weight |
|---|---|---|
| Lear Corp | LEA | 0.89% |
| Avnet Inc | AVT | 0.86% |
| Macy's Inc | M | 0.78% |
| Five Below Inc | FIVE | 0.72% |
| Iridium Communications Inc | IRDM | 0.71% |
| Alaska Air Group Inc | ALK | 0.64% |
| Ryder System Inc | R | 0.60% |
| NOV Inc | NOV | 0.58% |
| Weatherford International PLC | WFRD | 0.57% |
| Bank OZK | OZK | 0.55% |
Largest positions only in IWM
| Company | Ticker | Weight |
|---|---|---|
| Moog, Inc. | MOG.A | 0.38% |
| Hut 8 Corp. | HUT | 0.37% |
| BrightSpring Health Services, Inc. | BTSG | 0.35% |
| Cytokinetics, Inc. | CYTK | 0.35% |
| MaxLinear, Inc. | MXL | 0.34% |
| JFrog Ltd. | FROG | 0.31% |
| Riot Platforms, Inc. | RIOT | 0.30% |
| Krystal Biotech, Inc. | KRYS | 0.30% |
| ESCO Technologies, Inc. | ESE | 0.29% |
| CareTrust REIT, Inc. | CTRE | 0.28% |
FAQ
How much do AVUV and IWM overlap?
AVUV and IWM have 27.9% overlap by weight, sharing 674 equity positions (out of 785 in AVUV and 1986 in IWM). The official holdings files used are dated 2026-05-31 for AVUV and 2026-06-30 for IWM.
What does 27.9% overlap mean?
AVUV and IWM share a smaller portion of their portfolio weight in the same underlying stocks. OverlapCheck labels this "low holdings overlap" using house ranges of 70% or more, 30% to under 70%, and under 30%. These descriptive ranges are not industry standards or investment guidance. Holdings overlap does not measure correlation, volatility, geographic or factor exposure, fees, or suitability.
Which stocks do AVUV and IWM both hold?
The largest shared positions are Viasat Inc, Argan Inc, Alkermes PLC, StoneX Group Inc, Terex Corp. The top shared holdings with weights in each fund are shown on this page.
What holdings are different between AVUV and IWM?
AVUV has 111 positions not found in IWM, while IWM has 1312 positions not found in AVUV. The largest fund-only positions and their weights are shown on this page.