AVUV vs IWM: how much do they overlap?
Avantis U.S. Small Cap Value ETF (AVUV) · iShares Russell 2000 ETF (IWM)
overlap by weight · 656 shared holdings
AVUV: 772 holdings (as of 2026-02-28) · IWM: 1934 holdings (as of 2026-03-31)
Note: the two funds' latest official filings have different dates, which can understate overlap slightly for funds tracking similar indexes.
Low overlap
What this means
AVUV and IWM hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
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.
Top shared holdings
| Company | Ticker | in AVUV | in IWM |
|---|---|---|---|
| SM Energy Co | SM | 0.77% | 0.26% |
| Primoris Services Corp | PRIM | 0.45% | 0.26% |
| Argan Inc | AGX | 0.28% | 0.25% |
| Jackson Financial Inc | JXN | 0.52% | 0.24% |
| Terex Corp | TEX | 0.67% | 0.23% |
| Noble Corp PLC | NE | 0.65% | 0.21% |
| Transocean Ltd | RIG | 0.52% | 0.21% |
| Valaris Ltd | VAL | 0.58% | 0.21% |
| GATX Corp | GATX | 0.92% | 0.21% |
| Valley National Bancorp | VLY | 0.29% | 0.2% |
FAQ
How much do AVUV and IWM overlap?
AVUV and IWM have a 26.8% overlap by weight, sharing 656 holdings (out of 772 in AVUV and 1934 in IWM), based on official issuer holdings as of 2026-02-28.
What does 26.8% overlap mean?
AVUV and IWM hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do AVUV and IWM both hold?
The largest shared positions are SM Energy Co, Primoris Services Corp, Argan Inc, Jackson Financial Inc, Terex Corp. The full list of top shared holdings with weights in each fund is shown on this page.