AVUV vs IWM overlap - what they share and where they differ
AVUV and IWM share 26.8% of their weight across 550 common positions, read from what each fund reported to the SEC.
Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.
AVUV and IWM
26.8%
550 shared positions
AVUV
Avantis U.S. Small Cap Value ETF
Reported positions cover 100% of the fund, 673 positions · May 31, 2026
Top 10: 8.7%·Holdings of AVUV
IWM
iShares Russell 2000 ETF
Reported positions cover 100% of the fund, 1,785 positions · Jun 30, 2026
Top 10: 3.4%·Holdings of IWM
Reported positions cover AVUV 100%, IWM 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
IWM vs AVUV side by side
AVUVAvantis U.S. Small Cap Value ETF
673
stock positions reported to the SEC
24.8% of its weight is in 123 names IWM does not hold
IWMiShares Russell 2000 ETF
1,785
stock positions reported to the SEC
70.0% of its weight is in 1,235 names AVUV does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Healthcare: IWM has 19.5 points more of it.
The figures side by side
| AVUV | IWM | |
|---|---|---|
| Filing date | May 31, 2026 | Jun 30, 2026 |
| Stock positions reported | 673 | 1,785 |
| Weight of the ten largest | 8.7% | 3.4% |
| Largest position | VSAT 1.4% | MOG.A 0.4% |
| Held alone | 123 positions, 24.8% | 1,235 positions, 70.0% |
| Covered by stock positions | 100% | 100% |
Holdings they share
| Stock | In AVUV | In IWM | Counted |
|---|---|---|---|
| VSATViasat Inc | 1.39% | 0.35% | 0.35% |
| AGXArgan Inc | 0.36% | 0.34% | 0.34% |
| ALKSAlkermes PLC | 0.51% | 0.27% | 0.27% |
| SNEXStoneX Group Inc | 0.77% | 0.27% | 0.27% |
| TEXTerex Corp | 0.39% | 0.26% | 0.26% |
| PLXSPlexus Corp | 0.69% | 0.25% | 0.25% |
| MYRGMYR Group Inc | 0.32% | 0.24% | 0.24% |
| KGSKodiak Gas Services Inc | 0.56% | 0.23% | 0.23% |
| AROCArchrock Inc | 0.61% | 0.22% | 0.22% |
| GVAGranite Construction Inc | 0.31% | 0.22% | 0.22% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in AVUV
Only in IWM
Questions people ask
Is AVUV the same as IWM?
26.8% of their weight sits in the same 550 holdings. AVUV also reports LEA, AVT, M, which the other does not. IWM also reports MOG.A, HUT, BTSG, which the other does not.
How is the overlap between AVUV and IWM measured?
For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of AVUV and 100% of IWM, so the number cannot exceed the smaller coverage.
Which holds more, IWM or AVUV?
AVUV reports 673 stock positions and IWM reports 1,785. 24.8% of AVUV's weight sits in names IWM does not hold, and 70.0% of IWM's weight in names AVUV does not hold. The ten largest positions are 8.7% of AVUV and 3.4% of IWM.
How do AVUV and IWM differ by sector?
The widest gap is Healthcare: IWM has 19.5 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.
Where do the numbers come from?
From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.
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Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.