AVUV vs IWN overlap - what they share and where they differ
AVUV and IWN share 33.6% of their weight across 486 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 IWN
33.6%
486 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
IWN
iShares Russell 2000 Value ETF
Reported positions cover 99% of the fund, 1,288 positions · Jun 30, 2026
Top 10: 5.5%·Holdings of IWN
Reported positions cover AVUV 100%, IWN 99% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
IWN vs AVUV side by side
AVUVAvantis U.S. Small Cap Value ETF
673
stock positions reported to the SEC
39.9% of its weight is in 187 names IWN does not hold
IWNiShares Russell 2000 Value ETF
1,288
stock positions reported to the SEC
58.3% of its weight is in 802 names AVUV does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Consumer Cyclical: AVUV has 13.8 points more of it.
The figures side by side
| AVUV | IWN | |
|---|---|---|
| Filing date | May 31, 2026 | Jun 30, 2026 |
| Stock positions reported | 673 | 1,288 |
| Weight of the ten largest | 8.7% | 5.5% |
| Largest position | VSAT 1.4% | VSAT 0.7% |
| Held alone | 187 positions, 39.9% | 802 positions, 58.3% |
| Covered by stock positions | 100% | 99% |
Holdings they share
| Stock | In AVUV | In IWN | Counted |
|---|---|---|---|
| VSATViasat Inc | 1.39% | 0.74% | 0.74% |
| VSHVishay Intertechnology Inc | 0.64% | 0.43% | 0.43% |
| HWCHancock Whitney Corp | 0.41% | 0.40% | 0.40% |
| SMSM Energy Co | 0.86% | 0.39% | 0.39% |
| TEXTerex Corp | 0.39% | 0.54% | 0.39% |
| ESNTEssent Group Ltd | 0.46% | 0.38% | 0.38% |
| GATXGATX Corp | 0.68% | 0.38% | 0.38% |
| JXNJackson Financial Inc | 0.38% | 0.41% | 0.38% |
| MATXMatson Inc | 0.98% | 0.38% | 0.38% |
| SIGISelective Insurance Group Inc | 0.42% | 0.38% | 0.38% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in AVUV
Only in IWN
Questions people ask
Is AVUV the same as IWN?
33.6% of their weight sits in the same 486 holdings. AVUV also reports LEA, AVT, M, which the other does not. IWN also reports CYTK, CTRE, ONB, which the other does not.
How is the overlap between AVUV and IWN 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 99% of IWN, so the number cannot exceed the smaller coverage.
Which holds more, IWN or AVUV?
AVUV reports 673 stock positions and IWN reports 1,288. 39.9% of AVUV's weight sits in names IWN does not hold, and 58.3% of IWN's weight in names AVUV does not hold. The ten largest positions are 8.7% of AVUV and 5.5% of IWN.
How do AVUV and IWN differ by sector?
The widest gap is Consumer Cyclical: AVUV has 13.8 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.