Compare · 2 funds side by side · dividends reinvested

AVGV and IUSV

AVGVAvantis×IUSViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,016IUSV · best of the two

02 / 04

AVGV and IUSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis All Equity Markets Value ETF 9US Stock Styles · Value0.26%2.01%+17.8%+23.6%+23.3%[…]−8.1%12.7%$482M1.4

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.64%+13.8%+16.1%+19.5%+11.2%−6.4%9.6%$28.4B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: AVGV 2023 · IUSV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Avantis All Equity Markets Value ETF 9 · $482M[…]

AVGV

IUSV

iShares Core S&P U.S. Value ETF · $28.4B$17,016

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

AVGVMeasureIUSV

+17.8%Year to dateJan 1 → Nov 3+13.8%

+23.6%1 yearTotal return+16.1%

+23.3%3 years · per year$10,000 became $18,764 · $17,084+19.5%

[…]5 years · per year$10,000 became […] · $17,016+11.2%

0.26%Expense ratio$26 · $4 a year on $10k · lower is better0.04%

2.01%Trailing 12-mo yield$201 · $164 a year on $10k1.64%

−8.1%Worst dropSmaller is better−6.4%

12.7%VolatilityLower is calmer9.6%

AVGVIUSV Winner of the row, in its colourEach row: the bigger of the two fills its side

4–3AVGV wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AVGV vs IUSV: Top 5 Holdings

Today

AVGV

92.4%in top 5

IUSV

in top 516.8%

AVGVStockIUSV

37.7%AVLVnot top 5

18.3%AVUVnot top 5

17.6%AVIVnot top 5

9.7%AVESnot top 5

9.1%AVDVnot top 5

not top 5AAPL7.8%

not top 5AMZN3.4%

not top 5XOM2.4%

not top 5WMT1.7%

not top 5CVX1.4%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

AVGV vs IUSV Returns, Every Period

AvantisAVGV

+23.6%

past year

IUSViShares

+16.1%

past year

AVGVIUSVFaded: behind in that period

3–0AVGV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

AVGV vs IUSV

YTD

AvantisAVGV

+17.8%

IUSViShares

+13.8%

+17.8%Year to date+13.8%

−8.1%Worst drop · 1Y−6.4%

12.7%Volatility · 1Y9.6%

2.0%Yield1.6%

$482MAssets$28.4B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVGV, IUSV

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

AVGV0.26%$26

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: AVGV, IUSV

2.01%highest, AVGV

FundTrailing yieldYield$10k

AVGV2.01%$201

IUSV1.64%$164

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$175most kept, AVGV

AVGV$201 − $26 = $175

IUSV$164 − $4 = $160

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: AVGV, IUSV

Today

0.0%most shared, AVGV and IUSV

AVGVIUSV

AVGV—0.0%

IUSV0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.6%AVGV, at 12.7% volatility

IUSVWorst drop−6.4%9.6% vol

AVGVWorst drop−8.1%12.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

AVGVIUSV

+17.8%Year to date+13.8%

2.0%Yield1.6%

+23.6%Past year+16.1%

0.26%Fee0.04%

3–1AVGV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026