Compare · 2 funds side by side · dividends reinvested

AVGV and IWD

AVGVAvantis×IWDiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,178IWD · best of the two

02 / 04

AVGV and IWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+24.2%+28.4%+23.8%+11.4%−6.8%11.0%$83.2B1.1

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

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 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

AVGV

IWD

iShares Russell 1000 Value ETF · $83.2B$17,178

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

AVGVMeasureIWD

+17.8%Year to dateJan 1 → Nov 3+24.2%

+23.6%1 yearTotal return+28.4%

+23.3%3 years · per year$10,000 became $18,764 · $18,980+23.8%

[…]5 years · per year$10,000 became […] · $17,178+11.4%

0.26%Expense ratio$26 · $18 a year on $10k · lower is better0.18%

2.01%Trailing 12-mo yield$201 · $137 a year on $10k1.37%

−8.1%Worst dropSmaller is better−6.8%

12.7%VolatilityLower is calmer11.0%

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

1–6IWD 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 IWD: Top 5 Holdings

Today

AVGV

92.4%in top 5

IWD

in top 521.8%

AVGVStockIWD

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 5AAPL6.0%

not top 5AMZN5.6%

not top 5MSFT5.1%

not top 5BRK-B2.7%

not top 5JPM2.4%

Held in common0.0%

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

AVGV vs IWD Returns, Every Period

AvantisAVGV

+23.6%

past year

IWDiShares

+28.4%

past year

AVGVIWDFaded: behind in that period

0–3IWD wins

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

AVGV vs IWD

YTD

AvantisAVGV

+17.8%

IWDiShares

+24.2%

+17.8%Year to date+24.2%

−8.1%Worst drop · 1Y−6.8%

12.7%Volatility · 1Y11.0%

2.0%Yield1.4%

$482MAssets$83.2B

3–1IWD wins

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

Cost, Income and Risk

Fees: AVGV, IWD

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

AVGV0.26%$26

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

Yields: AVGV, IWD

2.01%highest, AVGV

FundTrailing yieldYield$10k

AVGV2.01%$201

IWD1.37%$137

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

Income After Fees on $10,000

$175most kept, AVGV

AVGV$201 − $26 = $175

IWD$137 − $18 = $119

KeptFee

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

Overlap: AVGV, IWD

Today

0.0%most shared, AVGV and IWD

AVGVIWD

AVGV—0.0%

IWD0.0%—

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

Return vs Bumpiness: 2 ETFs

+28.4%IWD, at 11.0% volatility

IWDWorst drop−6.8%11.0% 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

AVGVIWD

+17.8%Year to date+24.2%

2.0%Yield1.4%

+23.6%Past year+28.4%

0.26%Fee0.18%

3–1IWD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

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