Compare · 2 funds side by side · dividends reinvested

AVSC and IJR

AVSCAvantis×IJRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,468IJR · best of the two

02 / 04

AVSC and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis U.S. Small Cap Equity ETFUS Stock Styles · Small cap0.25%0.98%+22.6%+26.2%+21.6%[…]−8.1%15.6%$3.2B1.3

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.3%+21.3%+19.0%+6.1%−9.7%15.8%$106B1.6

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: AVSC 2022 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Small Cap Equity ETF · $3.2B[…]

AVSC

IJR

iShares Core S&P Small-Cap ETF · $106B$13,468

$10,000 five years ago, dividends reinvested · they hold 50.8% in common

AVSCMeasureIJR

+22.6%Year to dateJan 1 → Nov 3+18.3%

+26.2%1 yearTotal return+21.3%

+21.6%3 years · per year$10,000 became $17,987 · $16,862+19.0%

[…]5 years · per year$10,000 became […] · $13,468+6.1%

0.25%Expense ratio$25 · $6 a year on $10k · lower is better0.06%

0.98%Trailing 12-mo yield$98 · $121 a year on $10k1.21%

−8.1%Worst dropSmaller is better−9.7%

15.6%VolatilityLower is calmer15.8%

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

5–2AVSC wins

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

More Ways to See the Pairs

AVSC vs IJR: Top 5 Holdings

Today

AVSC

1.7%in top 5

IJR

in top 53.1%

AVSCStockIJR

not top 5GKOS0.8%

not top 5VSAT0.6%

not top 5PAYC0.6%

not top 5SM0.5%

not top 5MTCH0.5%

0.4%TENBnot top 5

0.3%ANFnot top 5

0.3%HAEnot top 5

0.3%SAICnot top 5

0.3%CONnot top 5

Held in common50.8%

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

AVSC vs IJR Returns, Every Period

AvantisAVSC

+26.2%

past year

IJRiShares

+21.3%

past year

AVSCIJRFaded: behind in that period

3–0AVSC wins

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

AVSC vs IJR

YTD

AvantisAVSC

+22.6%

IJRiShares

+18.3%

+22.6%Year to date+18.3%

−8.1%Worst drop · 1Y−9.7%

15.6%Volatility · 1Y15.8%

1.0%Yield1.2%

$3.2BAssets$106B

3–1AVSC wins

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

Cost, Income and Risk

Fees: AVSC, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

AVSC0.25%$25

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

Yields: AVSC, IJR

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

AVSC0.98%$98

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

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

AVSC$98 − $25 = $73

KeptFee

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

Overlap: AVSC, IJR

Today

50.8%most shared, AVSC and IJR

AVSCIJR

AVSC—50.8%

IJR50.8%—

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

Return vs Bumpiness: 2 ETFs

+26.2%AVSC, at 15.6% volatility

AVSCWorst drop−8.1%15.6% vol

IJRWorst drop−9.7%15.8% vol

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

Paid More vs Made More

YTD

IJRAVSC

+18.3%Year to date+22.6%

1.2%Yield1.0%

+21.3%Past year+26.2%

0.06%Fee0.25%

2–2level

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