Compare · 2 funds side by side · dividends reinvested

IWM and AVSC

IWMiShares×AVSCAvantis×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,766IWM · best of the two

02 / 04

IWM and AVSC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis U.S. Small Cap Equity ETFUS Stock Styles · Small cap0.25%1.00%+20.3%+23.8%+20.1%[…]−8.1%16.1%$3.3B1.1

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$75.4B1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: IWM 2000 · AVSC 2022

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Small Cap Equity ETF · $3.3B[…]

AVSC

IWM

iShares Russell 2000 ETF · $75.4B$12,766

$10,000 five years ago, dividends reinvested · they hold 52.2% in common

AVSCMeasureIWM

+20.3%Year to dateJan 1 → Nov 6+11.9%

+23.8%1 yearTotal return+13.0%

+20.1%3 years · per year$10,000 became $17,318 · $17,100+19.6%

[…]5 years · per year$10,000 became […] · $12,766+5.0%

0.25%Expense ratio$25 · $19 a year on $10k · lower is better0.19%

1.00%Trailing 12-mo yield$100 · $100 a year on $10k1.00%

−8.1%Worst dropSmaller is better−11.1%

16.1%VolatilityLower is calmer18.7%

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

5–1AVSC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AVSC vs IWM: Top 5 Holdings

Today

AVSC

1.8%in top 5

IWM

in top 51.8%

AVSCStockIWM

not top 5GKOS0.4%

not top 5BTSG0.4%

0.4%LIVNnot top 5

0.4%CONnot top 5

0.4%FTDRnot top 5

0.4%HAEnot top 5

not top 5UMBF0.3%

0.3%TENBnot top 5

not top 5EAT0.3%

not top 5RHP0.3%

Held in common52.2%

End-of-day Nov 6, 2026 · share of each fund

AVSC vs IWM Returns, Every Period

AvantisAVSC

+23.8%

past year

IWMiShares

+13.0%

past year

AVSCIWMFaded: behind in that period

3–0AVSC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

AVSC vs IWM

YTD

AvantisAVSC

+20.3%

IWMiShares

+11.9%

+20.3%Year to date+11.9%

−8.1%Worst drop · 1Y−11.1%

16.1%Volatility · 1Y18.7%

1.0%Yield1.0%

$3.3BAssets$75.4B

3–0AVSC wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWM, AVSC

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

AVSC0.25%$25

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IWM, AVSC

1.00%highest, AVSC

FundTrailing yieldYield$10k

AVSC1.00%$100

IWM1.00%$100

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$81most kept, IWM

IWM$100 − $19 = $81

AVSC$100 − $25 = $75

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IWM, AVSC

Today

52.2%most shared, IWM and AVSC

IWMAVSC

IWM—52.2%

AVSC52.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.8%AVSC, at 16.1% volatility

AVSCWorst drop−8.1%16.1% vol

IWMWorst drop−11.1%18.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

AVSCIWM

+20.3%Year to date+11.9%

1.0%Yield1.0%

+23.8%Past year+13.0%

0.25%Fee0.19%

2–1AVSC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026