AVUVvsIJH

Avantis U.S. Small Cap Value ETF or iShares Core S&P Mid-Cap ETF, side by side from their own SEC filings. 8.7% of their stock holdings are the same at the same weight, across 69 stocks in both. IJH costs 0.05% a year against 0.25% for AVUV, $20 a year less on $10,000. Over the last twelve months AVUV returned +38.3% and IJH +25.8%.

8.7%of the two portfolios is the same stocks at the same weight
AVUV25% in stocks the other holds too
IJH11% in stocks the other holds too
stocks in bothstocks only in that fundbonds, cash and unmatched shares

The two funds

From each fund's latest N-PORT filing and its prospectus.

AVUVIJHYearly cost0.25%0.05%Net assets$27.1B$124.3BPositions798410Last 12 months+38.3%+25.8%3 years, a year+21.6%+15.4%5 years, a year+11.0%+9.0%Largest holdingVSAT 1.4%Blackrock 3.8%Main sectorFinancial Services 25%Industrials 24%Holdings as ofMay 31, 2026Jun 30, 2026

Returns are total returns with dividends reinvested, from the funds’ own monthly figures; “(price)” marks a fund whose filing record is younger than a year, whose twelve months are its price change. The stronger figure in each row is set in bold. Past returns say what happened, not what will.

Growth of $100

Both funds from September 2019, the first month both report, dividends reinvested.

AVUV$267IJH$219
September 2019May 2026

More comparisons

From each fund’s Form N-PORT (AVUV: May 2026, IJH: June 2026) and prospectus, via the SEC’s public data sets. Overlap counts only the stocks we can match to a listing: stock by stock, the smaller of the two weights, added up.