What is the expense ratio of AVUV vs IWM?

AVUV has an expense ratio of 0.25%, while IWM has an expense ratio of 0.19%.

AVUV vs IWM

Avantis US Small Cap Value ETF vs iShares Russell 2000 ETF

Last updated: 2026-04-08

Avantis US Small Cap Value ETF (AVUV) is an exchange-traded fund that provides exposure to us small cap value securities. It charges a moderate expense ratio of 0.25%. The fund offers a moderate dividend yield of 1.36%. Launched in 2019, the fund has a 7-year track record.

AUM: $23.8B ER: 0.25% Yield: 1.36% Since: Sep 24, 2019

IWM

iShares Russell 2000 ETF (IWM) is an exchange-traded fund that provides exposure to small-cap U.S. equities with higher growth potential and volatility. It charges a moderate expense ratio of 0.19%. The fund offers a modest dividend yield of 0.98%. Launched in 2000, the fund has a 26-year track record.

AUM: $71.9B ER: 0.19% Yield: 0.98% Since: May 22, 2000

Quick Verdict

IWM has a slightly lower expense ratio (0.19% vs 0.25%), saving about $118 per $10,000 over 10 years. AVUV has edged ahead over the past year (52.4% vs 49.2%).

Key Metrics

Metric	AVUV	IWM
Expense Ratio	0.25%	0.19%
Dividend Yield	1.4%	1.0%
Fund Family	N/A	N/A
Category	US Small Cap Value	US Small Cap

Performance Chart

Indexed to 100 at start (5-year comparison)

AVUV +57.6%

IWM +17.2%

Performance Comparison

Period	AVUV	IWM	Difference
1 Month	+5.13%	+2.83%	+2.30%
3 Months	+6.93%	+0.98%	+5.95%
6 Months	+20.37%	+9.68%	+10.69%
YTD	+11.11%	+4.84%	+6.27%
1 Year	+52.43%	+49.19%	+3.24%
3 Years	+56.62%	+48.40%	+8.22%
5 Years	+57.07%	+17.17%	+39.90%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment	Period	AVUV Fees	IWM Fees	You Save
$10,000	10 years	$495	$377	$118
$10,000	20 years	$2,111	$1,613	$498
$10,000	30 years	$6,758	$5,178	$1,581
$50,000	10 years	$2,473	$1,884	$589
$50,000	30 years	$33,792	$25,888	$7,904
$100,000	30 years	$67,584	$51,776	$15,808

Risk Metrics

Based on 5 years of daily returns

Metric	AVUV	IWM
Annualized Volatility	23.0%	22.6%
Max Drawdown	-29.4%	-33.1%
Sharpe Ratio	0.32	0.05

Dividend Comparison

Metric	AVUV	IWM
Annual Dividend (per share)	$1.55	$2.54
Dividend Yield	1.36%	0.97%
Distribution Frequency	Quarterly	Quarterly

Top Holdings

0 of top 10 holdings overlap (0% overlap in top holdings)

AVUV Top Holdings

Name	Weight
Viasat, Inc.VSAT	1.04%
SM Energy CompanySM	1.00%
Five Below, Inc.FIVE	0.99%
Matson, Inc.MATX	0.92%
California Resources CorporationCRC	0.81%
Macy's, Inc.M	0.80%
GATX CorporationGATX	0.79%
Lear CorporationLEA	0.78%
Magnolia Oil & Gas CorporationMGY	0.77%
Archrock, Inc.AROC	0.75%

IWM Top Holdings

Name	Weight
Bloom Energy CorporationBE	0.99%
FabrinetFN	0.67%
COEUR MINING INCCDE.NE	0.63%
EchoStar CorporationSATS	0.57%
Credo Technology Group Holding LtdCRDO	0.55%
Nextpower Inc.NXT	0.53%
Kratos Defense & Security Solutions, Inc.KTOS	0.45%
Advanced Energy Industries, Inc.AEIS	0.42%
Hecla Mining CompanyHL	0.41%
Sterling Infrastructure, Inc.STRL	0.39%

Which One Should You Choose?

Choose IWM if...

you want the lowest fees and plan to buy and hold long-term. Over decades, the expense ratio difference compounds significantly.

Choose AVUV if...

recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.

Choose AVUV if...

you prioritize dividend income and want higher regular distributions from your portfolio.

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