What is the expense ratio of AVUV vs IWN?

AVUV has an expense ratio of 0.25%, while IWN has an expense ratio of 0.24%.

AVUV vs IWN

Avantis US Small Cap Value ETF vs iShares Russell 2000 Value ETF

Last updated: 2026-04-10

AVUV Avantis

Avantis US Small Cap Value ETF (AVUV) is an exchange-traded fund issued by Avantis 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 1.35%. Launched in 2019, the fund has a 7-year track record.

AUM: $24.4B ER: 0.25% Yield: 1.35% Since: Sep 24, 2019

IWN iShares

iShares Russell 2000 Value ETF (IWN) is an exchange-traded fund issued by iShares that provides exposure to us small cap value securities. It charges a moderate expense ratio of 0.24%. The fund offers a moderate dividend yield of 1.55%. Launched in 2000, the fund has a 26-year track record.

AUM: $12.8B ER: 0.24% Yield: 1.55% Since: Jul 24, 2000

Quick Verdict

Both funds have nearly identical expense ratios (0.24% vs 0.25%), so fees are not a differentiator here. Both funds have delivered similar 1-year returns (47.3% vs 46.4%), tracking closely.

Key Metrics

Metric	AVUV	IWN
Expense Ratio	0.25%	0.24%
Dividend Yield	1.4%	1.6%
Fund Family	Avantis	iShares
Category	US Small Cap Value	US Small Cap Value

Performance Chart

Indexed to 100 at start (5-year comparison)

AVUV +56.8%

IWN +23.9%

Performance Comparison

Period	AVUV	IWN	Difference
1 Month	+6.26%	+4.50%	+1.76%
3 Months	+7.38%	+3.89%	+3.49%
6 Months	+17.64%	+13.04%	+4.60%
YTD	+11.28%	+8.85%	+2.43%
1 Year	+47.29%	+46.39%	+0.90%
3 Years	+55.03%	+46.59%	+8.44%
5 Years	+56.85%	+23.92%	+32.93%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment	Period	AVUV Fees	IWN Fees	You Save
$10,000	10 years	$495	$475	$20
$10,000	20 years	$2,111	$2,028	$83
$10,000	30 years	$6,758	$6,497	$262
$50,000	10 years	$2,473	$2,375	$98
$50,000	30 years	$33,792	$32,483	$1,309
$100,000	30 years	$67,584	$64,967	$2,617

Risk Metrics

Based on 5 years of daily returns

Metric	AVUV	IWN
Annualized Volatility	23.0%	21.6%
Max Drawdown	-29.4%	-29.0%
Sharpe Ratio	0.31	0.10

Dividend Comparison

Metric	AVUV	IWN
Annual Dividend (per share)	$1.55	$3.09
Dividend Yield	1.35%	1.55%
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	1.10%
Five Below, Inc.FIVE	0.94%
Matson, Inc.MATX	0.93%
SM Energy CompanySM	0.92%
GATX CorporationGATX	0.82%
Lear CorporationLEA	0.80%
Macy's, Inc.M	0.78%
California Resources CorporationCRC	0.77%
Avnet, Inc.AVT	0.75%
Archrock, Inc.AROC	0.75%

IWN Top Holdings

Name	Weight
EchoStar CorporationSATS	1.10%
TTM Technologies, Inc.TTMI	0.71%
COEUR MINING INCCDE.NE	0.66%
Hecla Mining CompanyHL	0.62%
UMB Financial CorporationUMBF	0.53%
Fluor CorporationFLR	0.52%
CareTrust REIT, Inc.CTRE	0.52%
Praxis Precision Medicines, Inc.PRAX	0.50%
Vaxcyte, Inc.PCVX	0.49%
Jackson Financial Inc.JXN	0.48%

Which One Should You Choose?

Either works if...

you just need broad us small cap value exposure. Both are solid options — pick whichever your brokerage offers commission-free.

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AVUV vs IWM AVUV vs VBR IWN vs VBR