AVDV vs EWU

Avantis International Small Cap Value ETF vs iShares MSCI United Kingdom ETF

Quick take
  • AVDV has the lower expense ratio at 0.36% vs 0.50% for EWU.
  • EWU pays a higher dividend yield (3.47%).

Side-by-side metrics

MetricAVDVEWU
Expense ratio
Annual fee. Lower is better.
0.36%0.50%
Dividend yield
Trailing 12-month yield.
2.81%3.47%
AUM
Assets under management — bigger funds are typically more liquid.
$18.92B$3.48B
YTD return
15.30%7.87%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
0.980.78
P/E ratio
14.2317.75
Last price
$107.79$46.27
Inception
Issuer
AvantisiShares

AVDV top holdings

Top holdings · AVDV
5706.TMitsui Kinzoku Co Ltd1.27%
ATS.VIAT&S Austria Technologie & Systemtechnik AG1.22%
SPM.MISaipem SpA0.73%
OGC.TOOceanaGold Corp0.71%
CLIS.TAClal Insurance Enterprises Holdings Ltd0.70%
PRU.AXPerseus Mining Ltd0.70%
WHC.AXWhitehaven Coal Ltd0.62%
DRX.LDrax Group PLC0.62%
WCP.TOWhitecap Resources Inc0.60%
CDECoeur Mining Inc0.59%
Sector breakdown · AVDV
Real Estate1.4%
Consumer Cyclical14.8%
Basic Materials20.1%
Consumer Defensive3.3%
Technology5.8%
Communication Services2.0%
Financial Services14.3%
Utilities1.9%
Industrials23.1%
Energy11.1%
Healthcare2.2%

EWU top holdings

Top holdings · EWU
HSBA.LHSBC Holdings PLC9.70%
AZN.LAstraZeneca PLC9.06%
SHEL.LShell PLC7.94%
RR.LRolls-Royce Holdings PLC4.16%
BATS.LBritish American Tobacco PLC3.94%
ULVR.LUnilever PLC3.92%
BP.LBP PLC3.85%
RIO.LRio Tinto PLC Ordinary Shares3.47%
GSK.LGSK PLC3.29%
NG.LNational Grid PLC2.73%
Sector breakdown · EWU
Real Estate0.6%
Consumer Cyclical3.9%
Basic Materials9.2%
Consumer Defensive13.2%
Technology0.7%
Communication Services2.6%
Financial Services24.7%
Utilities5.5%
Industrials12.7%
Energy12.3%
Healthcare14.6%

About AVDV

AVDV (Avantis International Small Cap Value ETF) is International developed small-cap value stocks. Managed by Avantis, the fund carries $18.9B in assets under management, an expense ratio of 0.36%, a dividend yield of 2.81%. Its largest holding is Mitsui Kinzoku Co Ltd (5706.T), which represents 1.3% of the portfolio. Real Estate is the fund's largest sector exposure at 1.4%.

About EWU

EWU (iShares MSCI United Kingdom ETF) is UK large and mid-cap equities. Managed by iShares, the fund carries $3.5B in assets under management, an expense ratio of 0.50%, a dividend yield of 3.47%. Its largest holding is HSBC Holdings PLC (HSBA.L), which represents 9.7% of the portfolio. Real Estate is the fund's largest sector exposure at 0.6%.