AVUV vs IJR

Avantis US Small Cap Value ETF vs iShares Core S&P Small-Cap ETF

Quick take
  • IJR has the lower expense ratio at 0.06% vs 0.25% for AVUV.
  • AVUV pays a higher dividend yield (1.29%).

Side-by-side metrics

MetricAVUVIJR
Expense ratio
Annual fee. Lower is better.
0.25%0.06%
Dividend yield
Trailing 12-month yield.
1.29%1.16%
AUM
Assets under management — bigger funds are typically more liquid.
$26.16B$102.56B
YTD return
18.36%15.78%
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.
1.101.17
P/E ratio
13.4418.30
Last price
$119.18$137.64
Inception
Issuer
AvantisiShares

AVUV top holdings

Top holdings · AVUV
VSATViasat Inc1.09%
SMSM Energy Co0.94%
MATXMatson Inc0.92%
AVTAvnet Inc0.88%
FIVEFive Below Inc0.81%
GATXGATX Corp0.80%
LEALear Corp0.79%
SNEXStoneX Group Inc0.76%
AROCArchrock Inc0.75%
PLXSPlexus Corp0.75%
Sector breakdown · AVUV
Real Estate0.7%
Consumer Cyclical18.0%
Basic Materials4.9%
Consumer Defensive4.5%
Technology7.0%
Communication Services2.8%
Financial Services25.8%
Utilities0.1%
Industrials13.9%
Energy18.2%
Healthcare4.2%

IJR top holdings

Top holdings · IJR
XTSLABlackRock Cash Funds Treasury SL Agency1.44%
VIAVViavi Solutions Inc0.72%
SANMSanmina Corp0.71%
FORMFormFactor Inc0.63%
MOHMolina Healthcare Inc0.60%
PRIMPrimoris Services Corp0.58%
SMTCSemtech Corp0.58%
ESIElement Solutions Inc0.58%
AGXArgan Inc0.55%
VSATViasat Inc0.53%
Sector breakdown · IJR
Real Estate7.6%
Consumer Cyclical13.4%
Basic Materials5.1%
Consumer Defensive3.5%
Technology15.5%
Communication Services3.6%
Financial Services16.8%
Utilities2.0%
Industrials15.5%
Energy5.9%
Healthcare11.1%

About AVUV

AVUV (Avantis US Small Cap Value ETF) is US small-cap value with profitability screen. Managed by Avantis, the fund carries $26.2B in assets under management, an expense ratio of 0.25%, a dividend yield of 1.29%. Its largest holding is Viasat Inc (VSAT), which represents 1.1% of the portfolio. Real Estate is the fund's largest sector exposure at 0.7%.

About IJR

IJR (iShares Core S&P Small-Cap ETF) is Tracks the S&P SmallCap 600 index. Managed by iShares, the fund carries $102.6B in assets under management, an expense ratio of 0.06%, a dividend yield of 1.16%. Its largest holding is BlackRock Cash Funds Treasury SL Agency (XTSLA), which represents 1.4% of the portfolio. Real Estate is the fund's largest sector exposure at 7.6%.