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AVMCvsIWRETF Comparison

ETF 1
AVMC

Avantis U.S. Mid Cap Equity ETF

This fund is part of
US Mid Cap
-1.75%
Full AVMC fund page
VS
ETF 2
IWR

iShares Russell Mid-Cap ETF

This fund is part of
US Mid Cap
-1.75%
Full IWR fund page

Avantis U.S. Mid Cap Equity ETF (AVMC) and iShares Russell Mid-Cap ETF (IWR) belong to the same industry segment: US Mid Cap. AVMC's top 3 sector exposures are Industrials, Financials and Consumer Discretionary. In contrast, IWR's top sector exposures are Industrials, Information Technology and Financials. Both AVMC and IWR have the same Total Expense Ratio (TER) of 0.18%. AVMC is up 3.34% year-to-date (YTD) with +$46M in YTD flows. IWR performs worse with 0.96% YTD performance, and +$281M in YTD flows. Run a side-by-side ETF comparison of AVMC and IWR below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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AVMC vs IWR performance and flow charts

Performance

-5.0-4.0-3.0-2.0-1.00.01.0%Feb 11Feb 19Feb 26Mar 5Mar 12

Cumulative Flows

0 M100 M200 M300 M400 M500 M600 MFeb 11Feb 19Feb 26Mar 5Mar 12

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Historic performance and flows
Data as of 03/11/2026
1M3MYTD1Y3Y5Y
Perf.
AVMC
IWR
-4.19%-3.37%
+1.23%-0.19%
+3.34%+0.96%
+20.31%+17.17%
n/a+51.37%
n/a+39.23%
Flows
AVMC
IWR
+$19M+$566M
+$50M+$729M
+$46M+$281M
+$126M+$4.17B
-+$7.76B
-+$10.09B
Volatility and drawdown
3M1Y3Y5Y
Volatility
AVMC
IWR
+13.73%+14.02%
+19.68%+19.18%
n/a+16.03%
n/a+18.23%
Max drawdown
AVMC
IWR
-4.83%-6.03%
-14.62%-14.39%
n/a-21.08%
n/a-26.20%
Max drawdown duration
AVMC
IWR
13d14d
46d46d
n/a239d
n/a854d
Trading data

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AVMC
IWR
Last sale
3/12/2026 at 7:59 PM
$71.55
$97.43
Previous close
03/12/2026
$72.85
$97.20
Consolidated volume
03/12/2026
Average volume
30 days
Average discount or premium
30 days
Average Bid/Ask spread
30 days
Replication quality
Data as of February 27, 2026
1-year trailing difference

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AVMC
is actively managed and doesn’t replicate an index

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AVMC
IWR
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst
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Main metrics
Last update 3/12/2026 at 7:59 PM
Live
Closed
AVMC
IWR
Last price
$71.55
$97.43
1D performance
-1.78%
+0.24%
AuM$308.80 M$47.10 B
E/R0.18%0.18%
Characteristics
AVMC
IWR
Management strategyActivePassive
ProviderAmerican Century InvestmentsiShares
Benchmark-Russell Midcap Index
N° of holdings510724
Asset class-Equities
Trailing 12m distribution yield
Join
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Inception dateNovember 8, 2023July 17, 2001
ESGNoNo
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Exposure

Countries

AVMC
USA
91.01%
Other
8.99%
IWR
USA
93.47%
Other
6.53%

Sectors

AVMC
Industrials
17.57%
Financials
15.89%
Consumer Discreti.
12.41%
Information Techn.
11.61%
Health Care
8.93%
Other
33.59%
IWR
Industrials
16.55%
Information Techn.
13.15%
Financials
13%
Consumer Discreti.
11.28%
Health Care
8.84%
Other
37.17%
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Diversification

AVMC

Total weight of top 15 holdings out of 15

8.68%
IWR

Total weight of top 15 holdings out of 15

8.71%

Top 15 holdings

Data as of January 31, 2026
AVMC
WESTERN DIGITAL
0.89%
ROCKWELL AUTOMAT
0.62%
COMFORT SYSTEMS USA
0.61%
TARGA RESOURCS
0.59%
WARNER BROS. DISCOVERY
0.57%
TERADYNE
0.57%
FIFTH THIRD BANCORP
0.56%
HARTFORD FINANCIAL SERVICES GRUP
0.56%
UNITED AIRLINES HOLDINGS
0.55%
CHENIERE ENERGY
0.55%
DELTA AIR LINES
0.54%
MONOLITHIC POWER SYSTEMS
0.53%
MARTIN MARIETTA
0.52%
CARNIVAL
0.51%
SYSCO
0.51%
IWR
WESTERN DIGITAL
0.73%
ROYAL CARIBBEAN GROUP
0.68%
BANK OF NEW YORK MELLON
0.65%
HOWMET AEROSPACE INC
0.65%
CORNING
0.62%
CUMMINS
0.62%
ROBINHOOD MARKETS
0.58%
VERTIV HOLDINGS
0.57%
US80004C2008
0.56%
QUANTA SERVICES
0.55%
HILTON INC
0.53%
L3 HARRIS TECHNOLOGIES
0.51%
AMERISOURCEBERGEN
0.50%
WARNER BROS. DISCOVERY
0.50%
SIMON PROPERTY GROUP REIT
0.47%
Frequently asked questions about AVMC and IWR

How have the AVMC and IWR ETFs performed in 2026?

As of March 11, 2026, AVMC is up 3.34% year-to-date (YTD), while IWR has returned 0.96%. That puts AVMC better performer ahead so far this year.

Which ETF is attracting more investor money: AVMC or IWR?

Year-to-date, the AVMC ETF saw +$46M in flows, compared to +$281M for IWR.

Which ETF is more volatile: AVMC or IWR?

Over the past year, AVMC had a volatility of 19.68%, while IWR experienced 19.18%.

Which ETF is bigger: AVMC or IWR?

As of March 11, 2026, AVMC holds $308.80 M in assets under management (AUM), while IWR manages $47.10 B.

What sectors do the AVMC and IWR ETFs invest in?

AVMC leans toward sectors like Industrials, Financials and Consumer Discretionary. Meanwhile, IWR focuses on Industrials, Information Technology and Financials.

What are the top holdings of the AVMC ETF and IWR ETF?

AVMC top holdings include WESTERN DIGITAL, ROCKWELL AUTOMAT and COMFORT SYSTEMS USA. IWR holds in its top three: WESTERN DIGITAL, ROYAL CARIBBEAN GROUP and BANK OF NEW YORK MELLON.

Which ETF is more diversified: AVMC or IWR?

AVMC holds 528 securities with 8.68% of its assets in the top 15. IWR has 808 securities and a top 15 weight of 8.71%.

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