IWRvsAVMCETF Comparison
VS
iShares Russell Mid-Cap ETF (IWR) and Avantis U.S. Mid Cap Equity ETF (AVMC) belong to the same industry segment: US Mid Cap. IWR's top 3 sector exposures are Finance, Technology and Industrials. In contrast, AVMC's top sector exposures are Finance, Industrials and Technology. Both IWR and AVMC have the same Total Expense Ratio (TER) of 0.18%. IWR is up 15.8% year-to-date (YTD) with +$2.77B in YTD flows. AVMC performs worse with 13.13% YTD performance, and +$206M in YTD flows. Run a side-by-side ETF comparison of IWR and AVMC below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
IWR vs AVMC performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/08/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IWR AVMC | -1.91%-1.96% | +4.61%+2.32% | +15.80%+13.13% | +16.35%+15.19% | +60.26%n/a | +45.97%n/a |
| Flows | IWR AVMC | +$129M+$18M | -$264M+$86M | +$2.77B+$206M | +$4.52B+$250M | +$10.37B- | +$12.17B- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IWR AVMC | +12.15%+11.49% | +13.65%+13.55% | +15.93%n/a | +18.27%n/a |
| Max drawdown | IWR AVMC | -3.78%-4.12% | -8.16%-7.92% | -21.08%n/a | -26.20%n/a |
| Max drawdown duration | IWR AVMC | 23d23d | 49d49d | 239dn/a | 854dn/a |
Trading data
IWR | AVMC | |
Last sale 9/9/2026 at 1:30 PM | $109.94 | $78.47 |
| Previous close 09/08/2026 | $110.95 | $79.35 |
| Consolidated volume 09/08/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 2026
1-year trailing difference
Create an account to view replication metrics
Join for free
AVMC
is actively managed and doesn’t replicate an indexIWR | AVMC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
Advertisement
Main metrics
Last update 9/9/2026 at 1:30 PM
Live
Closed
IWR | AVMC | |
|---|---|---|
| Last price | $109.94 | $78.47 |
| 1D performance | -0.91% | -1.11% |
| AuM | $56.51 B | $498.18 M |
| E/R | 0.18% | 0.18% |
Characteristics
IWR | AVMC | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | iShares | American Century Investments |
| Benchmark | Russell Midcap Index | - |
| N° of holdings | 812 | 597 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 17, 2001 | November 8, 2023 |
| ESG | No | No |
Advertisement
Exposure
Countries
IWR
USA
96.23%
Other
3.77%
AVMC
USA
95.06%
Other
4.94%
Sectors
IWR
Finance
22.01%
Technology
15.73%
Industrials
14.33%
Healthcare
11.14%
Other
36.79%
AVMC
Finance
18.85%
Industrials
15.93%
Technology
13.26%
Healthcare
11.48%
Non-Energy Materi.
7.97%
Consumer Non-Cycl.
7.78%
Other
24.73%
Advertisement
Diversification
IWR
Total weight of top 15 holdings out of 15
8.16%
AVMC
Total weight of top 15 holdings out of 15
9.07%
Top 15 holdings
Data as of July 31, 2026
IWR
Snowflake, Inc.
0.72%
Marathon Petroleum Corp.
0.67%
Cloudflare, Inc.
0.65%
Datadog, Inc.
0.64%
Phillips 66
0.61%
Royal Caribbean Group
0.59%
Simon Property Group, Inc.
0.53%
Digital Realty Trust, Inc.
0.51%
The Allstate Corp.
0.49%
United Rentals, Inc.
0.48%
Robinhood Markets, Inc.
0.48%
Hewlett Packard Enterprise Co.
0.45%
Kinder Morgan, Inc.
0.45%
Warner Bros. Discovery, Inc.
0.44%
Realty Income Corp.
0.44%
AVMC
Western Digital Corp.
1.16%
Devon Energy Corp.
0.69%
Delta Air Lines, Inc.
0.63%
Nucor Corp.
0.60%
Comfort Systems USA, Inc.
0.57%
Cheniere Energy, Inc.
0.57%
State Street Corp.
0.57%
Vistra Corp.
0.55%
eBay, Inc.
0.55%
Ameriprise Financial, Inc.
0.55%
Fifth Third Bancorp
0.54%
Rockwell Automation, Inc.
0.54%
Teradyne, Inc.
0.53%
United Airlines Holdings, Inc.
0.52%
Prudential Financial, Inc.
0.52%
Frequently asked questions about IWR and AVMC
How have the IWR and AVMC ETFs performed in 2026?
As of September 8, 2026, IWR is up 15.8% year-to-date (YTD), while AVMC has returned 13.13%. That puts IWR better performer ahead so far this year.
Which ETF is attracting more investor money: IWR or AVMC?
Year-to-date, the IWR ETF saw +$2.77B in flows, compared to +$206M for AVMC.
Which ETF is more volatile: IWR or AVMC?
Over the past year, IWR had a volatility of 13.65%, while AVMC experienced 13.55%.
Which ETF is bigger: IWR or AVMC?
As of September 8, 2026, IWR holds $56.51 B in assets under management (AUM), while AVMC manages $498.18 M.
What sectors do the IWR and AVMC ETFs invest in?
IWR leans toward sectors like Finance, Technology and Industrials. Meanwhile, AVMC focuses on Finance, Industrials and Technology.
What are the top holdings of the IWR ETF and AVMC ETF?
IWR top holdings include Snowflake, Inc., Marathon Petroleum Corp. and Cloudflare, Inc.. AVMC holds in its top three: Western Digital Corp., Devon Energy Corp. and Delta Air Lines, Inc..
Which ETF is more diversified: IWR or AVMC?
IWR holds 823 securities with 8.16% of its assets in the top 15. AVMC has 605 securities and a top 15 weight of 9.07%.
Advertisement
Advertisement
