IWS vs. AVMV
Compare and contrast key facts about iShares Russell Mid-Cap Value ETF (IWS) and Avantis U.S. Mid Cap Value ETF (AVMV).
IWS and AVMV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IWS is a passively managed fund by iShares that tracks the performance of the Russell Midcap Value Index. It was launched on Jul 17, 2001. AVMV is an actively managed fund by Avantis. It was launched on Nov 7, 2023.
Performance
IWS vs. AVMV - Performance Comparison
Loading graphics...
IWS vs. AVMV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IWS iShares Russell Mid-Cap Value ETF | 3.65% | 10.82% | 12.91% | 15.12% |
AVMV Avantis U.S. Mid Cap Value ETF | 4.44% | 10.46% | 18.43% | 15.56% |
Returns By Period
In the year-to-date period, IWS achieves a 3.65% return, which is significantly lower than AVMV's 4.44% return.
IWS
- 1D
- 2.43%
- 1M
- -5.01%
- YTD
- 3.65%
- 6M
- 5.15%
- 1Y
- 17.51%
- 3Y*
- 12.94%
- 5Y*
- 7.47%
- 10Y*
- 9.51%
AVMV
- 1D
- 2.06%
- 1M
- -3.81%
- YTD
- 4.44%
- 6M
- 8.31%
- 1Y
- 22.14%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IWS vs. AVMV - Expense Ratio Comparison
IWS has a 0.23% expense ratio, which is higher than AVMV's 0.20% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
IWS vs. AVMV — Risk / Return Rank
IWS
AVMV
IWS vs. AVMV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell Mid-Cap Value ETF (IWS) and Avantis U.S. Mid Cap Value ETF (AVMV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| IWS | AVMV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 1.08 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.61 | -0.17 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 1.58 | -0.20 |
Martin ratioReturn relative to average drawdown | 6.34 | 6.84 | -0.50 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| IWS | AVMV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 1.08 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 1.16 | -0.75 |
Correlation
The correlation between IWS and AVMV is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IWS vs. AVMV - Dividend Comparison
IWS's dividend yield for the trailing twelve months is around 1.48%, more than AVMV's 1.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWS iShares Russell Mid-Cap Value ETF | 1.48% | 1.53% | 1.50% | 1.76% | 1.93% | 1.39% | 1.87% | 1.97% | 2.53% | 1.96% | 2.10% | 2.14% |
AVMV Avantis U.S. Mid Cap Value ETF | 1.09% | 1.20% | 1.30% | 0.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IWS vs. AVMV - Drawdown Comparison
The maximum IWS drawdown since its inception was -62.40%, which is greater than AVMV's maximum drawdown of -24.24%. Use the drawdown chart below to compare losses from any high point for IWS and AVMV.
Loading graphics...
Drawdown Indicators
| IWS | AVMV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.40% | -24.24% | -38.16% |
Max Drawdown (1Y)Largest decline over 1 year | -13.33% | -14.47% | +1.14% |
Max Drawdown (5Y)Largest decline over 5 years | -21.23% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -43.83% | — | — |
Current DrawdownCurrent decline from peak | -5.29% | -5.08% | -0.21% |
Average DrawdownAverage peak-to-trough decline | -8.07% | -4.08% | -3.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 3.34% | -0.45% |
Volatility
IWS vs. AVMV - Volatility Comparison
iShares Russell Mid-Cap Value ETF (IWS) has a higher volatility of 5.38% compared to Avantis U.S. Mid Cap Value ETF (AVMV) at 4.83%. This indicates that IWS's price experiences larger fluctuations and is considered to be riskier than AVMV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| IWS | AVMV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.38% | 4.83% | +0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 10.14% | 10.77% | -0.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.29% | 20.68% | -2.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.33% | 18.39% | -1.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.35% | 18.39% | +0.96% |