Screened small-cap ETF AVUV outperforms broad Russell 2000 ETF IWM year-to-date and over five years.

The Avantis U.S. Small Cap Value ETF (AVUV), which screens for cheaper and more profitable small-cap stocks, has outperformed the iShares Russell 2000 ETF (IWM) year-to-date, over one year, and over five years. Unlike IWM, which holds all Russell 2000 companies regardless of profitability, AVUV filters out unprofitable and heavily indebted firms, focusing on value and profitability. Although AVUV charges a slightly higher fee, its strategy has delivered significantly higher returns, especially over the five-year period. Investors should consider tax implications when switching funds and weigh their tolerance for periods of underperformance in growth-led rallies.

As of Oct 02, 2026 04:22 WIB, AVUV is trading at USD 119.06 with a 1-day gain of 1.10%, while IWM is priced at USD 279.41, up 0.56% on the day. AVUV's market cap stands at $30.38 billion compared to IWM's $77.54 billion. On Pluang, AVUV shows a higher buy interest with 80% buy orders versus IWM's 97%, highlighting active investor engagement in these small-cap ETFs. The notable figure is AVUV's 1.10% daily increase, the stronger move between the two funds.