Grow it · ETFs

AVSV vs IJR

Compare fees, returns, income and risk for these 2 ASX-listed ETFs side by side.

At a glance

Comparing AVSV and IJR. IJR has the lower management fee at 0.08% a year, AVSV has the higher 1 year return at 16.9% a year, and IJR offers the higher at 1.49%.
Lower fee
IJR 0.08% p.a.
Higher 1 year return
AVSV 16.9% p.a.
Higher yield
IJR 1.49%
Larger fund
IJR $822m

Side-by-side comparison

Metric AVSV
Avantis Global Small Cap Value Active ETF
IJR
iShares S&P Small-Cap ETF
Snapshot
Provider
Avantis
iShares
Tracks index
MSCI World Small Cap Value Index
S&P SmallCap 600 Index
Categories
Intl, Small-Cap, Factor, Value
US, Small-Cap, Market-Cap
Listed since
2024 (2 yrs)
2007 (19 yrs)
Fund size (AUM)
$102m
$822m
Cost & income
Management fee
0.49%
0.08%
Dividend yield
0%
1.49%
Franking
0%
0%
Turnover
40%
15%
Tax drag 0.96% 0.84%
Returns
Tax bracket
1-year return
16.9%
net
10.3%
net
3-year return
—
11.7%
net
5-year return
—
6.7%
net
10-year return
—
10.6%
net
Risk
Volatility (3y)
—
17.5%
Volatility (5y)
—
17.1%
Volatility (10y)
—
17.8%
Sharpe ratio (3y)
—
0.48
Sharpe ratio (5y)
—
0.27
Sharpe ratio (10y)
—
0.53
Bid/ask spread
—
—

marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.

Each fund at a glance

AVSV Avantis Global Small Cap Value Active ETF
  • Top-16% returns over 1 year (52nd of 318 ETFs we track).
  • Cheaper alternatives exist: IJR, VVLU, and VISM.
IJR iShares S&P Small-Cap ETF
  • Low-cost: a 0.08% management fee keeps more of the return in your pocket.
  • Cheaper alternatives exist: VTS and IJH.

Frequently Asked Questions

What's the difference between AVSV vs IJR?

AVSV and IJR are 2 Australian-listed ETFs we compare side by side. IJR carries the lower management fee (0.08%). Over 1 year, AVSV has delivered the higher total return (16.9% a year). The table above breaks down fees, returns, income and risk for each.

Which has the lower fees - AVSV vs IJR?

IJR has the lower management fee at 0.08% a year, versus AVSV 0.49%.

Which has performed higher - AVSV vs IJR?

Over the past 1 year, AVSV has delivered the higher total return at 16.9% a year. Past performance is not a reliable indicator of future returns.

Which pays the higher dividend yield?

IJR pays the higher at 1.49%. Remember distributions are taxed each year at your marginal rate.

Which is the larger and most liquid?

IJR is the larger fund by assets ($822m). Larger funds are typically more liquid and trade on tighter spreads.

Related comparisons

General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.

Please confirm?