AVTM vs IQSU
Avantis Total Equity Markets ETF vs NYLIM Candriam US Large Cap Equity ETF
Which is better, AVTM or IQSU?
IQSU costs less.
IQSU has a lower expense ratio. AVTM is less concentrated, with 40.3% of the fund in its ten largest positions against 43.3%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | AVTM | IQSU |
|---|---|---|
| Expense Ratio | 0.22% | 0.09%Best |
| AUM | - | $354M |
| Dividend Yield | - | 0.91% |
| Holdings | 3,399 | 264 |
| YTD Return | +10.34% | +15.73%Best |
| 1Y Return | - | +20.02% |
| 3Y Return (annualized) | - | +19.22% |
| 5Y Return (annualized) | - | +11.67% |
| Top 10 Weight | 40.3%Best | 43.3% |
| Fund Family | Avantis Investors | New York Life Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jan 29, 2026 | Dec 17, 2019 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
AVTM vs IQSU growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
AVTM vs IQSU Performance
Avantis Total Equity Markets ETF (AVTM) is an ETF from Avantis Investors and NYLIM Candriam US Large Cap Equity ETF (IQSU) is an ETF from New York Life Investments. Year to date, AVTM is up 10.34% versus a gain of 15.73% for IQSU.
Past performance does not guarantee future results.
Fees and Cost Over Time
AVTM charges 0.22% per year while IQSU charges 0.09%. On a $10,000 position that is $22 vs $9 annually, a gap of $13 per year that compounds over a long holding period.
Holdings Overlap
38.9% of AVTM's money is in holdings IQSU also owns. 91.0% of IQSU's money is in holdings AVTM also owns.
Most of IQSU is already inside AVTM. Owning both mostly buys the same companies twice.
206 positions in common, counted across the 947 positions we hold weights for in AVTM and 269 in IQSU, against full books of 3,399 and 264.
What only one of them owns
Our book lists 58 positions for IQSU that do not appear in our book for AVTM (8.2% of the fund), and 468 for AVTM that do not appear in IQSU (56.0%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in AVTM | Weight in IQSU | Difference |
|---|---|---|---|
| AAPLApple, Inc | 4.67% | 10.22% | 5.55% |
| MSFTMicrosoft Corp | 3.29% | 5.46% | 2.17% |
| AMZNAmazon.Com Inc | 2.17% | 4.78% | 2.61% |
| GOOGAlphabet Inc. C | 2.36% | 4.53% | 2.17% |
| GOOGLAlphabet Inc | 1.17% | 5.24% | 4.07% |
| MUMicron Technology, Inc. | 1.46% | 3.33% | 1.87% |
| TSLATesla Inc | 0.41% | 3.40% | 2.99% |
| AMDAdvanced Micro Devices Inc | 0.41% | 3.06% | 2.65% |
| VVisa Inc Class A | 0.98% | 1.70% | 0.72% |
| AMATApplied Materials, Inc. | 0.94% | 1.26% | 0.32% |
91.0% of IQSU is already inside AVTM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AVTM or IQSU?
AVTM has an expense ratio of 0.22% while IQSU charges 0.09%. IQSU is the cheaper option, by $13 a year on a $10,000 investment.
What is the holdings overlap between AVTM and IQSU?
91.0% of IQSU's money is in holdings AVTM also owns. 91.0% of IQSU's is in holdings AVTM also owns. They hold 206 positions in common, counted across the 947 positions we hold weights for in AVTM and 269 in IQSU.
Is IQSU better than AVTM?
IQSU has a lower expense ratio. AVTM is less concentrated, with 40.3% of the fund in its ten largest positions against 43.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.