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AVSC vs SGRW

Avantis U.S. Small Cap Equity ETF

AVSCANYSE Arca

Harbor Active Small Cap Growth ETF (SGRW)

SGRWDNYSE Arca

Overlap

Expense ratio

AVSC −0.55pt a year

AVSC0.25%SGRW0.80%

Avg volume · 30D

AVSC 11.0×the volume

AVSC130KSGRW11.8K

AVSC vs SGRW Performance

Jul 31, 2026 – Oct 30, 2026

−1.2%AVSC−1.1%SGRW

Jul 31, 2026 to Oct 30, 2026. AVSC −1.2%. SGRW −1.1%. Use the arrow keys to read each point.−5%2.5%5%7.5%10%Jul 2026Sep 2026Oct 2026
Expense ratio
AVSC 0.25%, better
SGRW 0.80%
Fund size
AVSC $3.2B
SGRW $27M
1Y total return
AVSC +25.8%
SGRW No data
Yield (12M)
AVSC 0.98%
SGRW No data
Holdings
AVSC 1540
SGRW 129
Avg volume (30D)
AVSC 130K sh, better
SGRW 11.8K sh
NAV per share
AVSC $71.24
SGRW $24.08
52W range

ETF.net Grade

AVSC: Cost 100, Risk 60, Mission not scored, Tradability 90, Holdings 93, Durability 86. SGRW: Cost 14, Risk 22, Mission not scored, Tradability 55, Holdings 45, Durability 46.
Pillar letters and Scores for AVSC, SGRW, with each pillar’s weight
PillarAVSCSGRW
Cost30% weightA100HigherF14
Mission25% weightNot scoredNot scored
Risk15% weightB60HigherF22
Tradability15% weightA90HigherB55
Holdings10% weightA93HigherC45
Durability5% weightA86HigherC46

Rank among US Active Small-Cap funds

Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. AVSC and SGRW are both graded against the same 39 US Active Small-Cap funds, so their Grades compare head to head.

US Active Small-Cap⁠

Category · 39 funds
See all 39 ›

AVSC ranks 1st and SGRW 30th of 39 funds in the US Active Small-Cap Category.

  1. Rank 1AAVSCAvantis U.S. Small Cap Equity ETFScore 88
  2. Rank 2AFESMFidelity Enhanced Small Cap ETFScore 85
  3. Rank 30DLITLSimplify Piper Sandler US Small-Cap PLUS Income ETFScore 29
  4. Rank 30DSGRWHarbor Active Small Cap Growth ETF (SGRW)Score 29
  5. Rank 30DSSCPSMART Small Cap ETFScore 29

Our read on each fund

ETF.net Research

AVSCAAvantis U.S. Small Cap Equity ETF

SGRWDHarbor Active Small Cap Growth ETF (SGRW)

In short

AVSC Avantis's whole-field small cap fund: roughly 1,500 US small companies in one ticker, run by the manager's own rules rather than a published index, at 0.25% a year.

SGRW Harbor rents talent instead of building it: SGRW hands a US small-cap growth portfolio to Granahan, a boutique that has done nothing but small-cap growth for three decades. Real stock picking in an ETF wrapper, priced like a stock picker.

Stated mandate

AVSC The fund seeks long-term capital appreciation and invests primarily in a diversified group of U.S. small-cap companies across market sectors and industries, with at least 80% of assets normally invested in U.S. small-cap equity securities.

SGRW The Fund seeks long-term growth of capital.

Why people hold it

  • AVSC 0.25% a year versus a 0.52% median for active US small-cap funds. Less than half the going rate for a hands-on manager.
  • Roughly 1,500 holdings spread across sectors and industries, so one small-cap blowup barely dents the fund.
  • One of the strongest all-round implementations in the active US small-cap group on cost, portfolio build and ease of trading.
  • Pays quarterly, trades with steady daily volume, and pulled in over a billion dollars since its 2022 launch.
  • SGRW Subadvised by Granahan, a firm that has specialized exclusively in small-cap growth for more than three decades and looks for emerging growth companies early in their life cycle.yahoo.com
  • A plain mandate, plainly stated: long-term growth of capital from US companies, run as a standard 1940 Act ETF with no leverage or options machinery bolted on.
  • Fundamental, team-based stock selection rather than a rules screen, delivered through Harbor's long-running model of packaging boutique managers into funds and ETFs.yahoo.com

Worth knowing

  • AVSC Undiluted small-cap equity, kept at least 80% invested in the asset class. It rides the small-cap cycle with deeper swings than a large-cap fund.
  • No declared index to check it against. The manager's stock-selection rules are the product, so you are buying a process, not a published benchmark.
  • Its sibling AVUV works the value slice of the same universe at the same 0.25%. Own both and you are doubling up on overlapping small-cap names.
  • SGRW The 0.80% fee sits above the active small-cap median (0.52%) and roughly triple systematic peers AVSC and AVUV at 0.25%, so the stock picking carries a higher bar.
  • Launched in January 2026, and the fund's own disclosures flag its limited operating history. Trading is thin next to the category's index giants, so the spread is part of the cost.yahoo.com
  • Small-cap growth is a bumpy corner of the market, and the fund's disclosures note the growth style can sit out of favor for long stretches.yahoo.com

Full AVSC profile⁠

Full SGRW profile⁠

AVSC vs SGRW Holdings

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

AVSC vs SGRW Cost

Overpaying SGRW vs AVSC

$10,187

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • AVSC 0.25%

    $5,159

  • SGRW 0.80%

    $15,346

$10,000
30 years

Cost over time

  • AVSC 0.25%
  • SGRW 0.80%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K$20K051015202530SGRW $15,346AVSC $5,159

Year by year

YearAVSCSGRWOverpaying
10$455$1,422$967
20$1,769$5,393$3,624
30$5,159$15,346$10,187

Expense ratio

  • 0.25%AVSC, cheaper
  • 0.80%SGRW
  • Middle half of US Active Small-Cap funds
  • Median 0.55%

AVSC cheapest of 39 funds

SGRW 34th cheapest of 39 funds

AVSC vs SGRW Dividends

Last 12 months to Oct 30, 2026
Yield (12M)
AVSC 0.98%
SGRW No data
Payout (12M)
AVSC $0.70
SGRW None
Last payment
AVSC $0.21
SGRW No data
Ex-dividend
AVSC Sep 8, 2026
SGRW No data
Paid on
AVSC Sep 10, 2026
SGRW No data
Frequency
AVSC Quarterly
SGRW No data

Distribution history

Per share, 2022 to 2026, same scale for both

AVSCQuarterly · 19 paymentsAll AVSC payments⁠
One bar per payment. 19 payments from 2022 to 2026 YTD. Mar 22, 2022 $0.07; Jun 21, 2022 $0.09; Sep 20, 2022 $0.16; Dec 15, 2022 $0.15; Mar 23, 2023 $0.13; Jun 20, 2023 $0.13; Sep 21, 2023 $0.17; Dec 18, 2023 $0.16; Mar 21, 2024 $0.13; Jun 24, 2024 $0.19; Sep 23, 2024 $0.12; Dec 17, 2024 $0.20; Mar 25, 2025 $0.14; Jun 24, 2025 $0.18; Sep 23, 2025 $0.18; Dec 16, 2025 $0.19; Mar 10, 2026 $0.09; Jun 9, 2026 $0.22; Sep 8, 2026 $0.21. Use the arrow keys to read each point.$0$0.2520232026YTD
SGRWAll SGRW payments⁠

No distribution history available.

AVSC vs SGRW Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

VolatilityStd dev, 3 years
AVSC 19.3%SGRW No data
Return per unit of riskSharpe ratio, 3 years
AVSC 0.86SGRW No data
Worst fallMax drawdown, 5 years
AVSC −28.4%since Jan 2022SGRW No data
Market sensitivityBeta, 5 years
AVSC 1.04SGRW 1.49

AVSC and SGRW in the news

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