AVSC ranks 1st and SGRW 30th of 39 funds in the US Active Small-Cap Category.
AVSC vs SGRW
AVSC −0.55pt a year
0.25%0.80%
AVSC 11.0×the volume
130K11.8K
AVSC vs SGRW Performance
−1.2%−1.1%
- AVSC 0.25%, better
- SGRW 0.80%
- AVSC $3.2B
- SGRW $27M
- AVSC +25.8%
- SGRW
- AVSC 0.98%
- SGRW
- AVSC 1540
- SGRW 129
- AVSC 130K sh, better
- SGRW 11.8K sh
- AVSC $71.24
- SGRW $24.08
ETF.net Grade
| Pillar | AVSC | SGRW |
|---|---|---|
| Cost | A100Higher | F14 |
| Mission | ||
| Risk | B60Higher | F22 |
| Tradability | A90Higher | B55 |
| Holdings | A93Higher | C45 |
| Durability | A86Higher | C46 |
Rank among US Active Small-Cap funds
Same Category. AVSC and SGRW are both graded against the same 39 US Active Small-Cap funds, so their Grades compare head to head.
Our read on each fund
AVSCA
SGRWD
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
Worth knowing
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
Cost over time
Year by year
| Year | AVSC | SGRW | Overpaying |
|---|---|---|---|
| 10 | $455 | $1,422 | $967 |
| 20 | $1,769 | $5,393 | $3,624 |
| 30 | $5,159 | $15,346 | $10,187 |
- 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
- AVSC 0.98%
- SGRW
- AVSC $0.70
- SGRW None
- AVSC $0.21
- SGRW
- AVSC Sep 8, 2026
- SGRW
- AVSC Sep 10, 2026
- SGRW
- AVSC Quarterly
- SGRW
Distribution history
AVSC vs SGRW Risk
Fall from peak · 5 years
Risk facts
- Volatility
- AVSC 19.3%SGRW
- Return per unit of risk
- AVSC 0.86SGRW
- Worst fall
- AVSC −28.4%SGRW
- Market sensitivity
- AVSC 1.04SGRW 1.49
AVSC and SGRW in the news
Popular comparisons
- 0.25% · 0.28%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.80% · 0.28%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.25% · 0.30%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.80% · 0.30%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.25% · 0.33%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.80% · 0.33%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
