AVDV vs SWPPX: 0% overlap

Avantis International Small Cap Value ETF and Schwab S&P 500 Index share 0.4% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Different holding dates. These holdings were published about 2 months apart — AVDV as of 2026-02-28, the rest through 2026-04-30. Each fund is compared using its most recent file, so any trading in between shows up as a difference.

Hold both, 50/50
2.0Effective Funds

You would hold two tickers and get the diversification of 2.0. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
0.4%
AVDV expense ratio
0.36%
SWPPX expense ratio
0.02%

Top shared holdings

AVDV and SWPPX hold 16 of the same securities. The ten contributing most to the overlap figure:

Holdingin AVDVin SWPPXΔ
DIS0.1%0.3%0.2%
WBD0.3%0.1%0.2%
RSG0.4%0.1%0.3%
PRU0.8%0.1%0.7%
EFX0.2%0.0%0.1%
BEN0.1%0.0%0.1%
CASH1.2%0.0%1.2%
ARE0.0%0.0%0.0%
EMR0.0%0.1%0.1%
HUM0.0%0.0%0.0%

Where AVDV and SWPPX differ

Sector weights as a share of each fund, ordered by the size of the gap rather than the size of the sector — two funds that overlap heavily still usually diverge somewhere.

SectorAVDVSWPPXΔ
Information Technology4.8%34.2%29.4pp
Unclassified20.7%2.8%+17.9pp
Materials15.6%1.3%+14.3pp
Industrials18.9%8.1%+10.8pp
Communication Services1.8%11.0%9.1pp
Health Care1.8%8.3%6.4pp
Financials14.1%11.5%+2.6pp
Consumer Staples2.8%4.9%2.1pp

Δ is AVDV minus SWPPX, in percentage points. Sector data is not published by every issuer, so “Unclassified” is a real category rather than a gap in the table.

What each fund holds alone

Only in AVDV
1,630 positions

98.0% of AVDV by weight, held in no part of SWPPX.

Only in SWPPX
486 positions

97.7% of SWPPX by weight, held in no part of AVDV.

A large count with a small weight is the usual shape: the positions one fund adds are typically its smallest ones.

Concentration and cost

AVDVSWPPX
Top 10 holdings9.0%38.3%
Positions held1,646503
Cost per $10,000 held, per year$36$2

Cost is the expense ratio applied to $10,000; it excludes any brokerage commission, bid-ask spread or tax consequence. Figures are facts about the funds, not a suggestion about which to hold.

Frequently asked

How much do AVDV and SWPPX overlap?

AVDV and SWPPX overlap 0.4% by portfolio weight — largely distinct portfolios. They share 16 holdings. The figure comes from current issuer holdings files (AVDV as of 2026-02-28, SWPPX as of 2026-04-30).

How is the overlap between AVDV and SWPPX calculated?

As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If AVDV holds a stock at 6% and SWPPX holds the same stock at 4%, 4% counts as shared. The result is bounded between 0% and 100%, and it is computed after looking through any fund-of-funds to the underlying holdings.

Is it redundant to hold both AVDV and SWPPX?

That depends on your goals — we state facts, not advice. At 0.4% overlap, each fund still contributes meaningfully distinct exposure.

What does AVDV own that SWPPX doesn't?

AVDV holds 1,646 positions and SWPPX holds 503; 1,630 of AVDV's positions don't appear in SWPPX at all, and they are 98.0% of AVDV by weight.

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Related comparisons

Sources: issuer holdings files, AVDV as of 2026-02-28, SWPPX as of 2026-04-30. Weights are fractions of each fund. Diagnostics, not advice.