AVDV vs VT: 3% overlap

Avantis International Small Cap Value ETF and Vanguard Total World Stock ETF share 3.1% 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 4 months apart — AVDV as of 2026-02-28, the rest through 2026-06-30. 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
3.1%
AVDV expense ratio
0.36%
VT expense ratio
0.06%

Top shared holdings

AVDV and VT hold 1,075 of the same securities. The ten contributing most to the overlap figure:

Holdingin AVDVin VTΔ
CASH1.2%1.0%0.2%
DIS0.1%0.1%0.0%
AIR0.1%0.1%0.0%
PRU0.8%0.1%0.7%
RMS0.5%0.1%0.4%
WBD0.3%0.1%0.2%
ORA0.1%0.0%0.1%
RSG0.4%0.0%0.4%
III0.0%0.0%0.0%
AV-0.0%0.0%0.0%

Where AVDV and VT 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.

SectorAVDVVTΔ
Information Technology4.8%30.1%25.3pp
Unclassified20.7%3.8%+17.0pp
Materials15.6%3.3%+12.3pp
Industrials18.9%11.5%+7.4pp
Health Care1.8%7.7%5.9pp
Communication Services1.8%7.0%5.1pp
Energy5.1%3.0%+2.1pp
Consumer Discretionary10.6%8.6%+2.0pp

Δ is AVDV minus VT, 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
571 positions

10.8% of AVDV by weight, held in no part of VT.

Only in VT
8,525 positions

95.9% of VT 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

AVDVVT
Top 10 holdings9.0%20.5%
Positions held1,6469,600
Cost per $10,000 held, per year$36$6

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 VT overlap?

AVDV and VT overlap 3.1% by portfolio weight — largely distinct portfolios. They share 1,075 holdings. The figure comes from current issuer holdings files (AVDV as of 2026-02-28, VT as of 2026-06-30).

How is the overlap between AVDV and VT 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 VT 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 VT?

That depends on your goals — we state facts, not advice. At 3.1% overlap, each fund still contributes meaningfully distinct exposure.

What does AVDV own that VT doesn't?

AVDV holds 1,646 positions and VT holds 9,600; 571 of AVDV's positions don't appear in VT at all, and they are 10.8% of AVDV by weight.

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Related comparisons

Sources: issuer holdings files, AVDV as of 2026-02-28, VT as of 2026-06-30. Weights are fractions of each fund. Diagnostics, not advice.