AVDV vs VWO: 2% overlap

Avantis International Small Cap Value ETF and Vanguard FTSE Emerging Markets ETF share 1.7% 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
1.7%
AVDV expense ratio
0.36%
VWO expense ratio
0.06%

Top shared holdings

AVDV and VWO hold 74 of the same securities. The ten contributing most to the overlap figure:

Holdingin AVDVin VWOΔ
CASH1.2%4.2%3.0%
67700.4%0.1%0.3%
99870.1%0.1%0.0%
30360.1%0.0%0.0%
34430.0%0.1%0.1%
31050.0%0.0%0.0%
51100.1%0.0%0.1%
MER0.0%0.0%0.0%
81500.0%0.0%0.0%
33600.1%0.0%0.1%

Where AVDV and VWO 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.

SectorAVDVVWOΔ
Information Technology4.8%31.6%26.8pp
Industrials18.9%5.9%+13.0pp
Unclassified20.7%9.3%+11.4pp
Materials15.6%5.7%+9.9pp
Communication Services1.8%5.4%3.6pp
Financials14.1%17.2%3.1pp
Cash and/or Derivatives1.2%4.2%3.0pp
Consumer Discretionary10.6%7.9%+2.7pp

Δ is AVDV minus VWO, 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
1,572 positions

95.7% of AVDV by weight, held in no part of VWO.

Only in VWO
4,929 positions

94.4% of VWO 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

AVDVVWO
Top 10 holdings9.0%30.3%
Positions held1,6465,003
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 VWO overlap?

AVDV and VWO overlap 1.7% by portfolio weight — largely distinct portfolios. They share 74 holdings. The figure comes from current issuer holdings files (AVDV as of 2026-02-28, VWO as of 2026-06-30).

How is the overlap between AVDV and VWO 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 VWO 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 VWO?

That depends on your goals — we state facts, not advice. At 1.7% overlap, each fund still contributes meaningfully distinct exposure.

What does AVDV own that VWO doesn't?

AVDV holds 1,646 positions and VWO holds 5,003; 1,572 of AVDV's positions don't appear in VWO at all, and they are 95.7% of AVDV by weight.

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Related comparisons

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