AVUV vs FSKAX: 2% overlap

Avantis U.S. Small Cap Value ETF and Fidelity Total Market Index share 2.0% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

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
2.0%
AVUV expense ratio
0.25%
FSKAX expense ratio
0.01%

Top shared holdings

AVUV and FSKAX hold 684 of the same securities. The ten contributing most to the overlap figure:

Holdingin AVUVin FSKAXΔ
CASH0.3%0.7%0.4%
MLI0.3%0.0%0.3%
FIVE1.0%0.0%1.0%
WTFC0.0%0.0%0.0%
IDCC0.0%0.0%0.0%
BPOP0.1%0.0%0.1%
R0.6%0.0%0.6%
COLB0.5%0.0%0.4%
SANM0.2%0.0%0.2%
FLR0.0%0.0%0.0%

Where AVUV and FSKAX 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.

SectorAVUVFSKAXΔ
Information Technology5.4%29.9%24.5pp
Energy16.8%3.5%+13.4pp
Financials24.1%12.2%+11.9pp
Industrials17.3%9.6%+7.7pp
Communication Services2.3%9.7%7.4pp
Consumer Discretionary16.9%9.6%+7.3pp
Health Care3.5%9.8%6.3pp
Materials4.4%1.8%+2.6pp

Δ is AVUV minus FSKAX, 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 AVUV
90 positions

13.6% of AVUV by weight, held in no part of FSKAX.

Only in FSKAX
3,069 positions

98.1% of FSKAX by weight, held in no part of AVUV.

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

Concentration and cost

AVUVFSKAX
Top 10 holdings8.5%32.1%
Positions held7743,754
Cost per $10,000 held, per year$25$1

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 AVUV and FSKAX overlap?

AVUV and FSKAX overlap 2.0% by portfolio weight — largely distinct portfolios. They share 684 holdings. The figure comes from current issuer holdings files (AVUV as of 2026-02-28, FSKAX as of 2026-02-28).

How is the overlap between AVUV and FSKAX calculated?

As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If AVUV holds a stock at 6% and FSKAX 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 AVUV and FSKAX?

That depends on your goals — we state facts, not advice. At 2.0% overlap, each fund still contributes meaningfully distinct exposure.

What does AVUV own that FSKAX doesn't?

AVUV holds 774 positions and FSKAX holds 3,754; 90 of AVUV's positions don't appear in FSKAX at all, and they are 13.6% of AVUV by weight.

You probably hold more than two funds

This page compares AVUV and FSKAX. Paste your whole portfolio — brokerage, 401(k), IRA — and see the overlap across every fund at once, plus what you actually own underneath them and your own Effective Funds number. Free, no account, nothing stored.

X-ray my portfolio — free →

Watch AVUV vs FSKAX

We re-read both funds’ published holdings every weeknight. Leave an address and we'll tell you when what's inside actually changes.

Not sending yet — email alerts are built but switched off, and you'll be among the first when they turn on. No spam, one-click unsubscribe.

Related comparisons

Sources: issuer holdings files, AVUV as of 2026-02-28, FSKAX as of 2026-02-28. Weights are fractions of each fund. Diagnostics, not advice.