AVUV vs VT: 1% overlap

Avantis U.S. Small Cap Value ETF and Vanguard Total World Stock ETF share 1.3% 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 — AVUV 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
1.3%
AVUV expense ratio
0.25%
VT expense ratio
0.06%

Top shared holdings

AVUV and VT hold 258 of the same securities. The ten contributing most to the overlap figure:

Holdingin AVUVin VTΔ
CASH0.3%1.0%0.7%
CNR0.2%0.1%0.1%
EBS0.1%0.0%0.0%
AD0.1%0.0%0.1%
VAL0.6%0.0%0.6%
TRN0.4%0.0%0.4%
ABG0.1%0.0%0.1%
MLI0.3%0.0%0.3%
SLM0.4%0.0%0.4%
SANM0.2%0.0%0.2%

Where AVUV 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.

SectorAVUVVTΔ
Information Technology5.4%30.1%24.7pp
Energy16.8%3.0%+13.8pp
Financials24.1%14.9%+9.2pp
Consumer Discretionary16.9%8.6%+8.2pp
Industrials17.3%11.5%+5.9pp
Communication Services2.3%7.0%4.7pp
Health Care3.5%7.7%4.2pp
Utilities0.9%2.5%1.6pp

Δ is AVUV 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 AVUV
516 positions

30.9% of AVUV by weight, held in no part of VT.

Only in VT
9,342 positions

97.9% of VT 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

AVUVVT
Top 10 holdings8.5%20.5%
Positions held7749,600
Cost per $10,000 held, per year$25$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 AVUV and VT overlap?

AVUV and VT overlap 1.3% by portfolio weight — largely distinct portfolios. They share 258 holdings. The figure comes from current issuer holdings files (AVUV as of 2026-02-28, VT as of 2026-06-30).

How is the overlap between AVUV and VT 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 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 AVUV and VT?

That depends on your goals — we state facts, not advice. At 1.3% overlap, each fund still contributes meaningfully distinct exposure.

What does AVUV own that VT doesn't?

AVUV holds 774 positions and VT holds 9,600; 516 of AVUV's positions don't appear in VT at all, and they are 30.9% of AVUV by weight.

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Related comparisons

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