AVUV vs VBR: ETF overlap
Holdings as of May 31, 2026 · SEC fund filings · AVUV source document · VBR source document
These two funds publish on different dates: AVUV as of May 31, 2026, VBR as of June 30, 2026. The overlap figure is stated as of the older of the two, May 31, 2026 — holdings may have changed in the fund with the fresher date since then.
Overlap by weight: for each stock both funds hold, take the smaller of its two weights, then add those up. 15% means about 15 cents of every dollar in one fund is invested in the same companies, at the same size, as the other. The overlap level is PortLens's grouping of that figure, not an industry standard. What is ETF overlap?
AVUV and VBR hold 241 of the same stocks, overlapping by 15.0% of portfolio weight — these funds hold largely different companies. The largest shared position is Viasat Inc (VSAT), at 1.4% of AVUV and 0.2% of VBR.
Top shared holdings
| Company | Ticker | % of AVUV | % of VBR |
|---|---|---|---|
| Viasat Inc | VSAT | 1.39% | 0.25% |
| Ryder System Inc | R | 0.60% | 0.21% |
| Columbia Banking System Inc | COLB | 0.40% | 0.20% |
| EnerSys | ENS | 0.20% | 0.18% |
| Plexus Corp | PLXS | 0.69% | 0.17% |
| Terex Corp | TEX | 0.39% | 0.17% |
| Axis Capital Holdings Ltd | AXS | 0.22% | 0.16% |
| Avnet Inc | AVT | 0.86% | 0.16% |
| Kirby Corp | KEX | 0.40% | 0.16% |
| OneMain Holdings Inc | OMF | 0.23% | 0.16% |
Fund facts
| AVUV | VBR | |
|---|---|---|
| Fund | Avantis US Small Cap Value ETF | Vanguard Morningstar Small-Cap Value ETF |
| Style | Blend | Blend |
| Assets | — | — |
| Beta | 0.80 | 0.81 |
| Top sectors | — | — |
Computed from 795 listed holdings of AVUV (100% of the fund) and 839 of VBR ( 100%). How this is computed: methodology. Informational only, not investment advice — see disclosures.
This figure compares two funds only. A free scan adds up your own funds and stocks by company and shows how much of your money it could open up. Up to 20 holdings, no account needed.
Scan your portfolio →