AVDE vs DFIC overlap - what they share and where they differ

AVDE and DFIC share 34.9% of their weight across 554 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

AVDE and DFIC

34.9%

554 shared positions

AVDE

Avantis International Equity ETF

Reported positions cover 98% of the fund, 1,568 positions · May 31, 2026

Top 10: 7.6%·Holdings of AVDE

DFIC

Dimensional International Core Equity 2 ETF

Reported positions cover 90% of the fund, 1,937 positions · Apr 30, 2026

Top 10: 6.4%·Holdings of DFIC

Reported positions cover AVDE 98%, DFIC 90% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

DFIC vs AVDE side by side

AVDEAvantis International Equity ETF

1,568

stock positions reported to the SEC

48.1% of its weight is in 1,014 names DFIC does not hold

DFICDimensional International Core Equity 2 ETF

1,937

stock positions reported to the SEC

47.6% of its weight is in 1,383 names AVDE does not hold

Where each fund's weight sits

AVDE
DFIC
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Financial Services
8.5%
6.2%
Basic Materials
4.2%
3.6%
Technology
3.8%
1.7%
Energy
3.4%
2.8%
Healthcare
2.5%
1.7%

The widest gap is Financial Services: AVDE has 2.3 points more of it.

The figures side by side

AVDEDFIC
Filing dateMay 31, 2026Apr 30, 2026
Stock positions reported1,5681,937
Weight of the ten largest7.6%6.4%
Largest positionASML 1.3%NODK 1.2%
Held alone1,014 positions, 48.1%1,383 positions, 47.6%
Covered by stock positions98%90%

Holdings they share

StockIn AVDEIn DFICCounted
NODKNippon Air Conditioning Services Co Ltd0.99%1.19%0.99%
ROCHE HOLDING AG0.98%0.53%0.53%
RIORio Tinto Ltd0.52%0.52%0.52%
AZNAstraZeneca PLC0.48%0.46%0.46%
TMToyota Motor Corp0.46%0.56%0.46%
TTETotalEnergies SE0.46%0.82%0.46%
DEUTSCHE TELEKOM AG0.49%0.45%0.45%
MUFGMitsubishi Corp0.53%0.45%0.45%
BHPBHP Group Ltd0.59%0.42%0.42%
RYRoyal Bank of Canada0.41%0.81%0.41%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in AVDE

SHELShell PLC0.83%
MITSUI KINZOKU CO LTD0.49%
SOFTBANK GROUP CORP0.47%
ING GROEP NV0.41%
ADVANTEST CORP0.37%
BANCO SANTANDER SA0.37%
FUJIKURA LTD0.35%
RWE AG0.34%
REPSOL SA0.33%
UNICREDIT SPA0.32%

Only in DFIC

NESTLE S.A.0.63%
BAYER AKTIENGESELLSCHAFT0.34%
UNICREDIT, SOCIETA PER AZIONI0.34%
EENI S.P.A.0.31%
HITACHI, LTD.0.31%
SIEMENS AKTIENGESELLSCHAFT0.29%
COMPAGNIE DE SAINT-GOBAIN SA0.28%
ADVANTEST CORPORATION0.25%
MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AKTIENGESELLSCHAFT IN MUENCHEN0.25%
AKTIEBOLAGET VOLVO0.24%

Questions people ask

Is AVDE the same as DFIC?

34.9% of their weight sits in the same 554 holdings. AVDE also reports SHEL, MITSUI KINZOKU CO LTD, SOFTBANK GROUP CORP, which the other does not. DFIC also reports NESTLE S.A., BAYER AKTIENGESELLSCHAFT, UNICREDIT, SOCIETA PER AZIONI, which the other does not.

How is the overlap between AVDE and DFIC measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 98% of AVDE and 90% of DFIC, so the number cannot exceed the smaller coverage.

Which holds more, DFIC or AVDE?

AVDE reports 1,568 stock positions and DFIC reports 1,937. 48.1% of AVDE's weight sits in names DFIC does not hold, and 47.6% of DFIC's weight in names AVDE does not hold. The ten largest positions are 7.6% of AVDE and 6.4% of DFIC.

How do AVDE and DFIC differ by sector?

The widest gap is Financial Services: AVDE has 2.3 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.