AVDV vs GDX overlap - what they share and where they differ

AVDV and GDX share 6.1% of their weight across 22 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.

AVDV and GDX

6.1%

22 shared positions

AVDV

Avantis International Small Cap Value ETF

Reported positions cover 99% of the fund, 1,097 positions · May 31, 2026

Top 10: 9.9%·Holdings of AVDV

GDX

VanEck Gold Miners ETF

Reported positions cover 100% of the fund, 61 positions · Jun 30, 2026

Top 10: 58.6%·Holdings of GDX

Reported positions cover AVDV 99%, GDX 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

GDX vs AVDV side by side

AVDVAvantis International Small Cap Value ETF

1,097

stock positions reported to the SEC

92.7% of its weight is in 1,075 names GDX does not hold

GDXVanEck Gold Miners ETF

61

stock positions reported to the SEC

84.6% of its weight is in 39 names AVDV does not hold

Where each fund's weight sits

AVDV
GDX
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Basic Materials
5.0%
74.5%
Financial Services
3.2%
2.6%
Real Estate
0.0%
2.8%
Industrials
1.5%
0.0%
Technology
1.1%
0.0%
Energy
1.1%
0.0%

The widest gap is Basic Materials: GDX has 69.5 points more of it.

The figures side by side

AVDVGDX
Filing dateMay 31, 2026Jun 30, 2026
Stock positions reported1,09761
Weight of the ten largest9.9%58.6%
Largest positionNODK 2.4%AEM 10.7%
Held alone1,075 positions, 92.7%39 positions, 84.6%
Covered by stock positions99%100%

Holdings they share

StockIn AVDVIn GDXCounted
OGCOceanaGold Corp0.62%0.95%0.62%
PERSEUS MINING LTD0.62%0.62%0.62%
CDECoeur Mining Inc0.61%2.38%0.61%
BTGB2Gold Corp0.59%0.80%0.59%
RGSRegis Resources Ltd0.49%0.44%0.44%
IAGIAMGOLD Corp0.38%1.37%0.38%
EGOEldorado Gold Corp0.33%1.31%0.33%
RAMELIUS RESOURCES LTD0.33%0.57%0.33%
CGAUCenterra Gold Inc0.32%0.46%0.32%
HOCHSCHILD MINING PLC0.32%0.33%0.32%

What each holds alone

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

Only in AVDV

NODKNisso Holdings Co Ltd2.36%
AT&S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AG1.70%
MITSUI KINZOKU CO LTD1.37%
CLAL INSURANCE ENTERPRISES HOLDINGS LTD0.74%
HBMHudbay Minerals Inc0.67%
WHITEHAVEN COAL LTD0.61%
HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD0.56%
JOHNSON MATTHEY PLC0.56%
SAIPEM SPA0.54%
SESSES SA0.54%

Only in GDX

AEMAgnico Eagle Mines Ltd10.67%
NEMNewmont Corp10.41%
BBarrick Mining Corp7.95%
WPMWheaton Precious Metals Corp5.60%
AUAnglogold Ashanti Plc5.04%
FNVFranco-Nevada Corp4.89%
KGCKinross Gold Corp4.39%
GFIGold Fields Ltd4.07%
PAASPan American Silver Corp2.97%
NTRSNorthern Star Resources Ltd2.63%

Questions people ask

Is AVDV the same as GDX?

6.1% of their weight sits in the same 22 holdings. AVDV also reports NODK, AT&S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AG, MITSUI KINZOKU CO LTD, which the other does not. GDX also reports AEM, NEM, B, which the other does not.

How is the overlap between AVDV and GDX measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 99% of AVDV and 100% of GDX, so the number cannot exceed the smaller coverage.

Which holds more, GDX or AVDV?

AVDV reports 1,097 stock positions and GDX reports 61. 92.7% of AVDV's weight sits in names GDX does not hold, and 84.6% of GDX's weight in names AVDV does not hold. The ten largest positions are 9.9% of AVDV and 58.6% of GDX.

How do AVDV and GDX differ by sector?

The widest gap is Basic Materials: GDX has 69.5 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.