AVLV vs DYNF overlap - what they share and where they differ

AVLV and DYNF share 28.6% of their weight across 44 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.

AVLV and DYNF

28.6%

44 shared positions

AVLV

Avantis U.S. Large Cap Value ETF

Reported positions cover 100% of the fund, 246 positions · May 31, 2026

Top 10: 26.9%·Holdings of AVLV

DYNF

iShares U.S. Equity Factor Rotation Active ETF

Reported positions cover 99% of the fund, 164 positions · Apr 30, 2026

Top 10: 45.7%·Holdings of DYNF

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

DYNF vs AVLV side by side

AVLVAvantis U.S. Large Cap Value ETF

246

stock positions reported to the SEC

52.7% of its weight is in 202 names DYNF does not hold

DYNFiShares U.S. Equity Factor Rotation Active ETF

164

stock positions reported to the SEC

50.6% of its weight is in 120 names AVLV does not hold

Where each fund's weight sits

AVLV
DYNF
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
23.9%
49.8%
Financial Services
13.8%
11.1%
Industrials
11.8%
0.0%
Consumer Cyclical
11.7%
7.7%
Energy
7.3%
0.0%
Healthcare
0.0%
6.8%

The widest gap is Technology: DYNF has 25.9 points more of it.

The figures side by side

AVLVDYNF
Filing dateMay 31, 2026Apr 30, 2026
Stock positions reported246164
Weight of the ten largest26.9%45.7%
Largest positionMU 4.6%NVDA 8.6%
Held alone202 positions, 52.7%120 positions, 50.6%
Covered by stock positions100%99%

Holdings they share

StockIn AVLVIn DYNFCounted
AAPLApple Inc3.17%7.71%3.17%
AMZNAmazon.com Inc3.17%4.40%3.17%
LRCXLam Research Corp2.52%2.69%2.52%
METAMeta Platforms Inc2.74%2.48%2.48%
EXXON MOBIL CORP2.58%1.92%1.92%
JPMORGAN CHASE & CO1.78%3.57%1.78%
MSFTMicrosoft Corp1.63%5.32%1.63%
MUMicron Technology Inc4.57%1.35%1.35%
CATCaterpillar Inc2.52%1.27%1.27%
AMATApplied Materials Inc1.06%1.40%1.06%

What each holds alone

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

Only in AVLV

MRKMerck & Co Inc1.75%
TJX COS INC/THE1.52%
COPConocoPhillips1.17%
FLEX LTD1.06%
CSXCSX Corp1.05%
ROSTRoss Stores Inc1.05%
AXPAmerican Express Co1.01%
UPSUnited Parcel Service Inc0.95%
KLACKLA Corp0.93%
EOGEOG Resources Inc0.90%

Only in DYNF

NVDANVIDIA Corp8.57%
AVGOBroadcom Inc3.24%
CSCOCisco Systems Inc2.75%
BRK.ABerkshire Hathaway Inc2.37%
JNJJohnson & Johnson1.91%
TSLATesla Inc1.72%
DUKDuke Energy Corp1.62%
BACBank of America Corp1.58%
PHParker-Hannifin Corp1.50%
CCitigroup Inc1.26%

Questions people ask

Is AVLV the same as DYNF?

28.6% of their weight sits in the same 44 holdings. AVLV also reports MRK, TJX COS INC/THE, COP, which the other does not. DYNF also reports NVDA, AVGO, CSCO, which the other does not.

How is the overlap between AVLV and DYNF measured?

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

Which holds more, DYNF or AVLV?

AVLV reports 246 stock positions and DYNF reports 164. 52.7% of AVLV's weight sits in names DYNF does not hold, and 50.6% of DYNF's weight in names AVLV does not hold. The ten largest positions are 26.9% of AVLV and 45.7% of DYNF.

How do AVLV and DYNF differ by sector?

The widest gap is Technology: DYNF has 25.9 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.