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

AVLV and KIE share 7.7% of their weight across 24 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 KIE

7.7%

24 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

KIE

State Street(R) SPDR(R) S&P(R) Insurance ETF

Reported positions cover 100% of the fund, 53 positions · Jun 30, 2026

Top 10: 20.5%·Holdings of KIE

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

KIE vs AVLV side by side

AVLVAvantis U.S. Large Cap Value ETF

246

stock positions reported to the SEC

92.1% of its weight is in 222 names KIE does not hold

KIEState Street(R) SPDR(R) S&P(R) Insurance ETF

53

stock positions reported to the SEC

55.1% of its weight is in 29 names AVLV does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Financial Services
13.8%
88.9%
Technology
23.9%
0.0%
Industrials
11.8%
0.0%
Consumer Cyclical
11.7%
0.0%
Healthcare
0.0%
9.0%
Energy
7.3%
0.0%

The widest gap is Financial Services: KIE has 75.1 points more of it.

The figures side by side

AVLVKIE
Filing dateMay 31, 2026Jun 30, 2026
Stock positions reported24653
Weight of the ten largest26.9%20.5%
Largest positionMU 4.6%BWIN 2.5%
Held alone222 positions, 92.1%29 positions, 55.1%
Covered by stock positions100%100%

Holdings they share

StockIn AVLVIn KIECounted
PGRProgressive Corp/The1.04%1.92%1.04%
TRAVELERS COS INC/THE0.89%1.95%0.89%
ALLAllstate Corp/The0.74%1.91%0.74%
HIGHartford Insurance Group Inc/The0.60%1.84%0.60%
METMetLife Inc0.57%1.76%0.57%
AIGAmerican International Group Inc0.55%1.78%0.55%
PRUPrudential Financial Inc0.45%1.84%0.45%
ACGLArch Capital Group Ltd0.44%1.90%0.44%
CBChubb Ltd0.44%1.85%0.44%
PFGPrincipal Financial Group Inc0.32%1.77%0.32%

What each holds alone

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

Only in AVLV

MUMicron Technology Inc4.57%
AAPLApple Inc3.17%
AMZNAmazon.com Inc3.17%
METAMeta Platforms Inc2.74%
EXXON MOBIL CORP2.58%
CATCaterpillar Inc2.52%
LRCXLam Research Corp2.52%
COSTCostco Wholesale Corp2.05%
JPMORGAN CHASE & CO1.78%
MRKMerck & Co Inc1.75%

Only in KIE

BWINBaldwin Insurance Group Inc/The2.46%
SKWDSkyward Specialty Insurance Group Inc2.13%
LMNDLemonade Inc2.09%
PLMRPalomar Holdings Inc2.00%
CINFCincinnati Financial Corp1.99%
RLIRLI Corp1.96%
KMPRKemper Corp1.95%
RYANRyan Specialty Holdings Inc1.95%
BROBrown & Brown Inc1.91%
ORIOld Republic International Corp1.91%

Questions people ask

Is AVLV the same as KIE?

7.7% of their weight sits in the same 24 holdings. AVLV also reports MU, AAPL, AMZN, which the other does not. KIE also reports BWIN, SKWD, LMND, which the other does not.

How is the overlap between AVLV and KIE 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 100% of KIE, so the number cannot exceed the smaller coverage.

Which holds more, KIE or AVLV?

AVLV reports 246 stock positions and KIE reports 53. 92.1% of AVLV's weight sits in names KIE does not hold, and 55.1% of KIE's weight in names AVLV does not hold. The ten largest positions are 26.9% of AVLV and 20.5% of KIE.

How do AVLV and KIE differ by sector?

The widest gap is Financial Services: KIE has 75.1 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.