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

AVLV and SPHQ share 22.9% of their weight across 33 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 SPHQ

22.9%

33 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

SPHQ

Invesco S&P 500 Quality ETF

Reported positions cover 100% of the fund, 99 positions · Apr 30, 2026

Top 10: 40.7%·Holdings of SPHQ

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

SPHQ vs AVLV side by side

AVLVAvantis U.S. Large Cap Value ETF

246

stock positions reported to the SEC

74.8% of its weight is in 213 names SPHQ does not hold

SPHQInvesco S&P 500 Quality ETF

99

stock positions reported to the SEC

56.9% of its weight is in 66 names AVLV does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
23.9%
39.9%
Consumer Defensive
0.0%
14.5%
Financial Services
13.8%
13.2%
Industrials
11.8%
0.0%
Consumer Cyclical
11.7%
4.9%
Healthcare
0.0%
10.7%

The widest gap is Technology: SPHQ has 16.0 points more of it.

The figures side by side

AVLVSPHQ
Filing dateMay 31, 2026Apr 30, 2026
Stock positions reported24699
Weight of the ten largest26.9%40.7%
Largest positionMU 4.6%COST 4.8%
Held alone213 positions, 74.8%66 positions, 56.9%
Covered by stock positions100%100%

Holdings they share

StockIn AVLVIn SPHQCounted
AAPLApple Inc3.17%4.50%3.17%
CATCaterpillar Inc2.52%3.78%2.52%
LRCXLam Research Corp2.52%4.09%2.52%
COSTCostco Wholesale Corp2.05%4.81%2.05%
MRKMerck & Co Inc1.75%2.86%1.75%
GILDGilead Sciences Inc1.29%2.27%1.29%
AMATApplied Materials Inc1.06%2.79%1.06%
PGRProgressive Corp/The1.04%1.40%1.04%
KLACKLA Corp0.93%3.27%0.93%
UPSUnited Parcel Service Inc0.95%0.85%0.85%

What each holds alone

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

Only in AVLV

MUMicron Technology Inc4.57%
AMZNAmazon.com Inc3.17%
METAMeta Platforms Inc2.74%
EXXON MOBIL CORP2.58%
JPMORGAN CHASE & CO1.78%
VZVerizon Communications Inc1.64%
MSFTMicrosoft Corp1.63%
UNPUnion Pacific Corp1.53%
TJX COS INC/THE1.52%
MSMorgan Stanley1.36%

Only in SPHQ

MAMastercard Inc.4.32%
GENERAL ELECTRIC CO.4.16%
CSCOCisco Systems, Inc.3.54%
PGProcter & Gamble Co. (The)3.46%
KOCoca-Cola Co. (The)3.33%
GEVGE Vernova Inc.3.15%
WDCWestern Digital Corp.2.15%
TJX COS., INC. (THE)1.79%
EATON CORP. PLC1.64%
APPAppLovin Corp.1.56%

Questions people ask

Is AVLV the same as SPHQ?

22.9% of their weight sits in the same 33 holdings. AVLV also reports MU, AMZN, META, which the other does not. SPHQ also reports MA, GENERAL ELECTRIC CO., CSCO, which the other does not.

How is the overlap between AVLV and SPHQ 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 SPHQ, so the number cannot exceed the smaller coverage.

Which holds more, SPHQ or AVLV?

AVLV reports 246 stock positions and SPHQ reports 99. 74.8% of AVLV's weight sits in names SPHQ does not hold, and 56.9% of SPHQ's weight in names AVLV does not hold. The ten largest positions are 26.9% of AVLV and 40.7% of SPHQ.

How do AVLV and SPHQ differ by sector?

The widest gap is Technology: SPHQ has 16.0 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.