AVUV vs KRE overlap - what they share and where they differ

AVUV and KRE share 12.8% of their weight across 110 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.

AVUV and KRE

12.8%

110 shared positions

AVUV

Avantis U.S. Small Cap Value ETF

Reported positions cover 100% of the fund, 673 positions · May 31, 2026

Top 10: 8.7%·Holdings of AVUV

KRE

State Street(R) SPDR(R) S&P(R) Regional Banking ETF

Reported positions cover 100% of the fund, 159 positions · Jun 30, 2026

Top 10: 13.7%·Holdings of KRE

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

KRE vs AVUV side by side

AVUVAvantis U.S. Small Cap Value ETF

673

stock positions reported to the SEC

87.0% of its weight is in 563 names KRE does not hold

KREState Street(R) SPDR(R) S&P(R) Regional Banking ETF

159

stock positions reported to the SEC

46.8% of its weight is in 49 names AVUV does not hold

Where each fund's weight sits

AVUV
KRE
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Financial Services
24.1%
91.4%
Industrials
17.0%
0.0%
Consumer Cyclical
13.8%
0.0%
Energy
9.8%
0.0%
Technology
8.6%
0.0%

The widest gap is Financial Services: KRE has 67.3 points more of it.

The figures side by side

AVUVKRE
Filing dateMay 31, 2026Jun 30, 2026
Stock positions reported673159
Weight of the ten largest8.7%13.7%
Largest positionVSAT 1.4%FBNC 1.5%
Held alone563 positions, 87.0%49 positions, 46.8%
Covered by stock positions100%100%

Holdings they share

StockIn AVUVIn KRECounted
AXAxos Financial Inc0.56%1.18%0.56%
OZKBank OZK0.55%1.29%0.55%
IBOCInternational Bancshares Corp0.46%0.78%0.46%
FBNCFirst Bancorp Inc/The0.44%1.46%0.44%
HWCHancock Whitney Corp0.41%1.33%0.41%
COLBColumbia Banking System Inc0.40%1.34%0.40%
FULTFulton Financial Corp0.39%1.35%0.39%
BKUBankUnited Inc0.38%1.20%0.38%
CATYCathay General Bancorp0.34%0.75%0.34%
ASBAssociated Banc-Corp0.33%1.36%0.33%

What each holds alone

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

Only in AVUV

VSATViasat Inc1.39%
MATXMatson Inc0.98%
LEALear Corp0.89%
AVTAvnet Inc0.86%
SMSM Energy Co0.86%
MMacy's Inc0.78%
SNEXStoneX Group Inc0.77%
FIVEFive Below Inc0.72%
IRDMIridium Communications Inc0.71%
CBTCabot Corp0.70%

Only in KRE

AUBAtlantic Union Bankshares Corp1.37%
PNFPPinnacle Financial Partners Inc1.37%
CFGCitizens Financial Group Inc1.36%
GBCIGlacier Bancorp Inc1.36%
CFRCullen/Frost Bankers Inc1.35%
FIBKFirst Interstate BancSystem Inc1.35%
CBSHCommerce Bancshares Inc/MO1.34%
MTBM&T Bank Corp1.34%
ONBOld National Bancorp/IN1.34%
RFRegions Financial Corp1.34%

Questions people ask

Is AVUV the same as KRE?

12.8% of their weight sits in the same 110 holdings. AVUV also reports VSAT, MATX, LEA, which the other does not. KRE also reports AUB, PNFP, CFG, which the other does not.

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

Which holds more, KRE or AVUV?

AVUV reports 673 stock positions and KRE reports 159. 87.0% of AVUV's weight sits in names KRE does not hold, and 46.8% of KRE's weight in names AVUV does not hold. The ten largest positions are 8.7% of AVUV and 13.7% of KRE.

How do AVUV and KRE differ by sector?

The widest gap is Financial Services: KRE has 67.3 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.