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

AVUV and XRT share 6.7% 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.

AVUV and XRT

6.7%

24 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

XRT

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

Reported positions cover 100% of the fund, 75 positions · Jun 30, 2026

Top 10: 16.1%·Holdings of XRT

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

XRT vs AVUV side by side

AVUVAvantis U.S. Small Cap Value ETF

673

stock positions reported to the SEC

93.1% of its weight is in 649 names XRT does not hold

XRTState Street(R) SPDR(R) S&P(R) Retail ETF

75

stock positions reported to the SEC

67.6% of its weight is in 51 names AVUV does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Consumer Cyclical
13.8%
62.8%
Financial Services
24.1%
0.0%
Consumer Defensive
0.0%
17.3%
Industrials
17.0%
0.0%
Energy
9.8%
0.0%
Technology
8.6%
4.5%

The widest gap is Consumer Cyclical: XRT has 49.0 points more of it.

The figures side by side

AVUVXRT
Filing dateMay 31, 2026Jun 30, 2026
Stock positions reported67375
Weight of the ten largest8.7%16.1%
Largest positionVSAT 1.4%GRPN 1.8%
Held alone649 positions, 93.1%51 positions, 67.6%
Covered by stock positions100%100%

Holdings they share

StockIn AVUVIn XRTCounted
MMacy's Inc0.78%1.37%0.78%
FIVEFive Below Inc0.72%1.24%0.72%
PSMTPriceSmart Inc0.60%1.51%0.60%
URBNUrban Outfitters Inc0.55%1.32%0.55%
SIGSignet Jewelers Ltd0.48%1.35%0.48%
ANFAbercrombie & Fitch Co0.45%1.42%0.45%
KMXCarMax Inc0.45%1.47%0.45%
ACADEMY SPORTS & OUTDOORS INC0.41%1.28%0.41%
AEOAmerican Eagle Outfitters Inc0.30%1.32%0.30%
LADLithia Motors Inc0.29%1.29%0.29%

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%
SNEXStoneX Group Inc0.77%
IRDMIridium Communications Inc0.71%
CBTCabot Corp0.70%
LNTHLantheus Holdings Inc0.70%
PLXSPlexus Corp0.69%

Only in XRT

GRPNGroupon Inc1.78%
REALRealReal Inc/The1.75%
BBWIBath & Body Works Inc1.72%
WRBYWarby Parker Inc1.64%
CARTMaplebear Inc1.55%
CPNGCoupang Inc1.55%
RVLVRevolve Group Inc1.52%
DLTRDollar Tree Inc1.48%
ETSYEtsy Inc1.48%
VVVValvoline Inc1.47%

Questions people ask

Is AVUV the same as XRT?

6.7% of their weight sits in the same 24 holdings. AVUV also reports VSAT, MATX, LEA, which the other does not. XRT also reports GRPN, REAL, BBWI, which the other does not.

How is the overlap between AVUV and XRT 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 XRT, so the number cannot exceed the smaller coverage.

Which holds more, XRT or AVUV?

AVUV reports 673 stock positions and XRT reports 75. 93.1% of AVUV's weight sits in names XRT does not hold, and 67.6% of XRT's weight in names AVUV does not hold. The ten largest positions are 8.7% of AVUV and 16.1% of XRT.

How do AVUV and XRT differ by sector?

The widest gap is Consumer Cyclical: XRT has 49.0 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.