AVUV vs IJR: how much do they overlap?

Avantis U.S. Small Cap Value ETF (AVUV) · iShares Core S&P Small-Cap ETF (IJR)

28.1%

overlap by weight · 230 shared holdings

AVUV: 772 holdings (as of 2026-02-28) · IJR: 605 holdings (as of 2026-03-31)

Note: the two funds' latest official filings have different dates, which can understate overlap slightly for funds tracking similar indexes.

Low overlap

What this means

AVUV and IJR hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.

Overlap by weight sums the smaller of the two funds' weights for every stock they both hold — it answers "how much of my money is in the same stocks either way?" See methodology.

Top shared holdings

CompanyTickerin AVUVin IJR
SM Energy Co SM 0.77% 0.46%
Primoris Services Corp PRIM 0.45% 0.5%
Air Lease Corp AL 0.69% 0.45%
Viasat Inc VSAT 0.89% 0.41%
Noble Corp PLC NE 0.65% 0.4%
Archrock Inc AROC 0.77% 0.4%
Alkermes PLC ALKS 0.58% 0.38%
Magnolia Oil & Gas Corp MGY 0.7% 0.37%
StoneX Group Inc SNEX 0.67% 0.37%
California Resources Corp CRC 0.71% 0.36%

FAQ

How much do AVUV and IJR overlap?

AVUV and IJR have a 28.1% overlap by weight, sharing 230 holdings (out of 772 in AVUV and 605 in IJR), based on official issuer holdings as of 2026-02-28.

What does 28.1% overlap mean?

AVUV and IJR hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.

Which stocks do AVUV and IJR both hold?

The largest shared positions are SM Energy Co, Primoris Services Corp, Air Lease Corp, Viasat Inc, Noble Corp PLC. The full list of top shared holdings with weights in each fund is shown on this page.

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