AVUV vs MDY: how much do they overlap?

Avantis U.S. Small Cap Value ETF (AVUV) · SPDR S&P MIDCAP 400 ETF Trust (MDY)

9.6%

overlap by weight · 71 shared holdings

AVUV: 772 holdings (as of 2026-02-28) · MDY: 400 holdings (as of 09-Jul-2026)

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 MDY 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 MDY
Ryder System Inc R 0.61% 0.29%
Five Below Inc FIVE 0.97% 0.28%
Mueller Industries Inc MLI 0.28% 0.36%
Columbia Banking System Inc COLB 0.46% 0.26%
Amkor Technology Inc AMKR 0.29% 0.23%
Kirby Corp KEX 0.43% 0.21%
Hanover Insurance Group Inc/The THG 0.47% 0.21%
Terex Corp TEX 0.67% 0.2%
First American Financial Corp FAF 0.26% 0.2%
Avnet Inc AVT 0.79% 0.2%

FAQ

How much do AVUV and MDY overlap?

AVUV and MDY have a 9.6% overlap by weight, sharing 71 holdings (out of 772 in AVUV and 400 in MDY), based on official issuer holdings as of 2026-02-28.

What does 9.6% overlap mean?

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

Which stocks do AVUV and MDY both hold?

The largest shared positions are Ryder System Inc, Five Below Inc, Mueller Industries Inc, Columbia Banking System Inc, Amkor Technology Inc. The full list of top shared holdings with weights in each fund is shown on this page.

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