SCHV vs AVUS overlap
SCHV and AVUS overlap 44.8% by weight, across 449 shared holdings.
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Top shared holdings
| Holding | SCHV | AVUS | Overlap |
|---|---|---|---|
| Micron TechMU | 3.54% | 2.40% | 2.40% |
| JPMorgan ChaseJPM | 2.62% | 1.20% | 1.20% |
| Exxon Mobil Corp.XOM | 1.97% | 1.07% | 1.07% |
| LAM ResearchLRCX | 1.29% | 0.99% | 0.99% |
| Caterpillar Inc.CAT | 1.32% | 0.92% | 0.92% |
| Applied MaterialAMAT | 1.16% | 0.68% | 0.68% |
| Walmart Inc.WMT | 1.65% | 0.64% | 0.64% |
| Merck & CoMRK | 0.96% | 0.63% | 0.63% |
| Berkshire HATH-BBRK/B | 2.82% | 0.61% | 0.61% |
| Johnson&JohnsonJNJ | 1.76% | 0.58% | 0.58% |
| Intel Corp.INTC | 1.75% | 0.58% | 0.58% |
| Chevron Corp.CVX | 1.11% | 0.54% | 0.54% |
| Goldman Sachs GPGS | 1.00% | 0.52% | 0.52% |
| Verizon CommunicVZ | 0.65% | 0.46% | 0.46% |
| TJX COS Inc.TJX | 0.56% | 0.46% | 0.46% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: SCHV, SEC Form N-PORT, May 31, 2026; AVUS, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SCHV | AVUS |
|---|---|---|
| Financial Engines Advisors L.L.C. | $1.6B | $12.6M |
| HB Wealth Management, LLC | $3.6M | $771.9M |
| Envestnet Asset Management Inc. | $451.2M | $257.3M |
| LPL Financial LLC | $127.9M | $325.5M |
| Osaic Holdings, Inc. | $310.3M | $42.8M |
| Mather Group, LLC. | $351.5M | $403K |
| Mariner, LLC | $318.3M | $7.9M |
| HighTower Advisors, LLC | $91.4M | $201.4M |
| Savant Capital, LLC | $208.7M | $83.9M |
| Beacon Pointe Advisors, LLC | $136.4M | $144.2M |
| Focus Partners Wealth | $21.2M | $250.3M |
| Prime Capital Investment Advisors, LLC | $22.2M | $225.8M |
| Cetera Investment Advisers | $124.3M | $104.6M |
| Fifth Third Bancorp | $783K | $225.9M |
| Morgan Stanley | $96.8M | $128.0M |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: SCHV institutional holders, AVUS institutional holders.
Frequently asked questions
How much do SCHV and AVUS overlap?
44.8% by weight, with 449 holdings in common, using holdings for SCHV as of May 31, 2026 and AVUS as of May 31, 2026. The largest shared position is MU.
Do institutions hold both SCHV and AVUS?
263 Form 13F filers report positions in both, out of 1,312 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.