Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
AVGE vs LGWAX
Shared holdings
1
AVGE covered by LGWAX
3.50%
LGWAX covered by AVGE
3.50%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 15 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
AVGE (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| Avantis US Equity ETF | 41.32% | |
| Avantis US Large Cap Value ETF | 15.06% | |
| Avantis International Equity ETF | 11.40% | |
| Avantis Emerging Markets Equity ETF | 6.79% | |
| Avantis International Large Cap Value ETF | 5.83% | |
| AV EMERG MKT VAL | 3.62% | |
| Avantis U.S. Small Cap Value ETF | 3.50% | |
| Avantis US Small Cap Equity ETF | 3.33% | |
| Avantis Real Estate ETF | 2.86% | |
| Avantis US Mid Cap Value ETF | 1.39% | |
| Avantis US Mid Cap Equity ETF | 1.37% | |
| AVANTIS INTL S/C | 1.36% | |
| Avantis International Small Cap Equity ETF | 1.13% | |
| Avantis Emerging Markets Small Cap Equity ETF | 0.95% | |
| State Street Navigator Securities Lending Portfolio II | 0.09% |
LGWAX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SCHWAB US LG VAL | 26.63% | |
| SCHW-US L/C GRW | 20.54% | |
| WisdomTree U.S. Value Fund | 9.13% | |
| Avantis U.S. Small Cap Value ETF | 7.40% | |
| ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW | 5.42% | |
| INVESCO S&P SMAL | 5.15% | |
| FMR-ENH INTL | 5.06% | |
| Invesco Total Return Bond ETF | 4.97% | |
| JPM HG EQ ETF | 4.84% | |
| Vanguard Intermediate-Term Bond ETF | 4.00% | |
| PIMCO Active Bond Exchange-Traded Fund | 3.99% | |
| FRST AM-GV OB-X | 2.87% |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.