HERO vs EEMO overlap

HERO and EEMO overlap 0.1% by weight, across 1 shared holdings.

HEROEEMO

Pick 2 to 4 ETFs.

0.1%

overlap by weight, across 1 shared holdings

HERO2.2% of the fund is in shared holdings, of 42

EEMO0.1% of the fund is in shared holdings, of 253

These funds report on different dates (HERO: May 31, 2026, EEMO: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.

Top shared holdings

Holding	HERO	EEMO	Overlap
XD Inc.2400	2.16%	0.06%	0.06%

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: HERO, SEC Form N-PORT, May 31, 2026; EEMO, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 59 holding any

HERO32.6% of its 13F dollars, 13.5% of its 52 holders

EEMO30.6% of its 13F dollars, 50.0% of its 14 holders

Largest institutions holding both

Firm	HERO	EEMO
LPL Financial LLC	$2.4M	$574K
Susquehanna International Group, LLP	$591K	$1.6M
Osaic Holdings, Inc.	$536K	$1.6M
Jane Street Group, LLC	$940K	$669K
Citadel Advisors LLC	$550K	$272K
Morgan Stanley	$49K	$12K
JPMorgan Chase & Co	$49	$2K

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: HERO institutional holders, EEMO institutional holders.

Frequently asked questions

How much do HERO and EEMO overlap?

0.1% by weight, with 1 holdings in common, using holdings for HERO as of May 31, 2026 and EEMO as of July 31, 2026. The largest shared position is 2400.

Do institutions hold both HERO and EEMO?

7 Form 13F filers report positions in both, out of 59 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%.