HYP vs ESG overlap

HYP and ESG overlap 1.9% by weight, across 7 shared holdings.

HYPESG

Pick 2 to 4 ETFs.

1.9%

overlap by weight, across 7 shared holdings

HYP11.2% of the fund is in shared holdings, of 60

ESG1.9% of the fund is in shared holdings, of 250

Top shared holdings

Holding	HYP	ESG	Overlap
Intel Corp.INTC	1.58%	0.88%	0.88%
Hewlett PackaHPE	1.35%	0.27%	0.27%
Western DigitalWDC	2.44%	0.26%	0.26%
Lumentum HOLLITE	2.59%	0.19%	0.19%
Teradyne Inc.TER	1.05%	0.16%	0.16%
Nvent ElectricNVT	1.09%	0.10%	0.10%
Lattice SemicondLSCC	1.09%	0.02%	0.02%

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: HYP, SEC Form N-PORT, June 30, 2026; ESG, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 60 holding any

HYP0.0% of its 13F dollars, 25.0% of its 4 holders

ESG1.2% of its 13F dollars, 1.8% of its 57 holders

Largest institutions holding both

Firm	HYP	ESG
Osaic Holdings, Inc.	$961	$608K

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: HYP institutional holders, ESG institutional holders.

Frequently asked questions

How much do HYP and ESG overlap?

1.9% by weight, with 7 holdings in common, using holdings for HYP as of June 30, 2026 and ESG as of July 31, 2026. The largest shared position is INTC.

Do institutions hold both HYP and ESG?

1 Form 13F filers report positions in both, out of 60 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%.