ETF Holders

ITDF vs HELX overlap

ITDF and HELX overlap 0.0% by weight, across 0 shared holdings.

ITDFHELX

Pick 2 to 4 ETFs.

0.0%
overlap by weight, across 0 shared holdings
ITDF0.0% of the fund is in shared holdings, of 11
HELX0.0% of the fund is in shared holdings, of 61

Top shared holdings

These funds hold nothing in common.

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: ITDF, SEC Form N-PORT, July 31, 2026; HELX, SEC Form N-PORT, June 30, 2026.

Who owns them: ITDF institutional holders, HELX institutional holders.

Frequently asked questions

How much do ITDF and HELX overlap?

0.0% by weight, with 0 holdings in common, using holdings for ITDF as of July 31, 2026 and HELX as of June 30, 2026.

Do institutions hold both ITDF and HELX?

2 Form 13F filers report positions in both, out of 14 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%.