KOID vs IQDY overlap

KOID and IQDY overlap 0.5% by weight, across 2 shared holdings.

KOIDIQDY

Pick 2 to 4 ETFs.

0.5%

overlap by weight, across 2 shared holdings

KOID5.1% of the fund is in shared holdings, of 50

IQDY0.5% of the fund is in shared holdings, of 196

Top shared holdings

Holding	KOID	IQDY	Overlap
Renesas Electron6723	3.27%	0.27%	0.27%
Magna IntlMGA	1.82%	0.25%	0.25%

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: KOID, SEC Form N-PORT, June 30, 2026; IQDY, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 91 holding any

KOID25.6% of its 13F dollars, 18.8% of its 64 holders

IQDY44.8% of its 13F dollars, 30.8% of its 39 holders

Largest institutions holding both

Firm	KOID	IQDY
LPL Financial LLC	$12.2M	$5.7M
Bank of America Corp.	$544K	$10.1M
Cetera Investment Advisers	$1.7M	$6.0M
UBS Group AG	$55K	$5.2M
Stifel Financial Corp.	$847K	$1.6M
Osaic Holdings, Inc.	$87K	$616K
Kestra Advisory Services, LLC	$284K	$411K
Susquehanna International Group, LLP	$416K	$230K
Brookwood Investment Group LLC	$408K	$207K
Morgan Stanley	$376K	$195K
Envestnet Asset Management Inc.	$206K	$214K
Wells Fargo & Company	$3K	$17

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: KOID institutional holders, IQDY institutional holders.

Frequently asked questions

How much do KOID and IQDY overlap?

0.5% by weight, with 2 holdings in common, using holdings for KOID as of June 30, 2026 and IQDY as of July 31, 2026. The largest shared position is 6723.

Do institutions hold both KOID and IQDY?

12 Form 13F filers report positions in both, out of 91 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%.