KVLE vs IYLD overlap

KVLE and IYLD overlap 0.0% by weight, across 0 shared holdings.

KVLEIYLD

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

KVLE0.0% of the fund is in shared holdings, of 83

IYLD0.0% of the fund is in shared holdings, of 10

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: KVLE, SEC Form N-PORT, June 30, 2026; IYLD, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 52 holding any

KVLE88.1% of its 13F dollars, 54.5% of its 11 holders

IYLD27.4% of its 13F dollars, 12.8% of its 47 holders

Largest institutions holding both

Firm	KVLE	IYLD
LPL Financial LLC	$27.8M	$1.2M
Morgan Stanley	$50	$7.3M
UBS Group AG	$21K	$235K
Global Retirement Partners, LLC	$6K	$141K
Farther Finance Advisors, LLC	$18K	$83K
EverSource Wealth Advisors, LLC	$7K	$9K

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: KVLE institutional holders, IYLD institutional holders.

Frequently asked questions

How much do KVLE and IYLD overlap?

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

Do institutions hold both KVLE and IYLD?

6 Form 13F filers report positions in both, out of 52 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%.