LYLD vs HIS overlap
LYLD and HIS overlap 1.9% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | LYLD | HIS | Overlap |
|---|---|---|---|
| Exxon Mobil Corp.XOM | 2.10% | 1.20% | 1.20% |
| At&T Inc.T | 1.92% | 0.67% | 0.67% |
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: LYLD, SEC Form N-PORT, July 31, 2026; HIS, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
No 13F filer reports holding both.
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: LYLD institutional holders, HIS institutional holders.
Frequently asked questions
How much do LYLD and HIS overlap?
1.9% by weight, with 2 holdings in common, using holdings for LYLD as of July 31, 2026 and HIS as of June 30, 2026. The largest shared position is XOM.
Do institutions hold both LYLD and HIS?
0 Form 13F filers report positions in both, out of 11 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%.