MFIG vs AZTD overlap

MFIG and AZTD overlap 0.8% by weight, across 4 shared holdings.

MFIGAZTD

Pick 2 to 4 ETFs.

0.8%

overlap by weight, across 4 shared holdings

MFIG0.8% of the fund is in shared holdings, of 101

AZTD9.6% of the fund is in shared holdings, of 49

These funds report on different dates (MFIG: May 31, 2026, AZTD: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.

Top shared holdings

Holding	MFIG	AZTD	Overlap
Medpace HoldingsMEDP	0.24%	2.90%	0.24%
Exelixis Inc.EXEL	0.21%	2.27%	0.21%
Maplebear Inc.CART	0.21%	2.06%	0.21%
Docusign Inc.DOCU	0.15%	2.40%	0.15%

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: MFIG, SEC Form N-PORT, May 31, 2026; AZTD, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 6 holding any

MFIG99.5% of its 13F dollars, 66.7% of its 3 holders

AZTD28.6% of its 13F dollars, 40.0% of its 5 holders

Largest institutions holding both

Firm	MFIG	AZTD
GTS Securities LLC	$1.0M	$236K
UBS Group AG	$207	$73K

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: MFIG institutional holders, AZTD institutional holders.

Frequently asked questions

How much do MFIG and AZTD overlap?

0.8% by weight, with 4 holdings in common, using holdings for MFIG as of May 31, 2026 and AZTD as of July 31, 2026. The largest shared position is MEDP.

Do institutions hold both MFIG and AZTD?

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