NUGY vs LQID overlap

NUGY and LQID overlap 0.0% by weight, across 0 shared holdings.

NUGYLQID

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

NUGY0.0% of the fund is in shared holdings, of 2

LQID0.0% of the fund is in shared holdings, of 7

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: NUGY, SEC Form N-PORT, June 30, 2026; LQID, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 2 holding any

NUGY87.0% of its 13F dollars, 50.0% of its 2 holders

LQID100.0% of its 13F dollars, 100.0% of its 1 holders

Largest institutions holding both

Firm	NUGY	LQID
Jane Street Group, LLC	$233K	$269K

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: NUGY institutional holders, LQID institutional holders.

Frequently asked questions

How much do NUGY and LQID overlap?

0.0% by weight, with 0 holdings in common, using holdings for NUGY as of June 30, 2026 and LQID as of May 31, 2026.

Do institutions hold both NUGY and LQID?

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