PEPS vs HOOY overlap

PEPS and HOOY overlap 0.0% by weight, across 0 shared holdings.

PEPSHOOY

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

PEPS0.0% of the fund is in shared holdings, of 174

HOOY0.0% of the fund is in shared holdings, of 4

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: PEPS, SEC Form N-PORT, June 30, 2026; HOOY, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 13 holding any

PEPS94.6% of its 13F dollars, 50.0% of its 2 holders

HOOY0.1% of its 13F dollars, 8.3% of its 12 holders

Largest institutions holding both

Firm	PEPS	HOOY
Morgan Stanley	$25.5M	$15K

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: PEPS institutional holders, HOOY institutional holders.

Frequently asked questions

How much do PEPS and HOOY overlap?

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

Do institutions hold both PEPS and HOOY?

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