PZIV vs CHRI overlap
PZIV and CHRI overlap 0.6% by weight, across 3 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (PZIV: May 31, 2026, CHRI: 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 | PZIV | CHRI | Overlap |
|---|---|---|---|
| Medtronic PLCMDT | 0.85% | 0.33% | 0.33% |
| Accenture PLC-aACN | 1.98% | 0.16% | 0.16% |
| Roper TechnologiROP | 1.61% | 0.06% | 0.06% |
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: PZIV, SEC Form N-PORT, May 31, 2026; CHRI, SEC Form N-PORT, July 31, 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: PZIV institutional holders, CHRI institutional holders.
Frequently asked questions
How much do PZIV and CHRI overlap?
0.6% by weight, with 3 holdings in common, using holdings for PZIV as of May 31, 2026 and CHRI as of July 31, 2026. The largest shared position is MDT.
Do institutions hold both PZIV and CHRI?
0 Form 13F filers report positions in both, out of 8 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%.