RCGE vs BUL overlap

RCGE and BUL overlap 1.5% by weight, across 3 shared holdings.

RCGEBUL

Pick 2 to 4 ETFs.

1.5%

overlap by weight, across 3 shared holdings

RCGE1.5% of the fund is in shared holdings, of 73

BUL9.0% of the fund is in shared holdings, of 49

Top shared holdings

Holding	RCGE	BUL	Overlap
Expedia Group inEXPE	0.58%	4.53%	0.58%
New York Times-aNYT	0.51%	1.55%	0.51%
First Solar Inc.FSLR	0.38%	2.90%	0.38%

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: RCGE, SEC Form N-PORT, July 31, 2026; BUL, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 58 holding any

RCGE0.0% of its 13F dollars, 20.0% of its 5 holders

BUL0.0% of its 13F dollars, 1.9% of its 54 holders

Largest institutions holding both

Firm	RCGE	BUL
Royal Bank of Canada	$21K	$29K

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: RCGE institutional holders, BUL institutional holders.

Frequently asked questions

How much do RCGE and BUL overlap?

1.5% by weight, with 3 holdings in common, using holdings for RCGE as of July 31, 2026 and BUL as of July 31, 2026. The largest shared position is EXPE.

Do institutions hold both RCGE and BUL?

1 Form 13F filers report positions in both, out of 58 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%.