RDFI vs IBIF overlap

RDFI and IBIF overlap 0.0% by weight, across 0 shared holdings.

RDFIIBIF

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

RDFI0.0% of the fund is in shared holdings, of 34

IBIF0.0% of the fund is in shared holdings, of 6

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: RDFI, SEC Form N-PORT, June 30, 2026; IBIF, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 43 holding any

RDFI1.9% of its 13F dollars, 15.8% of its 19 holders

IBIF12.6% of its 13F dollars, 11.1% of its 27 holders

Largest institutions holding both

Firm	RDFI	IBIF
BlackRock, Inc.	$48K	$4.5M
Osaic Holdings, Inc.	$155K	$1.3M
Integrated Wealth Concepts LLC	$665K	$35K

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: RDFI institutional holders, IBIF institutional holders.

Frequently asked questions

How much do RDFI and IBIF overlap?

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

Do institutions hold both RDFI and IBIF?

3 Form 13F filers report positions in both, out of 43 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%.