RDIV vs BRES overlap

RDIV and BRES overlap 0.5% by weight, across 1 shared holdings.

RDIVBRES

Pick 2 to 4 ETFs.

0.5%

overlap by weight, across 1 shared holdings

RDIV0.5% of the fund is in shared holdings, of 60

BRES0.7% of the fund is in shared holdings, of 66

These funds report on different dates (RDIV: May 31, 2026, BRES: 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	RDIV	BRES	Overlap
BXP Inc.BXP	0.47%	0.69%	0.47%

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: RDIV, SEC Form N-PORT, May 31, 2026; BRES, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 132 holding any

RDIV1.0% of its 13F dollars, 2.4% of its 127 holders

BRES0.1% of its 13F dollars, 37.5% of its 8 holders

Largest institutions holding both

Firm	RDIV	BRES
UBS Group AG	$5.8M	$43K
Citadel Advisors LLC	$989K	$208K
GTS Securities LLC	$312K	$698K

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: RDIV institutional holders, BRES institutional holders.

Frequently asked questions

How much do RDIV and BRES overlap?

0.5% by weight, with 1 holdings in common, using holdings for RDIV as of May 31, 2026 and BRES as of July 31, 2026. The largest shared position is BXP.

Do institutions hold both RDIV and BRES?

3 Form 13F filers report positions in both, out of 132 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%.