RSPH vs IQSM overlap

RSPH and IQSM overlap 4.4% by weight, across 9 shared holdings.

RSPHIQSM

Pick 2 to 4 ETFs.

4.4%

overlap by weight, across 9 shared holdings

RSPH16.5% of the fund is in shared holdings, of 59

IQSM4.4% of the fund is in shared holdings, of 246

Top shared holdings

Holding	RSPH	IQSM	Overlap
Viatris Inc.VTRS	1.72%	0.78%	0.78%
Moderna Inc.MRNA	1.85%	0.71%	0.71%
Baxter Intl Inc.BAX	1.99%	0.55%	0.55%
Revvity Inc.RVTY	1.72%	0.50%	0.50%
Charles River laCRL	1.93%	0.45%	0.45%
Bio-Techne Corp.TECH	2.13%	0.44%	0.44%
Davita Inc.DVA	1.87%	0.34%	0.34%
Henry Schein Inc.HSIC	1.68%	0.33%	0.33%
SolventumSOLV	1.63%	0.25%	0.25%

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: RSPH, SEC Form N-PORT, July 31, 2026; IQSM, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 191 holding any

RSPH22.7% of its 13F dollars, 2.1% of its 188 holders

IQSM0.6% of its 13F dollars, 57.1% of its 7 holders

Largest institutions holding both

Firm	RSPH	IQSM
Morgan Stanley	$44.2M	$9K
JPMorgan Chase & Co	$21.0M	$11K
Cetera Investment Advisers	$5.7M	$2.1M
UBS Group AG	$3.7M	$39K

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: RSPH institutional holders, IQSM institutional holders.

Frequently asked questions

How much do RSPH and IQSM overlap?

4.4% by weight, with 9 holdings in common, using holdings for RSPH as of July 31, 2026 and IQSM as of July 31, 2026. The largest shared position is VTRS.

Do institutions hold both RSPH and IQSM?

4 Form 13F filers report positions in both, out of 191 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%.