RULE vs LYLD overlap
RULE and LYLD overlap 2.0% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | RULE | LYLD | Overlap |
|---|---|---|---|
| Viatris Inc.VTRS | 2.27% | 2.03% | 2.03% |
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: RULE, SEC Form N-PORT, June 30, 2026; LYLD, 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: RULE institutional holders, LYLD institutional holders.
Frequently asked questions
How much do RULE and LYLD overlap?
2.0% by weight, with 1 holdings in common, using holdings for RULE as of June 30, 2026 and LYLD as of July 31, 2026. The largest shared position is VTRS.
Do institutions hold both RULE and LYLD?
0 Form 13F filers report positions in both, out of 11 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%.