SDEM vs AGQI overlap

SDEM and AGQI overlap 0.0% by weight, across 0 shared holdings.

SDEMAGQI

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

SDEM0.0% of the fund is in shared holdings, of 55

AGQI0.0% of the fund is in shared holdings, of 32

These funds report on different dates (SDEM: July 31, 2026, AGQI: May 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

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: SDEM, SEC Form N-PORT, July 31, 2026; AGQI, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 36 holding any

SDEM36.6% of its 13F dollars, 37.5% of its 16 holders

AGQI40.7% of its 13F dollars, 23.1% of its 26 holders

Largest institutions holding both

Firm	SDEM	AGQI
LPL Financial LLC	$2.9M	$834K
Morgan Stanley	$44	$3.3M
Global Retirement Partners, LLC	$1.3M	$600K
Jane Street Group, LLC	$697K	$692K
Royal Bank of Canada	$22K	$89K
Wells Fargo & Company	$30	$33K

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: SDEM institutional holders, AGQI institutional holders.

Frequently asked questions

How much do SDEM and AGQI overlap?

0.0% by weight, with 0 holdings in common, using holdings for SDEM as of July 31, 2026 and AGQI as of May 31, 2026.

Do institutions hold both SDEM and AGQI?

6 Form 13F filers report positions in both, out of 36 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%.