SDIV vs IFLO overlap

SDIV and IFLO overlap 1.7% by weight, across 2 shared holdings.

SDIVIFLO

Pick 2 to 4 ETFs.

1.7%

overlap by weight, across 2 shared holdings

SDIV2.7% of the fund is in shared holdings, of 104

IFLO1.7% of the fund is in shared holdings, of 101

Top shared holdings

Holding	SDIV	IFLO	Overlap
VAR Energi ASAVAR	1.42%	1.03%	1.03%
AKER BP ASAAKRBP	1.24%	0.66%	0.66%

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: SDIV, SEC Form N-PORT, July 31, 2026; IFLO, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 126 holding any

SDIV19.7% of its 13F dollars, 4.2% of its 119 holders

IFLO2.0% of its 13F dollars, 41.7% of its 12 holders

Largest institutions holding both

Firm	SDIV	IFLO
LPL Financial LLC	$26.5M	$226K
Flow Traders U.S. LLC	$4.2M	$1.3M
Raymond James Financial Inc.	$4.5M	$455K
Triumph Capital Management	$685K	$1.2M
Susquehanna International Group, LLP	$215K	$311K

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: SDIV institutional holders, IFLO institutional holders.

Frequently asked questions

How much do SDIV and IFLO overlap?

1.7% by weight, with 2 holdings in common, using holdings for SDIV as of July 31, 2026 and IFLO as of June 30, 2026. The largest shared position is VAR.

Do institutions hold both SDIV and IFLO?

5 Form 13F filers report positions in both, out of 126 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%.