SDOG vs ROUS overlap
SDOG and ROUS overlap 9.9% by weight, across 29 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SDOG: May 31, 2026, ROUS: 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 | SDOG | ROUS | Overlap |
|---|---|---|---|
| Merck & CoMRK | 1.94% | 1.05% | 1.05% |
| Verizon CommunicVZ | 1.76% | 0.90% | 0.90% |
| HP Inc.HPQ | 2.69% | 0.73% | 0.73% |
| Bristol-MYER SQBBMY | 1.83% | 0.63% | 0.63% |
| Texas InstrumentTXN | 3.02% | 0.56% | 0.56% |
| Accenture PLC-aACN | 1.79% | 0.54% | 0.54% |
| Altria Group Inc.MO | 1.93% | 0.51% | 0.51% |
| EOG ResourcesEOG | 1.88% | 0.51% | 0.51% |
| At&T Inc.T | 1.69% | 0.49% | 0.49% |
| T-Mobile US Inc.TMUS | 1.63% | 0.41% | 0.41% |
| Prudentl FINLPRU | 2.06% | 0.36% | 0.36% |
| Comcast Corp.-aCMCSA | 1.56% | 0.36% | 0.36% |
| ConocophillipsCOP | 1.76% | 0.35% | 0.35% |
| Lockheed MartinLMT | 1.55% | 0.31% | 0.31% |
| Pfizer Inc.PFE | 1.86% | 0.31% | 0.31% |
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: SDOG, SEC Form N-PORT, May 31, 2026; ROUS, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SDOG | ROUS |
|---|---|---|
| Bank of America Corp. | $113.9M | $13.8M |
| Morgan Stanley | $71.3M | $35.3M |
| LPL Financial LLC | $20.6M | $52.3M |
| Wells Fargo & Company | $42.3M | $10.9M |
| Raymond James Financial Inc. | $22.1M | $30.6M |
| UBS Group AG | $18.5M | $7.5M |
| Ameriprise Financial Inc. | $4.3M | $19.4M |
| Royal Bank of Canada | $10.7M | $12.3M |
| Jones Financial Companies LLLP | $3.0M | $17.5M |
| Commonwealth Equity Services, LLC | $12.9M | $6.8M |
| Goldman Sachs Group Inc. | $9.5M | $1.1M |
| Cetera Investment Advisers | $3.1M | $7.1M |
| Janney Montgomery Scott LLC | $6.8M | $2.5M |
| Rockefeller Capital Management L.P. | $3.5M | $5.4M |
| &Partners | $1.6M | $4.6M |
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: SDOG institutional holders, ROUS institutional holders.
Frequently asked questions
How much do SDOG and ROUS overlap?
9.9% by weight, with 29 holdings in common, using holdings for SDOG as of May 31, 2026 and ROUS as of July 31, 2026. The largest shared position is MRK.
Do institutions hold both SDOG and ROUS?
44 Form 13F filers report positions in both, out of 197 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%.