SDOW vs QALT overlap

SDOW and QALT overlap 0.0% by weight, across 0 shared holdings.

SDOWQALT

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

SDOW0.0% of the fund is in shared holdings, of 1

QALT0.0% of the fund is in shared holdings, of 12

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: SDOW, SEC Form N-PORT, May 31, 2026; QALT, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 62 holding any

SDOW1.0% of its 13F dollars, 14.3% of its 28 holders

QALT0.3% of its 13F dollars, 10.5% of its 38 holders

Largest institutions holding both

Firm	SDOW	QALT
UBS Group AG	$166K	$30K
JPMorgan Chase & Co	$24K	$35K
Morgan Stanley	$46K	$7K
Wells Fargo & Company	$27	$345

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: SDOW institutional holders, QALT institutional holders.

Frequently asked questions

How much do SDOW and QALT overlap?

0.0% by weight, with 0 holdings in common, using holdings for SDOW as of May 31, 2026 and QALT as of June 30, 2026.

Do institutions hold both SDOW and QALT?

4 Form 13F filers report positions in both, out of 62 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%.