SDVD vs DXUV overlap

SDVD and DXUV overlap 8.0% by weight, across 166 shared holdings.

SDVDDXUV

Pick 2 to 4 ETFs.

8.0%

overlap by weight, across 166 shared holdings

SDVD96.6% of the fund is in shared holdings, of 173

DXUV8.0% of the fund is in shared holdings, of 2,040

Top shared holdings

Holding	SDVD	DXUV	Overlap
Comfort SystemsFIX	1.07%	0.12%	0.12%
Synchrony FinancSYF	0.83%	0.12%	0.12%
Netapp Inc.NTAP	0.82%	0.11%	0.11%
Emcor Group Inc.EME	0.93%	0.10%	0.10%
Stifel FinancialSF	0.24%	0.10%	0.10%
Allegion PLCALLE	0.18%	0.10%	0.10%
Fifth Third BANCFITB	0.49%	0.10%	0.10%
Pultegroup Inc.PHM	0.57%	0.09%	0.09%
Expedia Group inEXPE	0.78%	0.09%	0.09%
Regions FinanciaRF	0.70%	0.09%	0.09%
WR Berkley Corp.WRB	0.59%	0.09%	0.09%
UMB FinancialUMBF	0.98%	0.09%	0.09%
First Citizens-aFCNCA	0.47%	0.09%	0.09%
Northern TrustNTRS	0.80%	0.09%	0.09%
Jefferies FinancJEF	0.21%	0.09%	0.09%

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: SDVD, SEC Form N-PORT, July 31, 2026; DXUV, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 167 holding any

SDVD30.1% of its 13F dollars, 12.0% of its 108 holders

DXUV10.9% of its 13F dollars, 18.1% of its 72 holders

Largest institutions holding both

Firm	SDVD	DXUV
LPL Financial LLC	$36.4M	$524K
Commonwealth Equity Services, LLC	$26.0M	$1.8M
RFG Advisory, LLC	$2.3M	$21.0M
Royal Bank of Canada	$14.0M	$165K
Osaic Holdings, Inc.	$12.8M	$266
Envestnet Asset Management Inc.	$5.1M	$7.1M
Harbour Investments, Inc.	$5.6M	$3.4M
Private Advisor Group, LLC	$5.2M	$2.5M
MML Investors Services, LLC	$1.2M	$2.1M
Winnacle Wealth LLC	$1.2M	$488K
Capital Investment Advisory Services, LLC	$1.3M	$333
Farther Finance Advisors, LLC	$57K	$148K
NewEdge Advisors, LLC	$189K	$0

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: SDVD institutional holders, DXUV institutional holders.

Frequently asked questions

How much do SDVD and DXUV overlap?

8.0% by weight, with 166 holdings in common, using holdings for SDVD as of July 31, 2026 and DXUV as of July 31, 2026. The largest shared position is FIX.

Do institutions hold both SDVD and DXUV?

13 Form 13F filers report positions in both, out of 167 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%.