SIMS vs KPHO overlap

SIMS and KPHO overlap 0.0% by weight, across 0 shared holdings.

SIMSKPHO

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

SIMS0.0% of the fund is in shared holdings, of 53

KPHO0.0% of the fund is in shared holdings, of 36

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: SIMS, SEC Form N-PORT, June 30, 2026; KPHO, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 15 holding any

SIMS22.7% of its 13F dollars, 14.3% of its 14 holders

KPHO39.4% of its 13F dollars, 66.7% of its 3 holders

Largest institutions holding both

Firm	SIMS	KPHO
Citadel Advisors LLC	$423K	$741K
UBS Group AG	$24K	$19K

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: SIMS institutional holders, KPHO institutional holders.

Frequently asked questions

How much do SIMS and KPHO overlap?

0.0% by weight, with 0 holdings in common, using holdings for SIMS as of June 30, 2026 and KPHO as of June 30, 2026.

Do institutions hold both SIMS and KPHO?

2 Form 13F filers report positions in both, out of 15 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%.