SIXA vs DFVX overlap
SIXA and DFVX overlap 27.7% by weight, across 38 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SIXA: May 31, 2026, DFVX: 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 | SIXA | DFVX | Overlap |
|---|---|---|---|
| Exxon Mobil Corp.XOM | 2.46% | 2.16% | 2.16% |
| Johnson&JohnsonJNJ | 2.56% | 2.14% | 2.14% |
| Micron TechMU | 2.45% | 2.08% | 2.08% |
| Merck & CoMRK | 1.42% | 1.44% | 1.42% |
| META Platforms-aMETA | 1.35% | 4.15% | 1.35% |
| Amazon.COM Inc.AMZN | 1.33% | 5.49% | 1.33% |
| Caterpillar Inc.CAT | 1.29% | 1.41% | 1.29% |
| Walmart Inc.WMT | 1.15% | 1.16% | 1.15% |
| Procter & GamblePG | 1.28% | 1.13% | 1.13% |
| Costco WholesaleCOST | 1.23% | 0.91% | 0.91% |
| Coca-Cola Co/theKO | 1.31% | 0.87% | 0.87% |
| Gilead SciencesGILD | 1.34% | 0.87% | 0.87% |
| Verizon CommunicVZ | 3.90% | 0.82% | 0.82% |
| American ExpressAXP | 1.28% | 0.81% | 0.81% |
| Nvidia Corp.NVDA | 2.77% | 0.81% | 0.81% |
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: SIXA, SEC Form N-PORT, May 31, 2026; DFVX, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SIXA | DFVX |
|---|---|---|
| HighTower Advisors, LLC | $446.6M | $312K |
| JPMorgan Chase & Co | $561K | $13 |
| Osaic Holdings, Inc. | $503K | $54K |
| Morgan Stanley | $80 | $159K |
| UBS Group AG | $31K | $26K |
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: SIXA institutional holders, DFVX institutional holders.
Frequently asked questions
How much do SIXA and DFVX overlap?
27.7% by weight, with 38 holdings in common, using holdings for SIXA as of May 31, 2026 and DFVX as of July 31, 2026. The largest shared position is XOM.
Do institutions hold both SIXA and DFVX?
5 Form 13F filers report positions in both, out of 65 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%.