SLDR vs INVG overlap

SLDR and INVG overlap 0.0% by weight, across 0 shared holdings.

SLDRINVG

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

SLDR0.0% of the fund is in shared holdings, of 82

INVG0.0% of the fund is in shared holdings, of 130

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: SLDR, SEC Form N-PORT, May 31, 2026; INVG, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 11 holding any

SLDR4.3% of its 13F dollars, 28.6% of its 7 holders

INVG1.1% of its 13F dollars, 33.3% of its 6 holders

Largest institutions holding both

Firm	SLDR	INVG
Citadel Advisors LLC	$879K	$256K
UBS Group AG	$91K	$76

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: SLDR institutional holders, INVG institutional holders.

Frequently asked questions

How much do SLDR and INVG overlap?

0.0% by weight, with 0 holdings in common, using holdings for SLDR as of May 31, 2026 and INVG as of May 31, 2026.

Do institutions hold both SLDR and INVG?

2 Form 13F filers report positions in both, out of 11 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%.