SLYV vs SLYG overlap

SLYV and SLYG overlap 27.9% by weight, across 205 shared holdings.

SLYVSLYG

Pick 2 to 4 ETFs.

27.9%

overlap by weight, across 205 shared holdings

SLYV29.9% of the fund is in shared holdings, of 462

SLYG37.2% of the fund is in shared holdings, of 345

Top shared holdings

Holding	SLYV	SLYG	Overlap
Element SolutionESI	0.59%	0.60%	0.59%
MaxlinearMXL	0.66%	0.51%	0.51%
Ralliant Corp.RAL	0.43%	0.47%	0.43%
Plexus Corp.PLXS	0.49%	0.39%	0.39%
Macerich CoMAC	0.37%	0.41%	0.37%
Lumen TechnologiLUMN	0.43%	0.36%	0.36%
Gates IndustrialGTES	0.35%	0.42%	0.35%
Materion Corp.MTRN	0.30%	0.38%	0.30%
Qorvo Inc.QRVO	0.30%	0.52%	0.30%
Glaukos Corp.GKOS	0.28%	0.62%	0.28%
Arcosa Inc.ACA	0.27%	0.50%	0.27%
Willscot HoldingWSC	0.27%	0.30%	0.27%
Radian Group Inc.RDN	0.27%	0.28%	0.27%
Ameris BancorpABCB	0.26%	0.36%	0.26%
MARA Holdings inMARA	0.26%	0.32%	0.26%

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: SLYV, SEC Form N-PORT, June 30, 2026; SLYG, SEC Form N-PORT, June 30, 2026.

373

institutions report holding both, of 802 holding any

SLYV82.5% of its 13F dollars, 60.4% of its 618 holders

SLYG93.1% of its 13F dollars, 67.0% of its 557 holders

Largest institutions holding both

Firm	SLYV	SLYG
LPL Financial LLC	$781.9M	$1.1B
Financial Engines Advisors L.L.C.	$113.4M	$126.5M
Bank of America Corp.	$104.8M	$111.9M
NorthRock Partners, LLC	$91.0M	$87.3M
Morgan Stanley	$60.7M	$105.1M
Ameriprise Financial Inc.	$59.6M	$96.0M
Pacific Life Fund Advisors LLC	$61.7M	$34.1M
WCG Wealth Advisors LLC	$40.1M	$48.1M
Convergence Financial, LLC	$41.6M	$43.5M
Rodgers & Associates, LTD	$35.2M	$48.1M
Savant Capital, LLC	$9.2M	$67.5M
Diversified Enterprises, LLC	$9.5M	$66.1M
Cetera Investment Advisers	$10.3M	$61.7M
FAS Wealth Partners, Inc.	$20.1M	$45.3M
Everhart Financial Group, Inc.	$960K	$64.2M

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: SLYV institutional holders, SLYG institutional holders.

Frequently asked questions

How much do SLYV and SLYG overlap?

27.9% by weight, with 205 holdings in common, using holdings for SLYV as of June 30, 2026 and SLYG as of June 30, 2026. The largest shared position is ESI.

Do institutions hold both SLYV and SLYG?

373 Form 13F filers report positions in both, out of 802 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%.