SMHC vs DIV overlap

SMHC and DIV overlap 0.0% by weight, across 0 shared holdings.

SMHCDIV

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

SMHC0.0% of the fund is in shared holdings, of 25

DIV0.0% of the fund is in shared holdings, of 50

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: SMHC, SEC Form N-PORT, June 30, 2026; DIV, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 132 holding any

SMHC3.2% of its 13F dollars, 20.0% of its 5 holders

DIV3.8% of its 13F dollars, 0.8% of its 128 holders

Largest institutions holding both

Firm	SMHC	DIV
Goldman Sachs Group Inc.	$6.8M	$7.8M

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: SMHC institutional holders, DIV institutional holders.

Frequently asked questions

How much do SMHC and DIV overlap?

0.0% by weight, with 0 holdings in common, using holdings for SMHC as of June 30, 2026 and DIV as of July 31, 2026.

Do institutions hold both SMHC and DIV?

1 Form 13F filers report positions in both, out of 132 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%.