SMIG vs DSPY overlap
SMIG and DSPY overlap 0.6% by weight, across 14 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SMIG | DSPY | Overlap |
|---|---|---|---|
| Atmos EnergyATO | 1.16% | 0.10% | 0.10% |
| Targa ResourcesTRGP | 4.89% | 0.09% | 0.09% |
| Netapp Inc.NTAP | 2.43% | 0.07% | 0.07% |
| Hartford InsuranHIG | 2.68% | 0.06% | 0.06% |
| CBOE Global MarkCBOE | 1.57% | 0.05% | 0.05% |
| Nisource Inc.NI | 3.30% | 0.04% | 0.04% |
| Hubbell Inc.HUBB | 4.01% | 0.03% | 0.03% |
| Broadridge FINLBR | 0.67% | 0.03% | 0.03% |
| CMS Energy Corp.CMS | 1.76% | 0.03% | 0.03% |
| Avery DennisonAVY | 0.90% | 0.02% | 0.02% |
| Packaging Corp.PKG | 3.30% | 0.02% | 0.02% |
| SNAP-on Inc.SNA | 4.70% | 0.02% | 0.02% |
| Alliant EnergyLNT | 3.05% | 0.02% | 0.02% |
| Allegion PLCALLE | 0.98% | 0.01% | 0.01% |
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: SMIG, SEC Form N-PORT, June 30, 2026; DSPY, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SMIG | DSPY |
|---|---|---|
| UBS Group AG | $49.0M | $12K |
| LPL Financial LLC | $14.5M | $7.3M |
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: SMIG institutional holders, DSPY institutional holders.
Frequently asked questions
How much do SMIG and DSPY overlap?
0.6% by weight, with 14 holdings in common, using holdings for SMIG as of June 30, 2026 and DSPY as of May 31, 2026. The largest shared position is ATO.
Do institutions hold both SMIG and DSPY?
2 Form 13F filers report positions in both, out of 73 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%.