SPDV vs DIVL overlap

SPDV and DIVL overlap 6.3% by weight, across 4 shared holdings.

SPDVDIVL

Pick 2 to 4 ETFs.

6.3%

overlap by weight, across 4 shared holdings

SPDV7.7% of the fund is in shared holdings, of 50

DIVL10.2% of the fund is in shared holdings, of 36

Top shared holdings

Holding	SPDV	DIVL	Overlap
Amgen Inc.AMGN	2.01%	2.51%	2.01%
Nextera EnergyNEE	1.85%	4.13%	1.85%
LOWE'S COS Inc.LOW	1.34%	2.47%	1.34%
EOG ResourcesEOG	2.46%	1.13%	1.13%

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: SPDV, SEC Form N-PORT, July 31, 2026; DIVL, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 42 holding any

SPDV1.3% of its 13F dollars, 2.5% of its 40 holders

DIVL0.5% of its 13F dollars, 33.3% of its 3 holders

Largest institutions holding both

Firm	SPDV	DIVL
Susquehanna International Group, LLP	$677K	$235K

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: SPDV institutional holders, DIVL institutional holders.

Frequently asked questions

How much do SPDV and DIVL overlap?

6.3% by weight, with 4 holdings in common, using holdings for SPDV as of July 31, 2026 and DIVL as of June 30, 2026. The largest shared position is AMGN.

Do institutions hold both SPDV and DIVL?

1 Form 13F filers report positions in both, out of 42 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%.