SPXD vs HIS overlap
SPXD and HIS overlap 17.6% by weight, across 44 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SPXD | HIS | Overlap |
|---|---|---|---|
| Berkshire HATH-BBRK/B | 3.54% | 2.60% | 2.60% |
| Costco WholesaleCOST | 1.20% | 2.62% | 1.20% |
| Apple Inc.AAPL | 1.12% | 6.36% | 1.12% |
| Walmart Inc.WMT | 1.08% | 1.18% | 1.08% |
| Microsoft Corp.MSFT | 0.94% | 5.51% | 0.94% |
| Unitedhealth GRPUNH | 0.84% | 3.82% | 0.84% |
| Amazon.COM Inc.AMZN | 0.74% | 5.04% | 0.74% |
| JPMorgan ChaseJPM | 0.70% | 1.96% | 0.70% |
| Alphabet Inc.-aGOOGL | 0.59% | 6.14% | 0.59% |
| Exxon Mobil Corp.XOM | 0.56% | 1.20% | 0.56% |
| Goldman Sachs GPGS | 0.51% | 2.83% | 0.51% |
| Broadcom Inc.AVGO | 0.46% | 3.30% | 0.46% |
| Delta Air LIDAL | 0.42% | 2.54% | 0.42% |
| Chevron Corp.CVX | 0.38% | 1.19% | 0.38% |
| Thermo FisherTMO | 0.37% | 0.80% | 0.37% |
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: SPXD, SEC Form N-PORT, May 31, 2026; HIS, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SPXD | HIS |
|---|---|---|
| Royal Bank of Canada | $276K | $1.3M |
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: SPXD institutional holders, HIS institutional holders.
Frequently asked questions
How much do SPXD and HIS overlap?
17.6% by weight, with 44 holdings in common, using holdings for SPXD as of May 31, 2026 and HIS as of June 30, 2026. The largest shared position is BRK/B.
Do institutions hold both SPXD and HIS?
1 Form 13F filers report positions in both, out of 8 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%.