SPXD vs ION overlap

SPXD and ION overlap 0.0% by weight, across 1 shared holdings.

SPXDION

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 1 shared holdings

SPXD0.0% of the fund is in shared holdings, of 502

ION3.2% of the fund is in shared holdings, of 51

Top shared holdings

Holding	SPXD	ION	Overlap
Albemarle Corp.ALB	0.02%	3.20%	0.02%

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; ION, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 10 holding any

SPXD0.1% of its 13F dollars, 33.3% of its 3 holders

ION0.3% of its 13F dollars, 12.5% of its 8 holders

Largest institutions holding both

Firm	SPXD	ION
Osaic Holdings, Inc.	$5K	$12K

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, ION institutional holders.

Frequently asked questions

How much do SPXD and ION overlap?

0.0% by weight, with 1 holdings in common, using holdings for SPXD as of May 31, 2026 and ION as of May 31, 2026. The largest shared position is ALB.

Do institutions hold both SPXD and ION?

1 Form 13F filers report positions in both, out of 10 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%.