SRHR vs SPUU overlap

SRHR and SPUU overlap 0.2% by weight, across 7 shared holdings.

SRHRSPUU

Pick 2 to 4 ETFs.

0.2%

overlap by weight, across 7 shared holdings

SRHR29.4% of the fund is in shared holdings, of 25

SPUU0.2% of the fund is in shared holdings, of 503

Top shared holdings

Holding	SRHR	SPUU	Overlap
Realty IncomeO	6.69%	0.09%	0.09%
Extra Space STOREXR	3.34%	0.04%	0.04%
Invitation HomesINVH	3.59%	0.02%	0.02%
HOST Hotels & REHST	4.78%	0.02%	0.02%
Mid-America APARMAA	1.95%	0.02%	0.02%
Healthpeak PropeDOC	5.78%	0.02%	0.02%
Alexandria RealARE	3.31%	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: SRHR, SEC Form N-PORT, July 31, 2026; SPUU, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 29 holding any

SRHR0.5% of its 13F dollars, 33.3% of its 3 holders

SPUU3.2% of its 13F dollars, 3.7% of its 27 holders

Largest institutions holding both

Firm	SRHR	SPUU
Citadel Advisors LLC	$257K	$1.7M

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: SRHR institutional holders, SPUU institutional holders.

Frequently asked questions

How much do SRHR and SPUU overlap?

0.2% by weight, with 7 holdings in common, using holdings for SRHR as of July 31, 2026 and SPUU as of July 31, 2026. The largest shared position is O.

Do institutions hold both SRHR and SPUU?

1 Form 13F filers report positions in both, out of 29 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%.