SYZ vs FTDS overlap
SYZ and FTDS overlap 1.4% by weight, across 10 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SYZ | FTDS | Overlap |
|---|---|---|---|
| Popular Inc.BPOP | 0.22% | 2.23% | 0.22% |
| Zions Bancorp NAZION | 0.22% | 2.20% | 0.22% |
| Ovintiv Inc.OVV | 0.20% | 1.99% | 0.20% |
| Everest Group LTEG | 0.17% | 2.03% | 0.17% |
| Western AllianceWAL | 0.15% | 2.06% | 0.15% |
| Cullen/FrostCFR | 0.14% | 2.15% | 0.14% |
| Aptargroup Inc.ATR | 0.14% | 1.91% | 0.14% |
| Jack HenryJKHY | 0.12% | 1.78% | 0.12% |
| RPM Intl Inc.RPM | 0.04% | 2.02% | 0.04% |
| McCormick-N/VMKC | 0.01% | 1.85% | 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: SYZ, SEC Form N-PORT, June 30, 2026; FTDS, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SYZ | FTDS |
|---|---|---|
| Osaic Holdings, Inc. | $927 | $151K |
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: SYZ institutional holders, FTDS institutional holders.
Frequently asked questions
How much do SYZ and FTDS overlap?
1.4% by weight, with 10 holdings in common, using holdings for SYZ as of June 30, 2026 and FTDS as of June 30, 2026. The largest shared position is BPOP.
Do institutions hold both SYZ and FTDS?
1 Form 13F filers report positions in both, out of 48 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%.