SYZ vs JHDV overlap
SYZ and JHDV overlap 0.8% by weight, across 4 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SYZ | JHDV | Overlap |
|---|---|---|---|
| Evercore Inc.EVR | 0.33% | 0.56% | 0.33% |
| HOST Hotels & REHST | 0.19% | 0.47% | 0.19% |
| Gaming and LeisuGLPI | 0.14% | 1.70% | 0.14% |
| AMER FINL GroupAFG | 0.14% | 1.92% | 0.14% |
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; JHDV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
No 13F filer reports holding both.
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, JHDV institutional holders.
Frequently asked questions
How much do SYZ and JHDV overlap?
0.8% by weight, with 4 holdings in common, using holdings for SYZ as of June 30, 2026 and JHDV as of June 30, 2026. The largest shared position is EVR.
Do institutions hold both SYZ and JHDV?
0 Form 13F filers report positions in both, out of 13 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%.