TAX vs BUYB overlap
TAX and BUYB overlap 12.1% by weight, across 12 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | TAX | BUYB | Overlap |
|---|---|---|---|
| Comfort SystemsFIX | 1.47% | 1.71% | 1.47% |
| Jabil Inc.JBL | 1.43% | 1.82% | 1.43% |
| Deckers OutdoorDECK | 1.09% | 1.53% | 1.09% |
| ELI Lilly & CoLLY | 1.02% | 1.67% | 1.02% |
| Textron Inc.TXT | 0.99% | 1.44% | 0.99% |
| Henry Schein Inc.HSIC | 0.98% | 1.45% | 0.98% |
| Loews Corp.L | 0.95% | 1.35% | 0.95% |
| Pultegroup Inc.PHM | 0.88% | 1.41% | 0.88% |
| Adobe Inc.ADBE | 0.85% | 1.55% | 0.85% |
| McKesson Corp.MCK | 0.85% | 1.22% | 0.85% |
| Paypal HoldingsPYPL | 0.80% | 1.40% | 0.80% |
| ULTA Beauty Inc.ULTA | 0.76% | 1.37% | 0.76% |
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: TAX, SEC Form N-PORT, May 29, 2026; BUYB, SEC Form N-PORT, May 31, 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: TAX institutional holders, BUYB institutional holders.
Frequently asked questions
How much do TAX and BUYB overlap?
12.1% by weight, with 12 holdings in common, using holdings for TAX as of May 29, 2026 and BUYB as of May 31, 2026. The largest shared position is FIX.
Do institutions hold both TAX and BUYB?
0 Form 13F filers report positions in both, out of 16 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%.