TAX vs FDIF overlap

TAX and FDIF overlap 0.0% by weight, across 0 shared holdings.

TAXFDIF

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

TAX0.0% of the fund is in shared holdings, of 94

FDIF0.0% of the fund is in shared holdings, of 5

Top shared holdings

These funds hold nothing in common.

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

institutions report holding both, of 27 holding any

TAX2.6% of its 13F dollars, 12.5% of its 8 holders

FDIF1.3% of its 13F dollars, 5.0% of its 20 holders

Largest institutions holding both

Firm	TAX	FDIF
Farther Finance Advisors, LLC	$382K	$181K

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, FDIF institutional holders.

Frequently asked questions

How much do TAX and FDIF overlap?

0.0% by weight, with 0 holdings in common, using holdings for TAX as of May 29, 2026 and FDIF as of May 31, 2026.

Do institutions hold both TAX and FDIF?

1 Form 13F filers report positions in both, out of 27 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%.