TAX vs SPDF overlap
TAX and SPDF overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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; SPDF, 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: TAX institutional holders, SPDF institutional holders.
Frequently asked questions
How much do TAX and SPDF overlap?
0.0% by weight, with 0 holdings in common, using holdings for TAX as of May 29, 2026 and SPDF as of June 30, 2026.
Do institutions hold both TAX and SPDF?
0 Form 13F filers report positions in both, out of 9 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%.