TAXT vs DYFI overlap
TAXT and DYFI 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: TAXT, SEC Form N-PORT, June 30, 2026; DYFI, SEC Form N-PORT, July 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: TAXT institutional holders, DYFI institutional holders.
Frequently asked questions
How much do TAXT and DYFI overlap?
0.0% by weight, with 0 holdings in common, using holdings for TAXT as of June 30, 2026 and DYFI as of July 31, 2026.
Do institutions hold both TAXT and DYFI?
0 Form 13F filers report positions in both, out of 23 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%.