UNIY vs IBDX overlap
UNIY and IBDX overlap 1.2% by weight, across 179 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (UNIY: May 31, 2026, IBDX: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | UNIY | IBDX | Overlap |
|---|---|---|---|
| UBS Americas Inc.UBS | 0.08% | 0.25% | 0.08% |
| Citigroup Inc. | 0.05% | 0.33% | 0.05% |
| Toronto DOM BankTD | 0.05% | 0.60% | 0.05% |
| America Movil SA | 0.05% | 0.21% | 0.05% |
| VICI PropertieVICI | 0.05% | 0.45% | 0.05% |
| Target Corp.TGT | 0.04% | 0.29% | 0.04% |
| GSK Consumer | 0.03% | 0.57% | 0.03% |
| GE Healthcare | 0.03% | 0.55% | 0.03% |
| Alexandria RealARE | 0.03% | 0.24% | 0.03% |
| Verizon COMM Inc.VZ | 0.03% | 1.24% | 0.03% |
| Sprint Cap Corp.S | 0.02% | 0.69% | 0.02% |
| Pacific Gas&ELEC | 0.02% | 0.13% | 0.02% |
| Advent Health SY | 0.02% | 0.09% | 0.02% |
| Bank Nova Scotia | 0.02% | 0.25% | 0.02% |
| Ford Motor Co | 0.02% | 0.66% | 0.02% |
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: UNIY, SEC Form N-PORT, May 31, 2026; IBDX, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | UNIY | IBDX |
|---|---|---|
| UBS Group AG | $44K | $30.5M |
| LPL Financial LLC | $498K | $14.2M |
| Susquehanna International Group, LLP | $653K | $949K |
| Citadel Advisors LLC | $660K | $290K |
| JPMorgan Chase & Co | $262K | $369K |
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: UNIY institutional holders, IBDX institutional holders.
Frequently asked questions
How much do UNIY and IBDX overlap?
1.2% by weight, with 179 holdings in common, using holdings for UNIY as of May 31, 2026 and IBDX as of July 31, 2026. The largest shared position is UBS.
Do institutions hold both UNIY and IBDX?
5 Form 13F filers report positions in both, out of 232 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%.