UPSD vs SELV overlap
UPSD and SELV overlap 27.1% by weight, across 32 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | UPSD | SELV | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 5.12% | 2.83% | 2.83% |
| Microsoft Corp.MSFT | 3.31% | 2.09% | 2.09% |
| Alphabet Inc.-CGOOG | 1.64% | 2.75% | 1.64% |
| Johnson&JohnsonJNJ | 1.55% | 3.14% | 1.55% |
| Cardinal HealthCAH | 1.31% | 3.17% | 1.31% |
| McKesson Corp.MCK | 1.24% | 2.34% | 1.24% |
| Altria Group Inc.MO | 1.14% | 2.43% | 1.14% |
| Chubb Ltd.CB | 1.14% | 1.67% | 1.14% |
| Philip Morris inPM | 1.02% | 1.04% | 1.02% |
| At&T Inc.T | 0.98% | 2.03% | 0.98% |
| Travelers COS inTRV | 0.96% | 1.06% | 0.96% |
| Waste ManagementWM | 0.86% | 1.42% | 0.86% |
| Cencora Inc.COR | 0.84% | 0.96% | 0.84% |
| Motorola SolutioMSI | 0.81% | 2.20% | 0.81% |
| Colgate-PalmolivCL | 0.80% | 2.24% | 0.80% |
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: UPSD, SEC Form N-PORT, July 31, 2026; SELV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | UPSD | SELV |
|---|---|---|
| Envestnet Asset Management Inc. | $18.6M | $2.5M |
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: UPSD institutional holders, SELV institutional holders.
Frequently asked questions
How much do UPSD and SELV overlap?
27.1% by weight, with 32 holdings in common, using holdings for UPSD as of July 31, 2026 and SELV as of June 30, 2026. The largest shared position is AAPL.
Do institutions hold both UPSD and SELV?
1 Form 13F filers report positions in both, out of 68 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%.