USEW vs SHE overlap
USEW and SHE overlap 25.7% by weight, across 145 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | USEW | SHE | Overlap |
|---|---|---|---|
| Broadcom Inc.AVGO | 1.27% | 4.05% | 1.27% |
| Microsoft Corp.MSFT | 1.12% | 3.94% | 1.12% |
| Nvidia Corp.NVDA | 1.06% | 4.00% | 1.06% |
| JPMorgan ChaseJPM | 0.93% | 2.97% | 0.93% |
| Starbucks Corp.SBUX | 0.63% | 0.63% | 0.63% |
| Thermo FisherTMO | 0.72% | 0.58% | 0.58% |
| Intel Corp.INTC | 0.52% | 4.05% | 0.52% |
| Costco WholesaleCOST | 0.52% | 1.29% | 0.52% |
| Abbvie Inc.ABBV | 0.49% | 1.27% | 0.49% |
| GE Vernova Inc.GEV | 0.44% | 0.98% | 0.44% |
| ADV Micro DeviceAMD | 0.39% | 6.06% | 0.39% |
| Texas InstrumentTXN | 0.38% | 1.55% | 0.38% |
| Oracle Corp.ORCL | 0.31% | 1.60% | 0.31% |
| Merck & CoMRK | 0.29% | 1.00% | 0.29% |
| Johnson&JohnsonJNJ | 0.27% | 1.45% | 0.27% |
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: USEW, SEC Form N-PORT, May 29, 2026; SHE, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | USEW | SHE |
|---|---|---|
| UBS Group AG | $161K | $2.9M |
| Mercer Global Advisors Inc. | $1.3M | $677K |
| Wealth Enhancement Advisory Services, LLC | $746K | $838K |
| Citadel Advisors LLC | $497K | $908K |
| HighTower Advisors, LLC | $1.0M | $300K |
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: USEW institutional holders, SHE institutional holders.
Frequently asked questions
How much do USEW and SHE overlap?
25.7% by weight, with 145 holdings in common, using holdings for USEW as of May 29, 2026 and SHE as of June 30, 2026. The largest shared position is AVGO.
Do institutions hold both USEW and SHE?
5 Form 13F filers report positions in both, out of 164 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%.