USFE vs AOTG overlap
USFE and AOTG overlap 10.5% by weight, across 5 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (USFE: July 31, 2026, AOTG: May 29, 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 | USFE | AOTG | Overlap |
|---|---|---|---|
| Alphabet Inc.-CGOOG | 4.80% | 2.99% | 2.99% |
| Salesforce Inc.CRM | 2.61% | 2.76% | 2.61% |
| Oracle Corp.ORCL | 2.16% | 3.27% | 2.16% |
| Microsoft Corp.MSFT | 1.54% | 3.98% | 1.54% |
| META Platforms-aMETA | 3.68% | 1.19% | 1.19% |
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: USFE, SEC Form N-PORT, July 31, 2026; AOTG, SEC Form N-PORT, May 29, 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: USFE institutional holders, AOTG institutional holders.
Frequently asked questions
How much do USFE and AOTG overlap?
10.5% by weight, with 5 holdings in common, using holdings for USFE as of July 31, 2026 and AOTG as of May 29, 2026. The largest shared position is GOOG.
Do institutions hold both USFE and AOTG?
0 Form 13F filers report positions in both, out of 6 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%.