USOY vs KSLV overlap

USOY and KSLV overlap 38.0% by weight, across 2 shared holdings.

USOYKSLV

Pick 2 to 4 ETFs.

38.0%

overlap by weight, across 2 shared holdings

USOY44.8% of the fund is in shared holdings, of 5

KSLV59.0% of the fund is in shared holdings, of 3

Top shared holdings

Holding	USOY	KSLV	Overlap
Treasury Bill	42.91%	36.07%	36.07%
B 0 06/11/26B	1.88%	22.96%	1.88%

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: USOY, SEC Form N-PORT, May 31, 2026; KSLV, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 20 holding any

USOY54.5% of its 13F dollars, 15.4% of its 13 holders

KSLV15.4% of its 13F dollars, 22.2% of its 9 holders

Largest institutions holding both

Firm	USOY	KSLV
Old Mission Capital LLC	$862K	$249K
Steward Partners Investment Advisory, LLC	$14K	$34K

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: USOY institutional holders, KSLV institutional holders.

Frequently asked questions

How much do USOY and KSLV overlap?

38.0% by weight, with 2 holdings in common, using holdings for USOY as of May 31, 2026 and KSLV as of May 31, 2026. The largest shared position is TREASURY BILL.

Do institutions hold both USOY and KSLV?

2 Form 13F filers report positions in both, out of 20 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%.