UTHY vs EVHY overlap

UTHY and EVHY overlap 0.0% by weight, across 0 shared holdings.

UTHYEVHY

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

UTHY0.0% of the fund is in shared holdings, of 1

EVHY0.0% of the fund is in shared holdings, of 272

Top shared holdings

These funds hold nothing in common.

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: UTHY, SEC Form N-PORT, May 31, 2026; EVHY, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 18 holding any

UTHY0.0% of its 13F dollars, 7.1% of its 14 holders

EVHY91.4% of its 13F dollars, 20.0% of its 5 holders

Largest institutions holding both

Firm	UTHY	EVHY
Morgan Stanley	$41	$8.9M

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: UTHY institutional holders, EVHY institutional holders.

Frequently asked questions

How much do UTHY and EVHY overlap?

0.0% by weight, with 0 holdings in common, using holdings for UTHY as of May 31, 2026 and EVHY as of June 30, 2026.

Do institutions hold both UTHY and EVHY?

1 Form 13F filers report positions in both, out of 18 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%.