UYLD vs CORB overlap

UYLD and CORB overlap 1.8% by weight, across 29 shared holdings.

UYLDCORB

Pick 2 to 4 ETFs.

1.8%

overlap by weight, across 29 shared holdings

UYLD4.1% of the fund is in shared holdings, of 516

CORB2.1% of the fund is in shared holdings, of 693

These funds report on different dates (UYLD: July 31, 2026, CORB: May 31, 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	UYLD	CORB	Overlap
CDW LLC/CDW FIN	0.29%	0.26%	0.26%
Lobel Automobile Receivables Trust 2026-1	0.16%	0.17%	0.16%
Vistra Operation	0.16%	0.27%	0.16%
JP Morgan Mortgage Trust Series 2025-CES7JPMMT	0.22%	0.10%	0.10%
Upgrade Master Pass-Thru Trust Series 2026-ST1	0.09%	0.10%	0.09%
Lendbuzz Securitization Trust 2026-1	0.12%	0.09%	0.09%
Stacr 2025-HQA1 A1	0.08%	0.08%	0.08%
Pagaya Ai Debt Grantor Trust 2024-9	0.12%	0.07%	0.07%
Freddie Mac, Series 2022-DNA3, Class M1	0.30%	0.07%	0.07%
GPN 4.95 08/15/27GPN	0.19%	0.07%	0.07%
Pagaya Point of Sale Holdings Grantor Trust 2025-1	0.37%	0.06%	0.06%
Bridgecrest Lending Auto Securitization Trust 2026-2	0.06%	0.15%	0.06%
Southwest Air	0.14%	0.06%	0.06%
International FL	0.35%	0.06%	0.06%
Carnival CorpCCL	0.40%	0.06%	0.06%

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: UYLD, SEC Form N-PORT, July 31, 2026; CORB, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 102 holding any

UYLD5.1% of its 13F dollars, 2.0% of its 99 holders

CORB0.1% of its 13F dollars, 40.0% of its 5 holders

Largest institutions holding both

Firm	UYLD	CORB
UBS Group AG	$46.0M	$680
Kestra Advisory Services, LLC	$9.3M	$551K

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: UYLD institutional holders, CORB institutional holders.

Frequently asked questions

How much do UYLD and CORB overlap?

1.8% by weight, with 29 holdings in common, using holdings for UYLD as of July 31, 2026 and CORB as of May 31, 2026. The largest shared position is CDW LLC/CDW FIN.

Do institutions hold both UYLD and CORB?

2 Form 13F filers report positions in both, out of 102 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%.