XAIX vs MEDI overlap

XAIX and MEDI overlap 0.0% by weight, across 0 shared holdings.

XAIXMEDI

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

XAIX0.0% of the fund is in shared holdings, of 91

MEDI0.0% of the fund is in shared holdings, of 44

These funds report on different dates (XAIX: May 31, 2026, MEDI: July 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

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: XAIX, SEC Form N-PORT, May 31, 2026; MEDI, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 53 holding any

XAIX19.1% of its 13F dollars, 12.5% of its 48 holders

MEDI67.0% of its 13F dollars, 54.5% of its 11 holders

Largest institutions holding both

Firm	XAIX	MEDI
LPL Financial LLC	$2.6M	$8.0M
Commonwealth Equity Services, LLC	$290K	$7.1M
Citadel Advisors LLC	$1.3M	$709K
Truist Financial Corp.	$491K	$925K
Osaic Holdings, Inc.	$225K	$744K
Private Trust Co NA	$85K	$13K

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: XAIX institutional holders, MEDI institutional holders.

Frequently asked questions

How much do XAIX and MEDI overlap?

0.0% by weight, with 0 holdings in common, using holdings for XAIX as of May 31, 2026 and MEDI as of July 31, 2026.

Do institutions hold both XAIX and MEDI?

6 Form 13F filers report positions in both, out of 53 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%.