XCHG vs LSVD overlap
XCHG and LSVD overlap 37.7% by weight, across 77 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (XCHG: May 31, 2026, LSVD: 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
| Holding | XCHG | LSVD | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 8.02% | 6.39% | 6.39% |
| Apple Inc.AAPL | 5.29% | 4.94% | 4.94% |
| Amazon.COM Inc.AMZN | 5.09% | 4.14% | 4.14% |
| Alphabet Inc.-CGOOG | 4.22% | 3.37% | 3.37% |
| Microsoft Corp.MSFT | 6.10% | 3.12% | 3.12% |
| Alphabet Inc.-aGOOGL | 2.50% | 3.92% | 2.50% |
| META Platforms-aMETA | 3.16% | 1.99% | 1.99% |
| Merck & CoMRK | 1.15% | 1.43% | 1.15% |
| Applied MaterialAMAT | 1.10% | 1.88% | 1.10% |
| Walt Disney Co/TDIS | 1.29% | 0.96% | 0.96% |
| Broadcom Inc.AVGO | 3.85% | 0.94% | 0.94% |
| Goldman Sachs GPGS | 0.91% | 1.02% | 0.91% |
| Unitedhealth GRPUNH | 1.49% | 0.77% | 0.77% |
| Cisco SystemsCSCO | 0.76% | 1.75% | 0.76% |
| Bank of AmericaBAC | 1.08% | 0.53% | 0.53% |
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: XCHG, SEC Form N-PORT, May 31, 2026; LSVD, SEC Form N-PORT, July 31, 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: XCHG institutional holders, LSVD institutional holders.
Frequently asked questions
How much do XCHG and LSVD overlap?
37.7% by weight, with 77 holdings in common, using holdings for XCHG as of May 31, 2026 and LSVD as of July 31, 2026. The largest shared position is NVDA.
Do institutions hold both XCHG and LSVD?
0 Form 13F filers report positions in both, out of 5 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%.