XCHG vs NPFE overlap
XCHG and NPFE overlap 32.1% by weight, across 228 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (XCHG: May 31, 2026, NPFE: 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 | NPFE | Overlap |
|---|---|---|---|
| Microsoft Corp.MSFT | 6.10% | 9.99% | 6.10% |
| Amazon.COM Inc.AMZN | 5.09% | 3.69% | 3.69% |
| Nvidia Corp.NVDA | 8.02% | 3.45% | 3.45% |
| VISA Inc.-Class aV | 2.54% | 3.13% | 2.54% |
| Alphabet Inc.-aGOOGL | 2.50% | 5.50% | 2.50% |
| Taiwan Semic-ADRTSM | 1.65% | 3.69% | 1.65% |
| Thermo FisherTMO | 1.21% | 2.03% | 1.21% |
| Eaton Corp. PLCETN | 1.32% | 1.20% | 1.20% |
| Merck & CoMRK | 1.15% | 2.90% | 1.15% |
| Applied MaterialAMAT | 1.10% | 4.41% | 1.10% |
| Linde PLCLIN | 0.71% | 2.68% | 0.71% |
| Home Depot Inc.HD | 0.68% | 0.84% | 0.68% |
| Apple Inc.AAPL | 5.29% | 0.64% | 0.64% |
| TJX COS Inc.TJX | 0.57% | 0.92% | 0.57% |
| Alphabet Inc.-CGOOG | 4.22% | 0.52% | 0.52% |
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; NPFE, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XCHG | NPFE |
|---|---|---|
| UBS Group AG | $53 | $106K |
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, NPFE institutional holders.
Frequently asked questions
How much do XCHG and NPFE overlap?
32.1% by weight, with 228 holdings in common, using holdings for XCHG as of May 31, 2026 and NPFE as of July 31, 2026. The largest shared position is MSFT.
Do institutions hold both XCHG and NPFE?
1 Form 13F filers report positions in both, out of 6 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%.