XDAT vs SIMS overlap

XDAT and SIMS overlap 1.7% by weight, across 1 shared holdings.

XDATSIMS

Pick 2 to 4 ETFs.

1.7%

overlap by weight, across 1 shared holdings

XDAT2.4% of the fund is in shared holdings, of 59

SIMS1.7% of the fund is in shared holdings, of 53

Top shared holdings

Holding	XDAT	SIMS	Overlap
ROKU Inc.ROKU	2.39%	1.70%	1.70%

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: XDAT, SEC Form N-PORT, June 30, 2026; SIMS, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 19 holding any

XDAT22.8% of its 13F dollars, 28.6% of its 7 holders

SIMS21.6% of its 13F dollars, 14.3% of its 14 holders

Largest institutions holding both

Firm	XDAT	SIMS
Citadel Advisors LLC	$438K	$423K
Morgan Stanley	$33	$4K

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: XDAT institutional holders, SIMS institutional holders.

Frequently asked questions

How much do XDAT and SIMS overlap?

1.7% by weight, with 1 holdings in common, using holdings for XDAT as of June 30, 2026 and SIMS as of June 30, 2026. The largest shared position is ROKU.

Do institutions hold both XDAT and SIMS?

2 Form 13F filers report positions in both, out of 19 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%.