XHE vs ENDW overlap
XHE and ENDW overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: XHE, SEC Form N-PORT, June 30, 2026; ENDW, SEC Form N-PORT, May 29, 2026.
Largest institutions holding both
| Firm | XHE | ENDW |
|---|---|---|
| NewEdge Advisors, LLC | $8K | $11.2M |
| Citadel Advisors LLC | $1.0M | $307K |
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: XHE institutional holders, ENDW institutional holders.
Frequently asked questions
How much do XHE and ENDW overlap?
0.0% by weight, with 0 holdings in common, using holdings for XHE as of June 30, 2026 and ENDW as of May 29, 2026.
Do institutions hold both XHE and ENDW?
2 Form 13F filers report positions in both, out of 88 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%.