XOEX vs RKSG overlap
XOEX and RKSG overlap 9.6% by weight, across 28 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | XOEX | RKSG | Overlap |
|---|---|---|---|
| Merck & CoMRK | 2.01% | 2.01% | 2.01% |
| RTX Corp.RTX | 1.64% | 1.55% | 1.55% |
| Amgen Inc.AMGN | 1.24% | 1.24% | 1.24% |
| Gilead SciencesGILD | 1.13% | 1.28% | 1.13% |
| Lockheed MartinLMT | 0.72% | 1.90% | 0.72% |
| Colgate-PalmolivCL | 0.50% | 1.31% | 0.50% |
| IBMIBM | 1.90% | 0.41% | 0.41% |
| Nextera EnergyNEE | 1.23% | 0.26% | 0.26% |
| Linde PLCLIN | 1.58% | 0.12% | 0.12% |
| Capital One FINACOF | 0.80% | 0.11% | 0.11% |
| ADV Micro DeviceAMD | 5.73% | 0.11% | 0.11% |
| Booking HoldingsBKNG | 0.92% | 0.11% | 0.11% |
| Bank NY MellonBNY | 0.65% | 0.11% | 0.11% |
| Simon PropertySPG | 0.46% | 0.10% | 0.10% |
| Union PAC Corp.UNP | 1.06% | 0.10% | 0.10% |
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: XOEX, SEC Form N-PORT, May 29, 2026; RKSG, SEC Form N-PORT, June 30, 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: XOEX institutional holders, RKSG institutional holders.
Frequently asked questions
How much do XOEX and RKSG overlap?
9.6% by weight, with 28 holdings in common, using holdings for XOEX as of May 29, 2026 and RKSG as of June 30, 2026. The largest shared position is MRK.
Do institutions hold both XOEX and RKSG?
0 Form 13F filers report positions in both, out of 9 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%.