XSHD vs OVS overlap

XSHD and OVS overlap 0.0% by weight, across 0 shared holdings.

XSHDOVS

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

XSHD0.0% of the fund is in shared holdings, of 55

OVS0.0% of the fund is in shared holdings, of 1

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: XSHD, SEC Form N-PORT, May 31, 2026; OVS, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 43 holding any

XSHD1.4% of its 13F dollars, 8.1% of its 37 holders

OVS2.7% of its 13F dollars, 33.3% of its 9 holders

Largest institutions holding both

Firm	XSHD	OVS
Wealthcare Advisory Partners LLC	$173K	$305K
Wells Fargo & Company	$6	$210K
Osaic Holdings, Inc.	$72K	$51K

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: XSHD institutional holders, OVS institutional holders.

Frequently asked questions

How much do XSHD and OVS overlap?

0.0% by weight, with 0 holdings in common, using holdings for XSHD as of May 31, 2026 and OVS as of May 31, 2026.

Do institutions hold both XSHD and OVS?

3 Form 13F filers report positions in both, out of 43 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%.