XXV vs UPGD overlap
XXV and UPGD 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: XXV, SEC Form N-PORT, June 30, 2026; UPGD, SEC Form N-PORT, July 31, 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: XXV institutional holders, UPGD institutional holders.
Frequently asked questions
How much do XXV and UPGD overlap?
0.0% by weight, with 0 holdings in common, using holdings for XXV as of June 30, 2026 and UPGD as of July 31, 2026.
Do institutions hold both XXV and UPGD?
0 Form 13F filers report positions in both, out of 44 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%.