XXX vs BBB overlap
XXX and BBB overlap 73.5% by weight, across 448 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | XXX | BBB | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 6.13% | 5.90% | 5.90% |
| Apple Inc.AAPL | 5.23% | 4.96% | 4.96% |
| Microsoft Corp.MSFT | 3.33% | 3.30% | 3.30% |
| Amazon.COM Inc.AMZN | 2.85% | 2.80% | 2.80% |
| Alphabet Inc.-aGOOGL | 2.61% | 2.51% | 2.51% |
| Broadcom Inc.AVGO | 2.15% | 2.21% | 2.15% |
| Alphabet Inc.-CGOOG | 2.08% | 2.01% | 2.01% |
| Micron TechMU | 1.87% | 1.61% | 1.61% |
| META Platforms-aMETA | 1.60% | 1.47% | 1.47% |
| Tesla Inc.TSLA | 1.54% | 1.44% | 1.44% |
| ADV Micro DeviceAMD | 1.30% | 1.17% | 1.17% |
| ELI Lilly & CoLLY | 1.22% | 1.11% | 1.11% |
| Berkshire HATH-BBRK/B | 1.12% | 1.09% | 1.09% |
| JPMorgan ChaseJPM | 1.06% | 1.04% | 1.04% |
| Intel Corp.INTC | 0.79% | 0.78% | 0.78% |
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: XXX, SEC Form N-PORT, June 30, 2026; BBB, 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: XXX institutional holders, BBB institutional holders.
Frequently asked questions
How much do XXX and BBB overlap?
73.5% by weight, with 448 holdings in common, using holdings for XXX as of June 30, 2026 and BBB as of June 30, 2026. The largest shared position is NVDA.
Do institutions hold both XXX and BBB?
0 Form 13F filers report positions in both, out of 3 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%.