ZHOG vs HSMV overlap

ZHOG and HSMV overlap 0.0% by weight, across 0 shared holdings.

ZHOGHSMV

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

ZHOG0.0% of the fund is in shared holdings, of 62

HSMV0.0% of the fund is in shared holdings, of 150

These funds report on different dates (ZHOG: May 31, 2026, HSMV: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.

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: ZHOG, SEC Form N-PORT, May 31, 2026; HSMV, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 22 holding any

ZHOG2.4% of its 13F dollars, 28.6% of its 7 holders

HSMV16.9% of its 13F dollars, 11.8% of its 17 holders

Largest institutions holding both

Firm	ZHOG	HSMV
LPL Financial LLC	$966K	$6.8M
UBS Group AG	$9K	$11K

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: ZHOG institutional holders, HSMV institutional holders.

Frequently asked questions

How much do ZHOG and HSMV overlap?

0.0% by weight, with 0 holdings in common, using holdings for ZHOG as of May 31, 2026 and HSMV as of July 31, 2026.

Do institutions hold both ZHOG and HSMV?

2 Form 13F filers report positions in both, out of 22 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%.