SELV vs RSPD overlap
SELV and RSPD overlap 2.4% by weight, across 4 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SELV | RSPD | Overlap |
|---|---|---|---|
| McDonalds Corp.MCD | 1.02% | 1.95% | 1.02% |
| Domino's PizzaDPZ | 0.75% | 2.24% | 0.75% |
| TJX COS Inc.TJX | 0.42% | 1.91% | 0.42% |
| YUM! Brands Inc.YUM | 0.21% | 2.06% | 0.21% |
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: SELV, SEC Form N-PORT, June 30, 2026; RSPD, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SELV | RSPD |
|---|---|---|
| LPL Financial LLC | $457K | $5.1M |
| Royal Bank of Canada | $5K | $4.1M |
| JPMorgan Chase & Co | $8K | $4.0M |
| Envestnet Asset Management Inc. | $2.5M | $231K |
| Susquehanna International Group, LLP | $485K | $1.5M |
| UBS Group AG | $9K | $1.9M |
| Osaic Holdings, Inc. | $305K | $111K |
| Northwestern Mutual Wealth Management Co | $19K | $294K |
| Global Retirement Partners, LLC | $154K | $128K |
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: SELV institutional holders, RSPD institutional holders.
Frequently asked questions
How much do SELV and RSPD overlap?
2.4% by weight, with 4 holdings in common, using holdings for SELV as of June 30, 2026 and RSPD as of July 31, 2026. The largest shared position is MCD.
Do institutions hold both SELV and RSPD?
9 Form 13F filers report positions in both, out of 118 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%.