OEF vs RDVY overlap - what they share and where they differ

OEF and RDVY share 23.2% of their weight across 25 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

OEF and RDVY

23.2%

25 shared positions

OEF

iShares S&P 100 ETF

Reported positions cover 100% of the fund, 100 positions · Jun 30, 2026

Top 10: 52.8%·Holdings of OEF

RDVY

First Trust Rising Dividend Achievers ETF

Reported positions cover 100% of the fund, 71 positions · Jun 30, 2026

Top 10: 28.6%·Holdings of RDVY

Reported positions cover OEF 100%, RDVY 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

RDVY vs OEF side by side

OEFiShares S&P 100 ETF

100

stock positions reported to the SEC

47.7% of its weight is in 75 names RDVY does not hold

RDVYFirst Trust Rising Dividend Achievers ETF

71

stock positions reported to the SEC

55.0% of its weight is in 46 names OEF does not hold

Where each fund's weight sits

OEF
RDVY
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
57.1%
39.3%
Financial Services
10.6%
33.9%
Consumer Cyclical
10.4%
7.3%
Healthcare
8.9%
6.2%
Industrials
0.0%
5.2%
Consumer Defensive
4.4%
0.0%

The widest gap is Financial Services: RDVY has 23.3 points more of it.

The figures side by side

OEFRDVY
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported10071
Weight of the ten largest52.8%28.6%
Largest positionNVDA 10.5%AMAT 4.7%
Held alone75 positions, 47.7%46 positions, 55.0%
Covered by stock positions100%100%

Holdings they share

StockIn OEFIn RDVYCounted
GOOGLALPHABET INC8.14%2.12%2.12%
NVDANVIDIA CORP10.47%1.91%1.91%
JPMJP MORGAN CHASE & COMPANY1.89%1.90%1.89%
MUMICRON TECHNOLOGY INC2.81%1.83%1.83%
METAMETA PLATFORMS INC2.67%1.50%1.50%
MSFTMICROSOFT CORP5.99%1.45%1.45%
AAPLAPPLE INC9.18%1.44%1.44%
AMATAPPLIED MATERIALS INC1.24%4.68%1.24%
VVISA INC1.23%1.82%1.23%
LRCXLAM RESEARCH CORP1.17%4.42%1.17%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in OEF

AMZNAMAZON.COM INC5.04%
AVGOBROADCOM INC3.86%
TSLATESLA INC2.56%
AMDADVANCED MICRO DEVICES INC2.05%
LLYELI LILLY & COMPANY2.05%
BRK.ABERKSHIRE HATHAWAY INC1.98%
INTCINTEL CORP1.43%
JNJJOHNSON & JOHNSON1.32%
XOMEXXONMOBIL HOLDINGS CORP1.22%
WMTWALMART INC1.07%

Only in RDVY

KLACKLA CORP4.14%
WSMWILLIAMS SONOMA INC2.12%
ALLALLSTATE CORP (THE)2.01%
ROSTROSS STORES INC2.01%
SNASNAP-ON INC2.00%
TRVTRAVELERS COMPANIES INC (THE)2.00%
CBCHUBB LTD (SWITZERLAND)1.97%
MLIMUELLER INDUSTRIES INC1.93%
SYFSYNCHRONY FINANCIAL1.83%
BKRBAKER HUGHES COMPANY1.77%

Questions people ask

Is OEF the same as RDVY?

23.2% of their weight sits in the same 25 holdings. OEF also reports AMZN, AVGO, TSLA, which the other does not. RDVY also reports KLAC, WSM, ALL, which the other does not.

How is the overlap between OEF and RDVY measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of OEF and 100% of RDVY, so the number cannot exceed the smaller coverage.

Which holds more, RDVY or OEF?

OEF reports 100 stock positions and RDVY reports 71. 47.7% of OEF's weight sits in names RDVY does not hold, and 55.0% of RDVY's weight in names OEF does not hold. The ten largest positions are 52.8% of OEF and 28.6% of RDVY.

How do OEF and RDVY differ by sector?

The widest gap is Financial Services: RDVY has 23.3 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.