FDEM vs CVIE overlap
FDEM and CVIE overlap 15.4% by weight, across 29 shared holdings.
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Top shared holdings
| Holding | FDEM | CVIE | Overlap |
|---|---|---|---|
| TSMC2330 | 12.63% | 5.69% | 5.69% |
| Samsung Electron005930 | 7.10% | 3.56% | 3.56% |
| SK Hynix Inc.000660 | 4.57% | 2.99% | 2.99% |
| Mediatek2454 | 1.33% | 0.66% | 0.66% |
| Delta ELEC2308 | 0.75% | 0.39% | 0.39% |
| Samsung Electro009150 | 0.31% | 0.32% | 0.31% |
| UMC2303 | 0.41% | 0.27% | 0.27% |
| Yageo2327 | 0.30% | 0.21% | 0.21% |
| Elite Material2383 | 0.46% | 0.20% | 0.20% |
| CTBC Financial2891 | 0.64% | 0.17% | 0.17% |
| Accton Tech2345 | 0.33% | 0.09% | 0.09% |
| Hyundai Mobis012330 | 0.56% | 0.09% | 0.09% |
| Chroma ATE2360 | 0.29% | 0.08% | 0.08% |
| Lenovo Group992 | 0.44% | 0.08% | 0.08% |
| LITE-on Tech2301 | 0.16% | 0.08% | 0.08% |
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: FDEM, SEC Form N-PORT, July 31, 2026; CVIE, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | FDEM | CVIE |
|---|---|---|
| Commonwealth Equity Services, LLC | $32.7M | $67.8M |
| Ameriprise Financial Inc. | $378K | $31.4M |
| Raymond James Financial Inc. | $20.1M | $8.1M |
| Osaic Holdings, Inc. | $17.1M | $991K |
| Morgan Stanley | $30K | $12.5M |
| Envestnet Asset Management Inc. | $9.5M | $1.7M |
| Cambridge Investment Research Advisors, Inc. | $6.8M | $3.0M |
| Kestra Advisory Services, LLC | $8.3M | $1.4M |
| Northwestern Mutual Wealth Management Co | $3.0M | $4.7M |
| Cetera Investment Advisers | $6.0M | $1.4M |
| Smartleaf Asset Management LLC | $5.8M | $61K |
| Principal Securities, Inc. | $4.8M | $220K |
| Jane Street Group, LLC | $2.4M | $893K |
| JPMorgan Chase & Co | $2.1M | $4K |
| Harbour Investments, Inc. | $127K | $1.1M |
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: FDEM institutional holders, CVIE institutional holders.
Frequently asked questions
How much do FDEM and CVIE overlap?
15.4% by weight, with 29 holdings in common, using holdings for FDEM as of July 31, 2026 and CVIE as of June 30, 2026. The largest shared position is 2330.
Do institutions hold both FDEM and CVIE?
22 Form 13F filers report positions in both, out of 152 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%.