FMED vs BIGY overlap

FMED and BIGY overlap 4.7% by weight, across 5 shared holdings.

FMEDBIGY

Pick 2 to 4 ETFs.

4.7%

overlap by weight, across 5 shared holdings

FMED11.2% of the fund is in shared holdings, of 68

BIGY5.7% of the fund is in shared holdings, of 50

These funds report on different dates (FMED: May 31, 2026, BIGY: 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

Holding	FMED	BIGY	Overlap
Unitedhealth GRPUNH	2.25%	1.39%	1.39%
ELI Lilly & CoLLY	1.07%	2.02%	1.07%
Thermo FisherTMO	1.53%	0.87%	0.87%
Danaher Corp.DHR	3.42%	0.79%	0.79%
Intuitive SurgicISRG	2.92%	0.63%	0.63%

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: FMED, SEC Form N-PORT, May 31, 2026; BIGY, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 22 holding any

FMED1.2% of its 13F dollars, 9.1% of its 11 holders

BIGY4.1% of its 13F dollars, 8.3% of its 12 holders

Largest institutions holding both

Firm	FMED	BIGY
Old Mission Capital LLC	$257K	$916K

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: FMED institutional holders, BIGY institutional holders.

Frequently asked questions

How much do FMED and BIGY overlap?

4.7% by weight, with 5 holdings in common, using holdings for FMED as of May 31, 2026 and BIGY as of July 31, 2026. The largest shared position is UNH.

Do institutions hold both FMED and BIGY?

1 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%.