FNDC vs EPP overlap
FNDC and EPP overlap 2.6% by weight, across 34 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | FNDC | EPP | Overlap |
|---|---|---|---|
| Evolution MiningEVN | 0.15% | 0.79% | 0.15% |
| Hongkong LandHKL | 0.15% | 0.36% | 0.15% |
| Singapore EXCHSGX | 0.14% | 0.66% | 0.14% |
| Singap Tech ENGSTE | 0.13% | 0.61% | 0.13% |
| Wharf Real Estat1997 | 0.13% | 0.23% | 0.13% |
| MTR Corp.66 | 0.12% | 0.29% | 0.12% |
| Vicinity CentresVCX | 0.12% | 0.31% | 0.12% |
| Henderson Land D12 | 0.11% | 0.26% | 0.11% |
| Fisher & PaykelFPH | 0.11% | 0.59% | 0.11% |
| Capitaland IntegCICT | 0.10% | 0.48% | 0.10% |
| Capitaland AscenCLAR | 0.10% | 0.35% | 0.10% |
| Sea Ltd.-ADRSE | 0.09% | 1.57% | 0.09% |
| Contact EnergyCEN | 0.09% | 0.22% | 0.09% |
| Galaxy Entertain27 | 0.09% | 0.36% | 0.09% |
| Qantas AirwaysQAN | 0.08% | 0.22% | 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: FNDC, SEC Form N-PORT, May 31, 2026; EPP, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | FNDC | EPP |
|---|---|---|
| JPMorgan Chase & Co | $1.0M | $394.6M |
| Royal Bank of Canada | $540K | $244.2M |
| Goldman Sachs Group Inc. | $8.0M | $209.2M |
| Bank of America Corp. | $4.0M | $193.1M |
| Morgan Stanley | $32.2M | $76.8M |
| BlackRock, Inc. | $368K | $106.1M |
| UBS Group AG | $8.5M | $29.7M |
| Savant Capital, LLC | $33.5M | $213K |
| Osaic Holdings, Inc. | $13.9M | $619K |
| Ameriprise Financial Inc. | $986K | $10.8M |
| Raymond James Financial Inc. | $7.5M | $3.8M |
| Creative Planning | $7.9M | $1.1M |
| PNC Financial Services Group, Inc. | $121K | $8.3M |
| Wells Fargo & Company | $199K | $7.0M |
| Rockefeller Capital Management L.P. | $1.1M | $5.9M |
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: FNDC institutional holders, EPP institutional holders.
Frequently asked questions
How much do FNDC and EPP overlap?
2.6% by weight, with 34 holdings in common, using holdings for FNDC as of May 31, 2026 and EPP as of May 31, 2026. The largest shared position is EVN.
Do institutions hold both FNDC and EPP?
78 Form 13F filers report positions in both, out of 424 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%.