IYC vs FDIS overlap
IYC and FDIS overlap 66.7% by weight, across 106 shared holdings.
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Top shared holdings
| Holding | IYC | FDIS | Overlap |
|---|---|---|---|
| Amazon.COM Inc.AMZN | 16.00% | 22.83% | 16.00% |
| Tesla Inc.TSLA | 6.50% | 12.99% | 6.50% |
| Home Depot Inc.HD | 4.02% | 4.92% | 4.02% |
| McDonalds Corp.MCD | 3.18% | 2.89% | 2.89% |
| TJX COS Inc.TJX | 2.88% | 2.63% | 2.63% |
| Booking HoldingsBKNG | 2.47% | 2.35% | 2.35% |
| Starbucks Corp.SBUX | 1.99% | 1.82% | 1.82% |
| LOWE'S COS Inc.LOW | 1.93% | 1.76% | 1.76% |
| Marriott Intl-aMAR | 1.35% | 1.31% | 1.31% |
| General Motors CGM | 1.33% | 1.28% | 1.28% |
| Royal CaribbeanRCL | 1.33% | 1.28% | 1.28% |
| Ross Stores Inc.ROST | 1.31% | 1.26% | 1.26% |
| O'REILLY AutomotORLY | 1.23% | 1.16% | 1.16% |
| Hilton WorldwideHLT | 1.19% | 1.15% | 1.15% |
| Airbnb Inc.-aABNB | 1.04% | 1.02% | 1.02% |
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: IYC, SEC Form N-PORT, July 31, 2026; FDIS, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IYC | FDIS |
|---|---|---|
| AE Wealth Management LLC | $73K | $126.6M |
| Morgan Stanley | $85.2M | $24.3M |
| PGIM Custom Harvest LLC | $95.1M | $471K |
| Bank of America Corp. | $68.9M | $12.6M |
| UBS Group AG | $54.0M | $2.4M |
| Wells Fargo & Company | $29.8M | $4.1M |
| LPL Financial LLC | $19.8M | $13.0M |
| Raymond James Financial Inc. | $20.5M | $8.4M |
| Assetmark, Inc. | $34K | $22.2M |
| Royal Bank of Canada | $16.4M | $2.2M |
| Cambridge Investment Research Advisors, Inc. | $8.7M | $7.7M |
| Commonwealth Equity Services, LLC | $2.9M | $12.8M |
| Osaic Holdings, Inc. | $6.1M | $9.1M |
| Goldman Sachs Group Inc. | $11.1M | $1.7M |
| Citigroup Inc. | $1.8M | $8.7M |
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: IYC institutional holders, FDIS institutional holders.
Frequently asked questions
How much do IYC and FDIS overlap?
66.7% by weight, with 106 holdings in common, using holdings for IYC as of July 31, 2026 and FDIS as of July 31, 2026. The largest shared position is AMZN.
Do institutions hold both IYC and FDIS?
87 Form 13F filers report positions in both, out of 394 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%.