IYY vs FDMO overlap
IYY and FDMO overlap 50.4% by weight, across 117 shared holdings.
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Top shared holdings
| Holding | IYY | FDMO | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 7.03% | 7.97% | 7.03% |
| Apple Inc.AAPL | 6.56% | 7.60% | 6.56% |
| Amazon.COM Inc.AMZN | 3.84% | 3.97% | 3.84% |
| Alphabet Inc.-aGOOGL | 3.02% | 5.67% | 3.02% |
| Broadcom Inc.AVGO | 2.66% | 3.53% | 2.66% |
| META Platforms-aMETA | 1.77% | 2.04% | 1.77% |
| JPMorgan ChaseJPM | 1.36% | 1.87% | 1.36% |
| Berkshire HATH-BBRK/B | 1.36% | 1.83% | 1.36% |
| Micron TechMU | 1.34% | 2.81% | 1.34% |
| ELI Lilly & CoLLY | 1.31% | 1.96% | 1.31% |
| Tesla Inc.TSLA | 1.27% | 1.38% | 1.27% |
| Exxon Mobil Corp.XOM | 0.93% | 1.12% | 0.93% |
| Johnson&JohnsonJNJ | 0.89% | 1.48% | 0.89% |
| Walmart Inc.WMT | 0.70% | 0.90% | 0.70% |
| Costco WholesaleCOST | 0.61% | 0.83% | 0.61% |
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: IYY, SEC Form N-PORT, July 31, 2026; FDMO, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IYY | FDMO |
|---|---|---|
| FMR LLC | $7.0M | $269.2M |
| Envestnet Asset Management Inc. | $8.0M | $144.2M |
| Morgan Stanley | $77.0M | $10.5M |
| LPL Financial LLC | $61.3M | $17.3M |
| Bank of America Corp. | $45.3M | $2.4M |
| Raymond James Financial Inc. | $12.9M | $26.0M |
| Cetera Investment Advisers | $11.3M | $21.6M |
| Kestra Advisory Services, LLC | $8.7M | $22.2M |
| Cambridge Investment Research Advisors, Inc. | $7.2M | $20.8M |
| PNC Financial Services Group, Inc. | $25.5M | $2K |
| Wells Fargo & Company | $22.7M | $6K |
| Osaic Holdings, Inc. | $14.7M | $4.9M |
| Elevation Capital Advisory, LLC | $7.1M | $12.6M |
| Commonwealth Equity Services, LLC | $10.3M | $7.1M |
| Royal Bank of Canada | $15.9M | $861K |
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: IYY institutional holders, FDMO institutional holders.
Frequently asked questions
How much do IYY and FDMO overlap?
50.4% by weight, with 117 holdings in common, using holdings for IYY as of July 31, 2026 and FDMO as of July 31, 2026. The largest shared position is NVDA.
Do institutions hold both IYY and FDMO?
61 Form 13F filers report positions in both, out of 350 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%.