JHEM vs IQDF overlap
JHEM and IQDF overlap 14.7% by weight, across 48 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | JHEM | IQDF | Overlap |
|---|---|---|---|
| TSMC2330 | 4.48% | 4.56% | 4.48% |
| Mediatek2454 | 2.38% | 1.99% | 1.99% |
| Samsung Electron005930 | 5.87% | 1.92% | 1.92% |
| SK Hynix Inc.000660 | 7.71% | 1.34% | 1.34% |
| Tencent700 | 2.23% | 0.56% | 0.56% |
| Petrochina-H857 | 0.28% | 0.31% | 0.28% |
| Grupo F Banort-OGFNORTEO | 0.27% | 0.86% | 0.27% |
| Quanta Computer2382 | 0.33% | 0.26% | 0.26% |
| Asustek Computer2357 | 0.24% | 0.28% | 0.24% |
| KIA Corp.270 | 0.46% | 0.22% | 0.22% |
| PkobpPKO | 0.21% | 0.39% | 0.21% |
| PekaoPEO | 0.20% | 0.77% | 0.20% |
| China RES Land1109 | 0.17% | 0.20% | 0.17% |
| Novatek3034 | 0.17% | 0.80% | 0.17% |
| China Hongqiao1378 | 0.15% | 0.58% | 0.15% |
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: JHEM, SEC Form N-PORT, June 30, 2026; IQDF, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | JHEM | IQDF |
|---|---|---|
| Royal Bank of Canada | $88K | $50.8M |
| Envestnet Asset Management Inc. | $13.4M | $21.0M |
| Morgan Stanley | $2.3M | $30.5M |
| LPL Financial LLC | $23.3M | $5.1M |
| Wells Fargo & Company | $1.8M | $12.4M |
| Captrust Financial Advisors | $12.7M | $233K |
| Bank of America Corp. | $6.8M | $3.7M |
| Osaic Holdings, Inc. | $1.8M | $8.0M |
| Raymond James Financial Inc. | $3.0M | $6.2M |
| Jane Street Group, LLC | $4.1M | $1.5M |
| Susquehanna International Group, LLP | $3.5M | $1.7M |
| Commonwealth Equity Services, LLC | $1.4M | $2.2M |
| Northwestern Mutual Wealth Management Co | $1.5M | $238K |
| Ameriprise Financial Inc. | $1.2M | $317K |
| NewEdge Advisors, LLC | $21K | $988K |
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: JHEM institutional holders, IQDF institutional holders.
Frequently asked questions
How much do JHEM and IQDF overlap?
14.7% by weight, with 48 holdings in common, using holdings for JHEM as of June 30, 2026 and IQDF as of July 31, 2026. The largest shared position is 2330.
Do institutions hold both JHEM and IQDF?
18 Form 13F filers report positions in both, out of 129 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%.