JMEE vs IVOO overlap
JMEE and IVOO overlap 58.0% by weight, across 330 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | JMEE | IVOO | Overlap |
|---|---|---|---|
| Nvent ElectricNVT | 0.70% | 0.77% | 0.70% |
| Twilio Inc. - aTWLO | 0.70% | 0.82% | 0.70% |
| Curtiss-WrightCW | 0.70% | 0.79% | 0.70% |
| Mastec Inc.MTZ | 0.66% | 0.66% | 0.66% |
| United TherapeutUTHR | 0.65% | 0.68% | 0.65% |
| MKS Inc.MKSI | 0.71% | 0.62% | 0.62% |
| OKTA Inc.OKTA | 0.58% | 0.60% | 0.58% |
| Technipfmc PLCFTI | 0.57% | 0.79% | 0.57% |
| Woodward Inc.WWD | 0.52% | 0.59% | 0.52% |
| TTM TechnologiesTTMI | 0.53% | 0.51% | 0.51% |
| RBC Bearings Inc.RBC | 0.51% | 0.52% | 0.51% |
| ATI Inc.ATI | 0.50% | 0.68% | 0.50% |
| Macom TechnologyMTSI | 0.49% | 0.67% | 0.49% |
| US Foods HoldingUSFD | 0.47% | 0.51% | 0.47% |
| Reliance Inc.RS | 0.45% | 0.57% | 0.45% |
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: JMEE, SEC Form N-PORT, June 30, 2026; IVOO, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | JMEE | IVOO |
|---|---|---|
| JPMorgan Chase & Co | $757.9M | $22.9M |
| Goldman Sachs Group Inc. | $3.3M | $266.8M |
| FMR LLC | $241.0M | $1.5M |
| LPL Financial LLC | $176.4M | $43.0M |
| Morgan Stanley | $637K | $125.8M |
| Northwestern Mutual Wealth Management Co | $18.1M | $93.4M |
| UBS Group AG | $3.6M | $107.1M |
| Raymond James Financial Inc. | $35.6M | $48.9M |
| Cetera Investment Advisers | $54.8M | $29.4M |
| Crestwood Advisors Group, LLC | $79.9M | $404K |
| Osaic Holdings, Inc. | $36.2M | $15.9M |
| Jones Financial Companies LLLP | $47.8M | $3.9M |
| Bank of New York Mellon Corp | $45.3M | $2.8M |
| Royal Bank of Canada | $14.8M | $32.8M |
| Envestnet Asset Management Inc. | $11.2M | $34.3M |
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: JMEE institutional holders, IVOO institutional holders.
Frequently asked questions
How much do JMEE and IVOO overlap?
58.0% by weight, with 330 holdings in common, using holdings for JMEE as of June 30, 2026 and IVOO as of May 31, 2026. The largest shared position is NVT.
Do institutions hold both JMEE and IVOO?
73 Form 13F filers report positions in both, out of 468 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%.