JOYT vs AIFD overlap
JOYT and AIFD overlap 26.1% by weight, across 16 shared holdings.
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Top shared holdings
| Holding | JOYT | AIFD | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 8.11% | 6.84% | 6.84% |
| Alphabet Inc.-aGOOGL | 5.13% | 5.39% | 5.13% |
| Amazon.COM Inc.AMZN | 4.57% | 4.20% | 4.20% |
| Broadcom Inc.AVGO | 2.60% | 5.89% | 2.60% |
| Micron TechMU | 2.07% | 5.82% | 2.07% |
| Microsoft Corp.MSFT | 5.98% | 1.24% | 1.24% |
| Tesla Inc.TSLA | 1.11% | 1.61% | 1.11% |
| Eaton Corp. PLCETN | 0.63% | 2.66% | 0.63% |
| Deere & CoDE | 0.62% | 1.48% | 0.62% |
| ASML Holding-NYASML | 0.45% | 2.94% | 0.45% |
| Arista NetworksANET | 0.24% | 5.90% | 0.24% |
| Cadence DesignCDNS | 0.23% | 1.59% | 0.23% |
| Oracle Corp.ORCL | 0.21% | 1.17% | 0.21% |
| Palantir Techn-aPLTR | 0.20% | 1.48% | 0.20% |
| Spotify TechnoloSPOT | 0.17% | 1.89% | 0.17% |
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: JOYT, SEC Form N-PORT, July 31, 2026; AIFD, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | JOYT | AIFD |
|---|---|---|
| JPMorgan Chase & Co | $28.3M | $12K |
| Cambridge Investment Research Advisors, Inc. | $7.1M | $1.9M |
| Susquehanna International Group, LLP | $861K | $870K |
| Osaic Holdings, Inc. | $637K | $578K |
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: JOYT institutional holders, AIFD institutional holders.
Frequently asked questions
How much do JOYT and AIFD overlap?
26.1% by weight, with 16 holdings in common, using holdings for JOYT as of July 31, 2026 and AIFD as of July 31, 2026. The largest shared position is NVDA.
Do institutions hold both JOYT and AIFD?
4 Form 13F filers report positions in both, out of 43 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%.