MCHI vs FEZ overlap
MCHI and FEZ overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: MCHI, SEC Form N-PORT, May 31, 2026; FEZ, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | MCHI | FEZ |
|---|---|---|
| Morgan Stanley | $91.5M | $252.9M |
| Bank of America Corp. | $110.5M | $192.6M |
| BlackRock, Inc. | $293.4M | $7K |
| Goldman Sachs Group Inc. | $143.9M | $110.3M |
| UBS Group AG | $68.6M | $132.4M |
| JPMorgan Chase & Co | $24.0M | $118.3M |
| Wells Fargo & Company | $3.1M | $110.3M |
| LPL Financial LLC | $34.9M | $73.1M |
| Prudential PLC | $81.4M | $25.9M |
| Bank Julius Baer & Co. Ltd, Zurich | $104.8M | $1.3M |
| Allspring Global Investments Holdings, LLC | $1.7M | $74.2M |
| Phoenix Financial Ltd. | $65.4M | $2.1M |
| Royal Bank of Canada | $15.4M | $39.8M |
| Susquehanna International Group, LLP | $51.0M | $455K |
| Banco Bilbao Vizcaya Argentaria, S.A. | $43.3M | $1.4M |
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: MCHI institutional holders, FEZ institutional holders.
Frequently asked questions
How much do MCHI and FEZ overlap?
0.0% by weight, with 0 holdings in common, using holdings for MCHI as of May 31, 2026 and FEZ as of June 30, 2026.
Do institutions hold both MCHI and FEZ?
108 Form 13F filers report positions in both, out of 536 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%.