MDYG vs JMEE overlap
MDYG and JMEE overlap 41.1% by weight, across 206 shared holdings.
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Top shared holdings
| Holding | MDYG | JMEE | Overlap |
|---|---|---|---|
| MKS Inc.MKSI | 1.13% | 0.71% | 0.71% |
| Nvent ElectricNVT | 1.45% | 0.70% | 0.70% |
| Twilio Inc. - aTWLO | 1.66% | 0.70% | 0.70% |
| Curtiss-WrightCW | 1.48% | 0.70% | 0.70% |
| Mastec Inc.MTZ | 1.36% | 0.66% | 0.66% |
| United TherapeutUTHR | 1.22% | 0.65% | 0.65% |
| OKTA Inc.OKTA | 1.21% | 0.58% | 0.58% |
| Technipfmc PLCFTI | 1.40% | 0.57% | 0.57% |
| TTM TechnologiesTTMI | 1.03% | 0.53% | 0.53% |
| Woodward Inc.WWD | 1.34% | 0.52% | 0.52% |
| RBC Bearings Inc.RBC | 1.08% | 0.51% | 0.51% |
| ATI Inc.ATI | 1.42% | 0.50% | 0.50% |
| Macom TechnologyMTSI | 1.32% | 0.49% | 0.49% |
| Watts Water TE-aWTS | 0.57% | 0.47% | 0.47% |
| Digitalocean HOLDOCN | 0.68% | 0.47% | 0.47% |
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: MDYG, SEC Form N-PORT, June 30, 2026; JMEE, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | MDYG | JMEE |
|---|---|---|
| JPMorgan Chase & Co | $3.2M | $757.9M |
| LPL Financial LLC | $196.4M | $176.4M |
| FMR LLC | $1.5M | $241.0M |
| AE Wealth Management LLC | $146.3M | $25K |
| Morgan Stanley | $94.8M | $637K |
| Raymond James Financial Inc. | $57.4M | $35.6M |
| Jones Financial Companies LLLP | $37.3M | $47.8M |
| Cetera Investment Advisers | $15.9M | $54.8M |
| Envestnet Asset Management Inc. | $50.5M | $11.2M |
| Syntegra Private Wealth Group, LLC | $4.9M | $49.4M |
| Osaic Holdings, Inc. | $11.0M | $36.2M |
| Great Valley Advisor Group, Inc. | $696K | $44.6M |
| Northwestern Mutual Wealth Management Co | $26.4M | $18.1M |
| Private Advisor Group, LLC | $34.7M | $9.6M |
| Commonwealth Equity Services, LLC | $24.1M | $15.0M |
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: MDYG institutional holders, JMEE institutional holders.
Frequently asked questions
How much do MDYG and JMEE overlap?
41.1% by weight, with 206 holdings in common, using holdings for MDYG as of June 30, 2026 and JMEE as of June 30, 2026. The largest shared position is MKSI.
Do institutions hold both MDYG and JMEE?
87 Form 13F filers report positions in both, out of 531 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%.