MDYV vs JMEE overlap
MDYV and JMEE overlap 37.2% by weight, across 241 shared holdings.
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Top shared holdings
| Holding | MDYV | JMEE | Overlap |
|---|---|---|---|
| MKS Inc.MKSI | 0.50% | 0.71% | 0.50% |
| US Foods HoldingUSFD | 1.29% | 0.47% | 0.47% |
| Reliance Inc.RS | 1.09% | 0.45% | 0.45% |
| Pinnacle FinanciPNFP | 0.87% | 0.42% | 0.42% |
| Clean HarborsCLH | 0.42% | 0.40% | 0.40% |
| Borgwarner Inc.BWA | 0.78% | 0.39% | 0.39% |
| Arrow ElectronicARW | 0.63% | 0.39% | 0.39% |
| Owens CorningOC | 0.73% | 0.39% | 0.39% |
| Burlington StoreBURL | 0.45% | 0.37% | 0.37% |
| TOLL BrothersTOL | 0.89% | 0.37% | 0.37% |
| OGE Energy Corp.OGE | 0.58% | 0.37% | 0.37% |
| Performance FoodPFGC | 1.01% | 0.36% | 0.36% |
| East West BncrpEWBC | 0.50% | 0.36% | 0.36% |
| Lattice SemicondLSCC | 0.49% | 0.36% | 0.36% |
| Jones LANG LasalJLL | 0.82% | 0.33% | 0.33% |
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: MDYV, SEC Form N-PORT, June 30, 2026; JMEE, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | MDYV | JMEE |
|---|---|---|
| JPMorgan Chase & Co | $3.1M | $757.9M |
| LPL Financial LLC | $115.8M | $176.4M |
| FMR LLC | $1.2M | $241.0M |
| Wealth Enhancement Advisory Services, LLC | $117.1M | $2.5M |
| AE Wealth Management LLC | $99.8M | $25K |
| Cetera Investment Advisers | $40.2M | $54.8M |
| Jones Financial Companies LLLP | $28.3M | $47.8M |
| Morgan Stanley | $63.7M | $637K |
| Great Valley Advisor Group, Inc. | $2.1M | $44.6M |
| Raymond James Financial Inc. | $7.4M | $35.6M |
| Osaic Holdings, Inc. | $5.3M | $36.2M |
| Wells Fargo & Company | $33.4M | $59K |
| HighTower Advisors, LLC | $27.9M | $501K |
| MML Investors Services, LLC | $17.4M | $9.1M |
| Mercer Global Advisors Inc. | $24.6M | $414K |
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: MDYV institutional holders, JMEE institutional holders.
Frequently asked questions
How much do MDYV and JMEE overlap?
37.2% by weight, with 241 holdings in common, using holdings for MDYV as of June 30, 2026 and JMEE as of June 30, 2026. The largest shared position is MKSI.
Do institutions hold both MDYV and JMEE?
81 Form 13F filers report positions in both, out of 499 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%.