MYMJ vs MYMI overlap
MYMJ and MYMI overlap 2.9% by weight, across 3 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | MYMJ | MYMI | Overlap |
|---|---|---|---|
| Phoenix Civic IMPT | 1.81% | 1.66% | 1.66% |
| PA Turnpike Commn | 1.08% | 1.53% | 1.08% |
| Oregon St DEPT of TRA | 0.51% | 0.19% | 0.19% |
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: MYMJ, SEC Form N-PORT, May 31, 2026; MYMI, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | MYMJ | MYMI |
|---|---|---|
| Heartwood Wealth Advisors LLC | $8.3M | $8.0M |
| Lido Advisors, LLC | $1.9M | $1.6M |
| Fifth Third Bancorp | $173K | $174K |
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: MYMJ institutional holders, MYMI institutional holders.
Frequently asked questions
How much do MYMJ and MYMI overlap?
2.9% by weight, with 3 holdings in common, using holdings for MYMJ as of May 31, 2026 and MYMI as of May 31, 2026. The largest shared position is PHOENIX CIVIC IMPT.
Do institutions hold both MYMJ and MYMI?
3 Form 13F filers report positions in both, out of 7 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%.