POW vs JMID overlap

POW and JMID overlap 1.1% by weight, across 2 shared holdings.

POWJMID

Pick 2 to 4 ETFs.

1.1%

overlap by weight, across 2 shared holdings

POW10.0% of the fund is in shared holdings, of 54

JMID1.1% of the fund is in shared holdings, of 93

These funds report on different dates (POW: May 31, 2026, JMID: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.

Top shared holdings

Holding	POW	JMID	Overlap
Powell INDS Inc.POWL	6.24%	0.59%	0.59%
Nvent ElectricNVT	3.78%	0.55%	0.55%

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: POW, SEC Form N-PORT, May 31, 2026; JMID, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 28 holding any

POW0.0% of its 13F dollars, 5.3% of its 19 holders

JMID0.4% of its 13F dollars, 10.0% of its 10 holders

Largest institutions holding both

Firm	POW	JMID
Royal Bank of Canada	$12K	$85K

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: POW institutional holders, JMID institutional holders.

Frequently asked questions

How much do POW and JMID overlap?

1.1% by weight, with 2 holdings in common, using holdings for POW as of May 31, 2026 and JMID as of July 31, 2026. The largest shared position is POWL.

Do institutions hold both POW and JMID?

1 Form 13F filers report positions in both, out of 28 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%.