PVEX vs IQM overlap

PVEX and IQM overlap 0.0% by weight, across 0 shared holdings.

PVEXIQM

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

PVEX0.0% of the fund is in shared holdings, of 22

IQM0.0% of the fund is in shared holdings, of 75

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: PVEX, SEC Form N-PORT, July 31, 2026; IQM, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 35 holding any

PVEX98.8% of its 13F dollars, 33.3% of its 6 holders

IQM0.7% of its 13F dollars, 6.5% of its 31 holders

Largest institutions holding both

Firm	PVEX	IQM
AE Wealth Management LLC	$55.7M	$10K
Jane Street Group, LLC	$361K	$376K

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: PVEX institutional holders, IQM institutional holders.

Frequently asked questions

How much do PVEX and IQM overlap?

0.0% by weight, with 0 holdings in common, using holdings for PVEX as of July 31, 2026 and IQM as of June 30, 2026.

Do institutions hold both PVEX and IQM?

2 Form 13F filers report positions in both, out of 35 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%.