QEMM vs EFAD overlap

QEMM and EFAD overlap 0.0% by weight, across 0 shared holdings.

QEMMEFAD

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

QEMM0.0% of the fund is in shared holdings, of 801

EFAD0.0% of the fund is in shared holdings, of 77

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: QEMM, SEC Form N-PORT, June 30, 2026; EFAD, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 53 holding any

QEMM43.5% of its 13F dollars, 14.7% of its 34 holders

EFAD45.0% of its 13F dollars, 20.8% of its 24 holders

Largest institutions holding both

Firm	QEMM	EFAD
LPL Financial LLC	$14.6M	$779K
Morgan Stanley	$375K	$12.2M
Bank of America Corp.	$488K	$1.7M
Wells Fargo & Company	$55	$641K
Royal Bank of Canada	$12K	$560K

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: QEMM institutional holders, EFAD institutional holders.

Frequently asked questions

How much do QEMM and EFAD overlap?

0.0% by weight, with 0 holdings in common, using holdings for QEMM as of June 30, 2026 and EFAD as of May 31, 2026.

Do institutions hold both QEMM and EFAD?

5 Form 13F filers report positions in both, out of 53 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%.