QVMM vs ISCV overlap
QVMM and ISCV overlap 36.7% by weight, across 234 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (QVMM: May 31, 2026, ISCV: 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 | QVMM | ISCV | Overlap |
|---|---|---|---|
| AramarkARMK | 0.44% | 0.47% | 0.44% |
| JAZZ PharmaceutiJAZZ | 0.44% | 0.50% | 0.44% |
| Jones LANG LasalJLL | 0.43% | 0.52% | 0.43% |
| Borgwarner Inc.BWA | 0.49% | 0.42% | 0.42% |
| Reinsurance GROURGA | 0.41% | 0.48% | 0.41% |
| RenaissancereRNR | 0.40% | 0.40% | 0.40% |
| Gaming and LeisuGLPI | 0.40% | 0.39% | 0.39% |
| UNUM GroupUNM | 0.37% | 0.40% | 0.37% |
| First Horizon CoFHN | 0.37% | 0.39% | 0.37% |
| ALLY Financial IALLY | 0.38% | 0.36% | 0.36% |
| Crown Holdings ICCK | 0.35% | 0.42% | 0.35% |
| Southstate BankSSB | 0.30% | 0.31% | 0.30% |
| Arrow ElectronicARW | 0.35% | 0.30% | 0.30% |
| Omega HealthcareOHI | 0.41% | 0.29% | 0.29% |
| OGE Energy Corp.OGE | 0.29% | 0.31% | 0.29% |
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: QVMM, SEC Form N-PORT, May 31, 2026; ISCV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | QVMM | ISCV |
|---|---|---|
| Morgan Stanley | $36 | $22.6M |
| Bank of America Corp. | $227K | $15.3M |
| LPL Financial LLC | $317K | $14.9M |
| Raymond James Financial Inc. | $2.5M | $8.6M |
| Aptus Capital Advisors, LLC | $26K | $4.7M |
| JPMorgan Chase & Co | $545K | $3.6M |
| Kestra Advisory Services, LLC | $229K | $3.6M |
| Private Advisor Group, LLC | $1.9M | $247K |
| Osaic Holdings, Inc. | $936 | $354K |
| Integrated Wealth Concepts LLC | $26K | $92K |
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: QVMM institutional holders, ISCV institutional holders.
Frequently asked questions
How much do QVMM and ISCV overlap?
36.7% by weight, with 234 holdings in common, using holdings for QVMM as of May 31, 2026 and ISCV as of July 31, 2026. The largest shared position is ARMK.
Do institutions hold both QVMM and ISCV?
10 Form 13F filers report positions in both, out of 133 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%.