QVMS vs ISMD overlap
QVMS and ISMD overlap 30.0% by weight, across 212 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | QVMS | ISMD | Overlap |
|---|---|---|---|
| MaxlinearMXL | 0.51% | 0.91% | 0.51% |
| Vishay IntertechVSH | 0.45% | 0.50% | 0.45% |
| Semtech Corp.SMTC | 0.90% | 0.34% | 0.34% |
| Iridium CommunicIRDM | 0.34% | 0.32% | 0.32% |
| Viasat Inc.VSAT | 0.70% | 0.30% | 0.30% |
| MYR Group Inc./deMYRG | 0.47% | 0.28% | 0.28% |
| Power IntegratioPOWI | 0.31% | 0.28% | 0.28% |
| Diodes Inc.DIOD | 0.34% | 0.26% | 0.26% |
| Materion Corp.MTRN | 0.34% | 0.26% | 0.26% |
| Viavi SolutionsVIAV | 0.69% | 0.25% | 0.25% |
| Veracyte Inc.VCYT | 0.27% | 0.24% | 0.24% |
| Ultra Clean HOLDUCTT | 0.27% | 0.24% | 0.24% |
| Plexus Corp.PLXS | 0.47% | 0.23% | 0.23% |
| Openlane Inc.OPLN | 0.27% | 0.22% | 0.22% |
| Arcbest Corp.ARCB | 0.22% | 0.24% | 0.22% |
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: QVMS, SEC Form N-PORT, May 31, 2026; ISMD, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | QVMS | ISMD |
|---|---|---|
| LPL Financial LLC | $1.0M | $13.1M |
| Captrust Financial Advisors | $2.0M | $695K |
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: QVMS institutional holders, ISMD institutional holders.
Frequently asked questions
How much do QVMS and ISMD overlap?
30.0% by weight, with 212 holdings in common, using holdings for QVMS as of May 31, 2026 and ISMD as of May 31, 2026. The largest shared position is MXL.
Do institutions hold both QVMS and ISMD?
2 Form 13F filers report positions in both, out of 114 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%.