SCHE vs DIHP overlap
SCHE and DIHP overlap 0.1% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SCHE: May 31, 2026, DIHP: 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 | SCHE | DIHP | Overlap |
|---|---|---|---|
| Yangzijiang ShipYZJSGD | 0.07% | 0.11% | 0.07% |
| Valterra PlatinuVAL | 0.21% | 0.00% | 0.00% |
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: SCHE, SEC Form N-PORT, May 31, 2026; DIHP, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SCHE | DIHP |
|---|---|---|
| Mercer Global Advisors Inc. | $50.5M | $1.2B |
| Savant Capital, LLC | $16.4M | $1.1B |
| Creative Planning | $764.6M | $2.2M |
| Focus Partners Wealth | $24.7M | $585.0M |
| Financial Engines Advisors L.L.C. | $548.4M | $6.0M |
| HighTower Advisors, LLC | $343.6M | $67.3M |
| Envestnet Asset Management Inc. | $56.7M | $161.7M |
| Forum Financial Management, LP | $276K | $217.1M |
| Sequoia Financial Advisors, LLC | $3.0M | $179.6M |
| Focus Partners Advisor Solutions, LLC | $1.3M | $127.4M |
| Northwestern Mutual Wealth Management Co | $115.2M | $516K |
| SageView Advisory Group, LLC | $114.9M | $719K |
| Clearstead Advisors, LLC | $243K | $103.7M |
| Corient Private Wealth LP | $52.5M | $45.1M |
| Bank of Montreal | $1.1M | $95.8M |
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: SCHE institutional holders, DIHP institutional holders.
Frequently asked questions
How much do SCHE and DIHP overlap?
0.1% by weight, with 2 holdings in common, using holdings for SCHE as of May 31, 2026 and DIHP as of July 31, 2026. The largest shared position is YZJSGD.
Do institutions hold both SCHE and DIHP?
180 Form 13F filers report positions in both, out of 1,081 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%.