SCHZ vs FPE overlap
SCHZ and FPE overlap 0.1% by weight, across 21 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SCHZ | FPE | Overlap |
|---|---|---|---|
| Verizon COMM Inc.VZ | 0.01% | 0.34% | 0.01% |
| Verizon COMM Inc.VZ | 0.01% | 0.34% | 0.01% |
| Southern CoSO | 0.01% | 0.50% | 0.01% |
| AMER ELEC PWRAEP | 0.00% | 0.57% | 0.00% |
| Dominion EnergyD | 0.00% | 0.63% | 0.00% |
| Dominion EnergyD | 0.00% | 0.88% | 0.00% |
| Nextera Energy | 0.00% | 0.57% | 0.00% |
| Nextera EnergyNEE | 0.00% | 0.26% | 0.00% |
| Dominion EnergyD | 0.00% | 0.06% | 0.00% |
| SempraSRE | 0.00% | 0.48% | 0.00% |
| Metlife Inc. | 0.00% | 0.10% | 0.00% |
| Dominion EnergyD | 0.00% | 0.21% | 0.00% |
| DUKE Energy CORDUK | 0.00% | 0.39% | 0.00% |
| Entergy Corp.ETR | 0.00% | 0.39% | 0.00% |
| Eversource EnergES | 0.00% | 0.43% | 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: SCHZ, SEC Form N-PORT, June 30, 2026; FPE, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SCHZ | FPE |
|---|---|---|
| Morgan Stanley | $23.2M | $957.6M |
| LPL Financial LLC | $25.9M | $331.0M |
| Royal Bank of Canada | $1.5M | $350.2M |
| JPMorgan Chase & Co | $335.0M | $13.3M |
| Wells Fargo & Company | $5 | $327.6M |
| Ameriprise Financial Inc. | $157.5M | $93.8M |
| Bank of America Corp. | $32.3M | $162.4M |
| Raymond James Financial Inc. | $14.3M | $178.9M |
| Avantax Planning Partners, Inc. | $184.5M | $2.3M |
| UBS Group AG | $15.5M | $163.1M |
| HighTower Advisors, LLC | $99.3M | $62.1M |
| Envestnet Asset Management Inc. | $80.6M | $45.0M |
| Cetera Investment Advisers | $43.1M | $58.6M |
| Osaic Holdings, Inc. | $28.9M | $39.6M |
| Jones Financial Companies LLLP | $52.9M | $13.1M |
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: SCHZ institutional holders, FPE institutional holders.
Frequently asked questions
How much do SCHZ and FPE overlap?
0.1% by weight, with 21 holdings in common, using holdings for SCHZ as of June 30, 2026 and FPE as of July 31, 2026. The largest shared position is VZ.
Do institutions hold both SCHZ and FPE?
169 Form 13F filers report positions in both, out of 967 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%.