SCZ vs DFIC overlap
SCZ and DFIC overlap 24.6% by weight, across 1,528 shared holdings.
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Top shared holdings
| Holding | SCZ | DFIC | Overlap |
|---|---|---|---|
| IMI PLCIMI | 0.27% | 0.09% | 0.09% |
| Games WorkshopGAW | 0.24% | 0.09% | 0.09% |
| Taiyo Yuden Co6976 | 0.21% | 0.09% | 0.09% |
| SPIE SASPIE | 0.23% | 0.09% | 0.09% |
| Babcock Intl GRPBAB | 0.10% | 0.09% | 0.09% |
| Accelleron IndusACLN | 0.24% | 0.09% | 0.09% |
| GaztransportGTT | 0.23% | 0.08% | 0.08% |
| Mitsui E&S Co LT7003 | 0.08% | 0.12% | 0.08% |
| Nippon Express H9147 | 0.18% | 0.08% | 0.08% |
| Jyske Bank-REGJYSK | 0.18% | 0.08% | 0.08% |
| Ackermans & VanACKB | 0.19% | 0.07% | 0.07% |
| Sumco Corp.3436 | 0.20% | 0.07% | 0.07% |
| NKT a/SNKT | 0.20% | 0.07% | 0.07% |
| Saipem SpaSPM | 0.18% | 0.07% | 0.07% |
| Sandfire ResourcSFR | 0.17% | 0.07% | 0.07% |
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: SCZ, SEC Form N-PORT, July 31, 2026; DFIC, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SCZ | DFIC |
|---|---|---|
| Jones Financial Companies LLLP | $4.4B | $6.4M |
| Mercer Global Advisors Inc. | $32.0M | $1.5B |
| Natixis Advisors, LLC | $1.2B | $469K |
| Forum Financial Management, LP | $718K | $613.6M |
| Goldman Sachs Group Inc. | $520.2M | $1.6M |
| FMR LLC | $437.8M | $1.2M |
| Creative Planning | $312.5M | $24.1M |
| BlackRock, Inc. | $319.2M | $48K |
| Envestnet Asset Management Inc. | $45.6M | $222.1M |
| Bank of New York Mellon Corp | $245.8M | $274K |
| Focus Partners Wealth | $104.8M | $127.5M |
| LPL Financial LLC | $77.4M | $147.7M |
| Jane Street Group, LLC | $126.3M | $93.7M |
| Bank of America Corp. | $161.1M | $55.8M |
| HighTower Advisors, LLC | $49.5M | $161.3M |
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: SCZ institutional holders, DFIC institutional holders.
Frequently asked questions
How much do SCZ and DFIC overlap?
24.6% by weight, with 1,528 holdings in common, using holdings for SCZ as of July 31, 2026 and DFIC as of July 31, 2026. The largest shared position is IMI.
Do institutions hold both SCZ and DFIC?
249 Form 13F filers report positions in both, out of 1,154 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%.