SMIZ vs QVMS overlap
SMIZ and QVMS overlap 10.1% by weight, across 53 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SMIZ | QVMS | Overlap |
|---|---|---|---|
| Stonex Group Inc.SNEX | 0.70% | 0.61% | 0.61% |
| Powell INDS Inc.POWL | 0.94% | 0.53% | 0.53% |
| MaxlinearMXL | 0.59% | 0.51% | 0.51% |
| Primoris ServicePRIM | 0.64% | 0.50% | 0.50% |
| MYR Group Inc./deMYRG | 0.72% | 0.47% | 0.47% |
| Kulicke & SoffaKLIC | 1.25% | 0.37% | 0.37% |
| Moelis & Co-CL aMC | 0.38% | 0.35% | 0.35% |
| Brinker IntlEAT | 0.34% | 0.42% | 0.34% |
| Resideo TechnREZI | 0.32% | 0.31% | 0.31% |
| Formfactor Inc.FORM | 0.29% | 0.68% | 0.29% |
| California ResouCRC | 0.72% | 0.28% | 0.28% |
| Veracyte Inc.VCYT | 0.36% | 0.27% | 0.27% |
| Sanmina Corp.SANM | 0.27% | 1.13% | 0.27% |
| Sunrun Inc.RUN | 0.40% | 0.26% | 0.26% |
| Indep Bank/MAINDB | 0.74% | 0.26% | 0.26% |
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: SMIZ, SEC Form N-PORT, May 31, 2026; QVMS, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SMIZ | QVMS |
|---|---|---|
| LPL Financial LLC | $9.5M | $1.0M |
| Global Retirement Partners, LLC | $25K | $13K |
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: SMIZ institutional holders, QVMS institutional holders.
Frequently asked questions
How much do SMIZ and QVMS overlap?
10.1% by weight, with 53 holdings in common, using holdings for SMIZ as of May 31, 2026 and QVMS as of May 31, 2026. The largest shared position is SNEX.
Do institutions hold both SMIZ and QVMS?
2 Form 13F filers report positions in both, out of 78 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%.