SPDW vs AVEM overlap
SPDW and AVEM overlap 8.3% by weight, across 236 shared holdings.
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Top shared holdings
| Holding | SPDW | AVEM | Overlap |
|---|---|---|---|
| Samsung Electronics Co Ltd. GDR EACH REP 25 COM STK Krw100(REG S)SSNHZ | 2.96% | 5.70% | 2.96% |
| SK Hynix Inc.000660 | 2.79% | 7.83% | 2.79% |
| Samsung Electro009150 | 0.23% | 0.48% | 0.23% |
| Hyundai Motor005380 | 0.13% | 0.70% | 0.13% |
| Samsung Life INS032830 | 0.08% | 0.09% | 0.08% |
| Doosan Enerbilit034020 | 0.07% | 0.17% | 0.07% |
| KIA Corp.270 | 0.07% | 0.34% | 0.07% |
| Hyosung Heavy in298040 | 0.06% | 0.10% | 0.06% |
| Hanwha Aerospace012450 | 0.06% | 0.27% | 0.06% |
| HANA Financial G086790 | 0.06% | 0.33% | 0.06% |
| Hyundai Mobis012330 | 0.06% | 0.10% | 0.06% |
| SK Inc.034730 | 0.06% | 0.07% | 0.06% |
| Samsung SDI Co6400 | 0.06% | 0.07% | 0.06% |
| Posco-SPON ADRPKX | 0.05% | 0.18% | 0.05% |
| Naver Corp.035420 | 0.05% | 0.05% | 0.05% |
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: SPDW, SEC Form N-PORT, June 30, 2026; AVEM, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SPDW | AVEM |
|---|---|---|
| Creative Planning | $7.3B | $86.0M |
| Bank of America Corp. | $233.1M | $2.8B |
| Financial Engines Advisors L.L.C. | $2.6B | $4.1M |
| LPL Financial LLC | $2.0B | $569.5M |
| Savant Capital, LLC | $181.9M | $1.8B |
| Envestnet Asset Management Inc. | $422.0M | $1.6B |
| Morgan Stanley | $691.6M | $1.1B |
| Allworth Financial LP | $1.1B | $20.8M |
| Mercer Global Advisors Inc. | $16.4M | $962.1M |
| Wells Fargo & Company | $101.8M | $760.7M |
| Ameriprise Financial Inc. | $182.0M | $592.3M |
| Northwestern Mutual Wealth Management Co | $146.1M | $518.8M |
| TIAA-CREF Individual & Institutional Services, LLC | $613.3M | $558K |
| Jane Street Group, LLC | $542.0M | $62.7M |
| UBS Group AG | $448.4M | $122.9M |
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: SPDW institutional holders, AVEM institutional holders.
Frequently asked questions
How much do SPDW and AVEM overlap?
8.3% by weight, with 236 holdings in common, using holdings for SPDW as of June 30, 2026 and AVEM as of May 31, 2026. The largest shared position is SSNHZ.
Do institutions hold both SPDW and AVEM?
493 Form 13F filers report positions in both, out of 1,744 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%.