UIVM vs FIVA overlap
UIVM and FIVA overlap 22.9% by weight, across 42 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | UIVM | FIVA | Overlap |
|---|---|---|---|
| Toronto-DOM BankTD | 1.16% | 1.56% | 1.16% |
| Bank of Nova SCOBNS | 1.18% | 1.16% | 1.16% |
| EngieENGI | 0.80% | 0.87% | 0.80% |
| NN GroupNN | 0.98% | 0.75% | 0.75% |
| BOC HONG KONG2388 | 0.71% | 0.90% | 0.71% |
| EiffageFGR | 0.71% | 0.68% | 0.68% |
| GSK PLCGSK | 0.67% | 0.88% | 0.67% |
| Credit AgricoleACA | 0.74% | 0.67% | 0.67% |
| Totalenergies SETTE | 0.65% | 1.22% | 0.65% |
| Carrefour SACA | 0.77% | 0.63% | 0.63% |
| BNP ParibasBNP | 0.61% | 1.12% | 0.61% |
| Fresenius MedicaFME | 0.59% | 0.63% | 0.59% |
| CKH Holdings1 | 0.59% | 0.73% | 0.59% |
| Vodafone GroupVOD | 0.58% | 0.65% | 0.58% |
| Merck KGAAMKGAF | 0.58% | 0.70% | 0.58% |
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: UIVM, SEC Form N-PORT, June 30, 2026; FIVA, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | UIVM | FIVA |
|---|---|---|
| Northwestern Mutual Wealth Management Co | $2.4M | $14.9M |
| LPL Financial LLC | $341K | $15.2M |
| Envestnet Asset Management Inc. | $364K | $8.5M |
| JPMorgan Chase & Co | $23K | $4.9M |
| Citadel Advisors LLC | $1.6M | $342K |
| IFP Advisors, Inc | $717K | $5K |
| UBS Group AG | $8K | $73K |
| Wells Fargo & Company | $54 | $2K |
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: UIVM institutional holders, FIVA institutional holders.
Frequently asked questions
How much do UIVM and FIVA overlap?
22.9% by weight, with 42 holdings in common, using holdings for UIVM as of June 30, 2026 and FIVA as of July 31, 2026. The largest shared position is TD.
Do institutions hold both UIVM and FIVA?
8 Form 13F filers report positions in both, out of 110 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%.