VSDM vs JMSI overlap
VSDM and JMSI overlap 2.7% by weight, across 35 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (VSDM: July 31, 2026, JMSI: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | VSDM | JMSI | Overlap |
|---|---|---|---|
| CA Cmnty Choice FING | 0.28% | 0.30% | 0.28% |
| Rutherford HLTH-B-1 | 0.21% | 0.28% | 0.21% |
| Black BELT ENE 5% 12/1/2034 | 0.19% | 0.76% | 0.19% |
| California Cmntys-DCCEDEV | 0.18% | 0.59% | 0.18% |
| Main STR NAT GA 4% MTMAIUTL | 0.17% | 0.54% | 0.17% |
| Lee Co INDL DEV-a-2 | 0.15% | 0.58% | 0.15% |
| ID HLTH FACS AUTH-B | 0.15% | 0.28% | 0.15% |
| Tarrant Cultural-C-1 | 0.15% | 0.58% | 0.15% |
| CA Cmnty Choice FINGCCEDEV | 0.14% | 0.56% | 0.14% |
| Kentucky Inc. KY 5% MT | 0.12% | 0.27% | 0.12% |
| TENN Energy ACQ 5% 11/1/2034TNSUTL | 0.11% | 0.14% | 0.11% |
| Ohio St HOSP Revenu-BOHSMED | 0.11% | 0.29% | 0.11% |
| FL Hlthcare FAC 5% MT | 0.09% | 0.57% | 0.09% |
| MA DEV FIN AGY | 0.08% | 0.27% | 0.08% |
| Main Street Natural-E | 0.07% | 0.28% | 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: VSDM, SEC Form N-PORT, July 31, 2026; JMSI, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | VSDM | JMSI |
|---|---|---|
| Betterment LLC | $393K | $100.1M |
| JPMorgan Chase & Co | $2.2M | $51.5M |
| Integrated Wealth Concepts LLC | $1.2M | $10.5M |
| Envestnet Asset Management Inc. | $200K | $9.3M |
| Jones Financial Companies LLLP | $3.9M | $2.5M |
| Commonwealth Equity Services, LLC | $5.0M | $491K |
| LPL Financial LLC | $2.9M | $2.5M |
| Wealth Enhancement Advisory Services, LLC | $658K | $3.8M |
| Farther Finance Advisors, LLC | $182K | $1.5M |
| Elequin Capital, LP | $210K | $1.4M |
| Jane Street Group, LLC | $889K | $407K |
| Steward Partners Investment Advisory, LLC | $79K | $8K |
| Osaic Holdings, Inc. | $23K | $28K |
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: VSDM institutional holders, JMSI institutional holders.
Frequently asked questions
How much do VSDM and JMSI overlap?
2.7% by weight, with 35 holdings in common, using holdings for VSDM as of July 31, 2026 and JMSI as of May 31, 2026. The largest shared position is CA CMNTY CHOICE FING.
Do institutions hold both VSDM and JMSI?
13 Form 13F filers report positions in both, out of 177 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%.