VSDM vs SHYD overlap
VSDM and SHYD overlap 7.5% by weight, across 130 shared holdings.
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Top shared holdings
| Holding | VSDM | SHYD | Overlap |
|---|---|---|---|
| CA Cmnty Choice-D | 0.37% | 0.58% | 0.37% |
| California CMY(Athene Annuity) 5% 12/1/32MT 55 | 0.29% | 0.28% | 0.28% |
| Kentucky Inc. KY 5.250% MTKYSPWR | 0.23% | 0.70% | 0.23% |
| S California PUB-2 | 0.34% | 0.23% | 0.23% |
| California CMY 5% MTCCEDEV | 0.23% | 0.23% | 0.23% |
| Black BELT Energy Gas | 0.22% | 0.44% | 0.22% |
| California CMY(Forethought LIF) 5% 7/1/34MT 55 | 0.19% | 0.45% | 0.19% |
| Patriots Energy GroupPEGUTL | 0.17% | 1.18% | 0.17% |
| New Jersey EDA-a-REF | 0.15% | 0.22% | 0.15% |
| PR St 4% 7/1/2033 | 0.14% | 0.89% | 0.14% |
| Minneapolis HLTH-a | 0.14% | 0.14% | 0.14% |
| S E Energy AUTH-a-1 | 0.13% | 0.23% | 0.13% |
| New York Energy Finance Development Corp. 5% MT | 0.13% | 0.34% | 0.13% |
| NY St HSG FIN AGY-D-2 | 0.12% | 0.22% | 0.12% |
| Southeast EN AL 5% 10/1/2030SEEPWR | 0.15% | 0.12% | 0.12% |
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; SHYD, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | VSDM | SHYD |
|---|---|---|
| Wells Fargo & Company | $55 | $41.3M |
| Truist Financial Corp. | $19.2M | $2.9M |
| LPL Financial LLC | $2.9M | $10.3M |
| Commonwealth Equity Services, LLC | $5.0M | $5.9M |
| Great Valley Advisor Group, Inc. | $2.5M | $4.4M |
| HighTower Advisors, LLC | $1.5M | $5.2M |
| Jones Financial Companies LLLP | $3.9M | $2.2M |
| Envestnet Asset Management Inc. | $200K | $4.5M |
| Belpointe Asset Management LLC | $3.9M | $270K |
| Royal Bank of Canada | $151K | $3.7M |
| Dakota Wealth Management | $2.7M | $937K |
| Waverly Advisors, LLC | $448K | $3.0M |
| Osaic Holdings, Inc. | $23K | $3.1M |
| JPMorgan Chase & Co | $2.2M | $315K |
| Breakwater Capital Group | $679K | $1.2M |
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, SHYD institutional holders.
Frequently asked questions
How much do VSDM and SHYD overlap?
7.5% by weight, with 130 holdings in common, using holdings for VSDM as of July 31, 2026 and SHYD as of July 31, 2026. The largest shared position is CA CMNTY CHOICE-D.
Do institutions hold both VSDM and SHYD?
31 Form 13F filers report positions in both, out of 245 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%.