VYMI vs DFEM overlap

VYMI and DFEM overlap 18.3% by weight, across 765 shared holdings.

VYMIDFEM

Pick 2 to 4 ETFs.

18.3%

overlap by weight, across 765 shared holdings

VYMI21.7% of the fund is in shared holdings, of 1,563

DFEM28.7% of the fund is in shared holdings, of 6,664

Top shared holdings

Holding	VYMI	DFEM	Overlap
CCB-H939	0.54%	0.75%	0.54%
HON HAI2317	0.48%	0.46%	0.46%
Mediatek2454	0.81%	0.41%	0.41%
ICBC-H1398	0.40%	0.35%	0.35%
ASE Technology H3711	0.26%	0.34%	0.26%
Bank of China-H3988	0.25%	0.30%	0.25%
AL Rajhi BankRJHI	0.25%	0.25%	0.25%
PING an2318	0.24%	0.48%	0.24%
Petrobras-PREFPETR4	0.21%	0.36%	0.21%
Saudi Arabian OIARAMCO	0.22%	0.21%	0.21%
UMC2303	0.23%	0.20%	0.20%
Anglogold AshantAU	0.19%	0.19%	0.19%
CTBC Financial2891	0.18%	0.27%	0.18%
KB Financial GRO105560	0.20%	0.17%	0.17%
Fubon Financial2881	0.17%	0.21%	0.17%

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: VYMI, SEC Form N-PORT, July 31, 2026; DFEM, SEC Form N-PORT, July 31, 2026.

234

institutions report holding both, of 1,245 holding any

VYMI63.7% of its 13F dollars, 26.5% of its 884 holders

DFEM44.3% of its 13F dollars, 39.3% of its 595 holders

Largest institutions holding both

Firm	VYMI	DFEM
Morgan Stanley	$654.1M	$3.5M
Bank of America Corp.	$623.7M	$31.9M
Focus Partners Wealth	$37.1M	$402.3M
UBS Group AG	$419.3M	$1.8M
LPL Financial LLC	$283.6M	$92.1M
Focus Partners Advisor Solutions, LLC	$1.2M	$358.6M
Envestnet Asset Management Inc.	$275.1M	$59.7M
Jones Financial Companies LLLP	$273.6M	$3.2M
Wells Fargo & Company	$244.7M	$1.6M
Sequoia Financial Advisors, LLC	$4.0M	$215.4M
HighTower Advisors, LLC	$83.9M	$129.7M
Royal Bank of Canada	$194.8M	$3.3M
Captrust Financial Advisors	$178.1M	$4.2M
Raymond James Financial Inc.	$167.8M	$13.9M
Savant Capital, LLC	$703K	$177.8M

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: VYMI institutional holders, DFEM institutional holders.

Frequently asked questions

How much do VYMI and DFEM overlap?

18.3% by weight, with 765 holdings in common, using holdings for VYMI as of July 31, 2026 and DFEM as of July 31, 2026. The largest shared position is 939.

Do institutions hold both VYMI and DFEM?

234 Form 13F filers report positions in both, out of 1,245 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%.