VYMI vs FENI overlap
VYMI and FENI overlap 32.6% by weight, across 202 shared holdings.
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Top shared holdings
| Holding | VYMI | FENI | Overlap |
|---|---|---|---|
| Roper TechnologiROP | 1.60% | 1.39% | 1.39% |
| Nestle SA-REGNESN | 1.35% | 1.74% | 1.35% |
| HSBC Holdings PLHSBA | 1.91% | 1.31% | 1.31% |
| BHP Group Ltd.BHP | 1.12% | 1.19% | 1.12% |
| Shell PLCSHELL | 1.34% | 0.99% | 0.99% |
| Novartis AG-REGNOVN | 1.52% | 0.92% | 0.92% |
| Banco SantanderSAN | 1.08% | 0.88% | 0.88% |
| UBS Group AGUBS | 0.86% | 1.20% | 0.86% |
| Iberdrola SAIBE | 0.85% | 1.21% | 0.85% |
| BBVABBVA | 0.82% | 1.20% | 0.82% |
| Mitsubishi UFJ F8306 | 1.27% | 0.73% | 0.73% |
| BNP ParibasBNP | 0.65% | 0.85% | 0.65% |
| Unicredit SpaUCG | 0.74% | 0.64% | 0.64% |
| Totalenergies SETTE | 0.89% | 0.64% | 0.64% |
| Intesa SanpaoloISP | 0.60% | 0.93% | 0.60% |
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; FENI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VYMI | FENI |
|---|---|---|
| FMR LLC | $4.4M | $1.1B |
| Morgan Stanley | $654.1M | $167.3M |
| Bank of America Corp. | $623.7M | $187.9M |
| LPL Financial LLC | $283.6M | $368.7M |
| Envestnet Asset Management Inc. | $275.1M | $357.8M |
| Wells Fargo & Company | $244.7M | $352.5M |
| Northwestern Mutual Wealth Management Co | $17.4M | $506.6M |
| Ameriprise Financial Inc. | $229.3M | $261.1M |
| UBS Group AG | $419.3M | $60.5M |
| Raymond James Financial Inc. | $167.8M | $215.3M |
| Osaic Holdings, Inc. | $55.9M | $318.8M |
| Commonwealth Equity Services, LLC | $47.0M | $269.2M |
| Royal Bank of Canada | $194.8M | $115.5M |
| Jones Financial Companies LLLP | $273.6M | $2.4M |
| Cetera Investment Advisers | $66.4M | $192.3M |
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, FENI institutional holders.
Frequently asked questions
How much do VYMI and FENI overlap?
32.6% by weight, with 202 holdings in common, using holdings for VYMI as of July 31, 2026 and FENI as of June 30, 2026. The largest shared position is ROP.
Do institutions hold both VYMI and FENI?
225 Form 13F filers report positions in both, out of 1,086 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%.