XMVM vs XJH overlap
XMVM and XJH overlap 17.4% by weight, across 67 shared holdings.
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Top shared holdings
| Holding | XMVM | XJH | Overlap |
|---|---|---|---|
| US Foods HoldingUSFD | 1.10% | 0.70% | 0.70% |
| TD Synnex Corp.SNX | 1.40% | 0.62% | 0.62% |
| East West BncrpEWBC | 0.89% | 0.55% | 0.55% |
| Wesco IntlWCC | 0.83% | 0.52% | 0.52% |
| Annaly Capital MNLY | 1.49% | 0.51% | 0.51% |
| Tenet HealthcareTHC | 1.91% | 0.50% | 0.50% |
| TOLL BrothersTOL | 1.33% | 0.48% | 0.48% |
| Jones LANG LasalJLL | 1.62% | 0.45% | 0.45% |
| RenaissancereRNR | 1.76% | 0.42% | 0.42% |
| ALLY Financial IALLY | 1.49% | 0.40% | 0.40% |
| Webster FINLWBS | 1.18% | 0.38% | 0.38% |
| First Horizon CoFHN | 1.10% | 0.38% | 0.38% |
| Stifel FinancialSF | 1.05% | 0.34% | 0.34% |
| Arrow ElectronicARW | 1.72% | 0.34% | 0.34% |
| Wintrust FINLWTFC | 1.03% | 0.34% | 0.34% |
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: XMVM, SEC Form N-PORT, July 31, 2026; XJH, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XMVM | XJH |
|---|---|---|
| Bank of America Corp. | $44.7M | $30.2M |
| LPL Financial LLC | $44.3M | $21.1M |
| Raymond James Financial Inc. | $20.0M | $24.9M |
| Morgan Stanley | $16.3M | $84K |
| Northwestern Mutual Wealth Management Co | $12.6M | $3.3M |
| Cetera Investment Advisers | $6.5M | $2.9M |
| Cambridge Investment Research Advisors, Inc. | $5.1M | $3.2M |
| Osaic Holdings, Inc. | $4.8M | $2.5M |
| Royal Bank of Canada | $5.4M | $1.8M |
| Harbour Investments, Inc. | $28K | $7.1M |
| Commonwealth Equity Services, LLC | $2.0M | $2.2M |
| Envestnet Asset Management Inc. | $1.7M | $1.1M |
| MML Investors Services, LLC | $1.4M | $429K |
| Citadel Advisors LLC | $1.3M | $421K |
| Steward Partners Investment Advisory, LLC | $95K | $1.3M |
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: XMVM institutional holders, XJH institutional holders.
Frequently asked questions
How much do XMVM and XJH overlap?
17.4% by weight, with 67 holdings in common, using holdings for XMVM as of July 31, 2026 and XJH as of June 30, 2026. The largest shared position is USFD.
Do institutions hold both XMVM and XJH?
26 Form 13F filers report positions in both, out of 270 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%.