YLDE vs BRIF overlap
YLDE and BRIF overlap 13.1% by weight, across 8 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | YLDE | BRIF | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 2.97% | 8.03% | 2.97% |
| Broadcom Inc.AVGO | 2.21% | 5.26% | 2.21% |
| Waste ManagementWM | 1.55% | 1.72% | 1.55% |
| Taiwan Semic-ADRTSM | 1.67% | 1.54% | 1.54% |
| Linde PLCLIN | 1.53% | 3.14% | 1.53% |
| Travelers COS inTRV | 1.89% | 1.45% | 1.45% |
| Exxon Mobil Corp.XOM | 3.96% | 1.27% | 1.27% |
| Old Dominion FRTODFL | 1.38% | 0.60% | 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: YLDE, SEC Form N-PORT, June 30, 2026; BRIF, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | YLDE | BRIF |
|---|---|---|
| Commonwealth Equity Services, LLC | $376K | $2.0M |
| HRT Financial LP | $320K | $290K |
| JPMorgan Chase & Co | $409K | $366 |
| Jones Financial Companies LLLP | $1K | $403K |
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: YLDE institutional holders, BRIF institutional holders.
Frequently asked questions
How much do YLDE and BRIF overlap?
13.1% by weight, with 8 holdings in common, using holdings for YLDE as of June 30, 2026 and BRIF as of June 30, 2026. The largest shared position is NVDA.
Do institutions hold both YLDE and BRIF?
4 Form 13F filers report positions in both, out of 54 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%.