YLDE vs FMCX overlap
YLDE and FMCX overlap 12.8% by weight, across 8 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | YLDE | FMCX | Overlap |
|---|---|---|---|
| Microsoft Corp.MSFT | 2.61% | 6.63% | 2.61% |
| Broadcom Inc.AVGO | 2.21% | 3.83% | 2.21% |
| Nvidia Corp.NVDA | 2.97% | 1.93% | 1.93% |
| VISA Inc.-Class aV | 1.79% | 2.11% | 1.79% |
| META Platforms-aMETA | 1.59% | 1.79% | 1.59% |
| Linde PLCLIN | 1.53% | 3.25% | 1.53% |
| Honeywell IntlHON | 0.61% | 4.41% | 0.61% |
| Alphabet Inc.-aGOOGL | 3.52% | 0.53% | 0.53% |
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; FMCX, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | YLDE | FMCX |
|---|---|---|
| Bank of America Corp. | $365K | $14.6M |
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, FMCX institutional holders.
Frequently asked questions
How much do YLDE and FMCX overlap?
12.8% by weight, with 8 holdings in common, using holdings for YLDE as of June 30, 2026 and FMCX as of May 31, 2026. The largest shared position is MSFT.
Do institutions hold both YLDE and FMCX?
1 Form 13F filers report positions in both, out of 53 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%.