PHO vs IYM overlap
PHO and IYM overlap 7.9% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | PHO | IYM | Overlap |
|---|---|---|---|
| Ecolab Inc.ECL | 8.21% | 6.44% | 6.44% |
| Mueller INDSMLI | 1.95% | 1.50% | 1.50% |
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: PHO, SEC Form N-PORT, July 31, 2026; IYM, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PHO | IYM |
|---|---|---|
| Bank of America Corp. | $110.5M | $79.0M |
| Morgan Stanley | $90.1M | $58.8M |
| LPL Financial LLC | $55.6M | $42.7M |
| UBS Group AG | $20.9M | $14.6M |
| Atria Investments, Inc | $31.7M | $2.5M |
| Cambridge Investment Research Advisors, Inc. | $2.1M | $28.6M |
| Wells Fargo & Company | $13.3M | $16.1M |
| Cetera Investment Advisers | $13.8M | $15.4M |
| Raymond James Financial Inc. | $24.0M | $4.7M |
| Royal Bank of Canada | $22.3M | $6.3M |
| Assetmark, Inc. | $42K | $27.4M |
| Ameriprise Financial Inc. | $8.5M | $15.6M |
| Osaic Holdings, Inc. | $11.5M | $11.2M |
| Commerce Bank | $3.3M | $19.3M |
| PNC Financial Services Group, Inc. | $19.9M | $868K |
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: PHO institutional holders, IYM institutional holders.
Frequently asked questions
How much do PHO and IYM overlap?
7.9% by weight, with 2 holdings in common, using holdings for PHO as of July 31, 2026 and IYM as of July 31, 2026. The largest shared position is ECL.
Do institutions hold both PHO and IYM?
125 Form 13F filers report positions in both, out of 527 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%.