YLD vs VBND overlap

YLD and VBND overlap 0.6% by weight, across 1 shared holdings.

YLDVBND

Pick 2 to 4 ETFs.

0.6%

overlap by weight, across 1 shared holdings

YLD2.0% of the fund is in shared holdings, of 148

VBND0.6% of the fund is in shared holdings, of 173

Top shared holdings

Holding	YLD	VBND	Overlap
Energy TransET	2.02%	0.61%	0.61%

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: YLD, SEC Form N-PORT, June 30, 2026; VBND, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 85 holding any

YLD2.2% of its 13F dollars, 7.3% of its 69 holders

VBND0.6% of its 13F dollars, 23.8% of its 21 holders

Largest institutions holding both

Firm	YLD	VBND
JPMorgan Chase & Co	$5.8M	$356K
Osaic Holdings, Inc.	$5.0M	$5K
Citadel Advisors LLC	$346K	$2.2M
Farther Finance Advisors, LLC	$72K	$137K
Fifth Third Bancorp	$62K	$102K

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: YLD institutional holders, VBND institutional holders.

Frequently asked questions

How much do YLD and VBND overlap?

0.6% by weight, with 1 holdings in common, using holdings for YLD as of June 30, 2026 and VBND as of May 31, 2026. The largest shared position is ET.

Do institutions hold both YLD and VBND?

5 Form 13F filers report positions in both, out of 85 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%.