ETF Holders

BDIV vs ACGR overlap

BDIV and ACGR overlap 31.2% by weight, across 14 shared holdings.

BDIVACGR

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31.2%
overlap by weight, across 14 shared holdings
BDIV46.8% of the fund is in shared holdings, of 36
ACGR45.2% of the fund is in shared holdings, of 81

These funds report on different dates (BDIV: July 31, 2026, ACGR: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.

Top shared holdings

HoldingBDIVACGROverlap
Microsoft Corp.MSFT6.77%10.30%6.77%
Apple Inc.AAPL5.87%9.63%5.87%
Alphabet Inc.-aGOOGL4.24%7.54%4.24%
Broadcom Inc.AVGO3.15%6.52%3.15%
ELI Lilly & CoLLY2.93%2.73%2.73%
VISA Inc.-Class aV2.52%1.69%1.69%
Costco WholesaleCOST1.97%1.67%1.67%
LAM ResearchLRCX4.46%1.62%1.62%
TJX COS Inc.TJX2.48%0.94%0.94%
Trane TechnologiTT3.54%0.81%0.81%
Taiwan Semic-ADRTSM1.76%0.55%0.55%
Linde PLCLIN2.52%0.53%0.53%
Parker HannifinPH2.46%0.39%0.39%
Welltower Inc.WELL2.16%0.24%0.24%

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: BDIV, SEC Form N-PORT, July 31, 2026; ACGR, SEC Form N-PORT, May 31, 2026.

Who owns them: BDIV institutional holders, ACGR institutional holders.

Frequently asked questions

How much do BDIV and ACGR overlap?

31.2% by weight, with 14 holdings in common, using holdings for BDIV as of July 31, 2026 and ACGR as of May 31, 2026. The largest shared position is MSFT.

Do institutions hold both BDIV and ACGR?

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