DRIV vs CVGD overlap

DRIV and CVGD overlap 2.2% by weight, across 1 shared holdings.

DRIVCVGD

Pick 2 to 4 ETFs.

2.2%

overlap by weight, across 1 shared holdings

DRIV2.2% of the fund is in shared holdings, of 75

CVGD2.4% of the fund is in shared holdings, of 43

These funds report on different dates (DRIV: May 31, 2026, CVGD: July 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

Holding	DRIV	CVGD	Overlap
Microsoft Corp.MSFT	2.24%	2.35%	2.24%

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: DRIV, SEC Form N-PORT, May 31, 2026; CVGD, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 138 holding any

DRIV0.6% of its 13F dollars, 0.7% of its 137 holders

CVGD0.6% of its 13F dollars, 50.0% of its 2 holders

Largest institutions holding both

Firm	DRIV	CVGD
GTS Securities LLC	$731K	$766K

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: DRIV institutional holders, CVGD institutional holders.

Frequently asked questions

How much do DRIV and CVGD overlap?

2.2% by weight, with 1 holdings in common, using holdings for DRIV as of May 31, 2026 and CVGD as of July 31, 2026. The largest shared position is MSFT.

Do institutions hold both DRIV and CVGD?

1 Form 13F filers report positions in both, out of 138 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%.