EFAV vs DISV overlap
EFAV and DISV overlap 1.4% by weight, across 8 shared holdings.
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Top shared holdings
| Holding | EFAV | DISV | Overlap |
|---|---|---|---|
| Swiss Prime -REGSPSN | 1.00% | 0.89% | 0.89% |
| Helvetia BaloiseHBAN | 0.72% | 0.18% | 0.18% |
| Banque Canto-REGBCVN | 0.43% | 0.15% | 0.15% |
| Carrefour SACA | 0.06% | 0.76% | 0.06% |
| Washington H SOUSOL | 0.23% | 0.06% | 0.06% |
| Kerry Group-aKYGA | 0.30% | 0.01% | 0.01% |
| Banco COM Port-RBCP | 0.06% | 0.00% | 0.00% |
| GALP EnergiaGALP | 0.41% | 0.00% | 0.00% |
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: EFAV, SEC Form N-PORT, July 31, 2026; DISV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | EFAV | DISV |
|---|---|---|
| FMR LLC | $641.7M | $483K |
| Focus Partners Wealth | $5.6M | $538.3M |
| Bank of America Corp. | $320.2M | $120.1M |
| BlackRock, Inc. | $320.1M | $363K |
| Morgan Stanley | $231.1M | $1.2M |
| Mather Group, LLC. | $2.4M | $209.1M |
| UBS Group AG | $59.9M | $99.7M |
| Focus Partners Advisor Solutions, LLC | $2.2M | $125.2M |
| Envestnet Asset Management Inc. | $90.9M | $32.7M |
| Savant Capital, LLC | $3.8M | $109.5M |
| Northwestern Mutual Wealth Management Co | $96.4M | $3.8M |
| LPL Financial LLC | $81.8M | $7.1M |
| Cambridge Investment Research Advisors, Inc. | $77.0M | $3.7M |
| Raymond James Financial Inc. | $55.8M | $19.7M |
| Financial Engines Advisors L.L.C. | $68.4M | $6.5M |
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: EFAV institutional holders, DISV institutional holders.
Frequently asked questions
How much do EFAV and DISV overlap?
1.4% by weight, with 8 holdings in common, using holdings for EFAV as of July 31, 2026 and DISV as of July 31, 2026. The largest shared position is SPSN.
Do institutions hold both EFAV and DISV?
147 Form 13F filers report positions in both, out of 851 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%.