ESG vs DVND overlap
ESG and DVND overlap 30.7% by weight, across 30 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | ESG | DVND | Overlap |
|---|---|---|---|
| Microsoft Corp.MSFT | 5.84% | 3.82% | 3.82% |
| Broadcom Inc.AVGO | 4.95% | 3.39% | 3.39% |
| Apple Inc.AAPL | 5.12% | 2.56% | 2.56% |
| Johnson&JohnsonJNJ | 2.59% | 2.37% | 2.37% |
| Exxon Mobil Corp.XOM | 2.70% | 2.03% | 2.03% |
| JPMorgan ChaseJPM | 3.96% | 1.63% | 1.63% |
| Procter & GamblePG | 1.40% | 1.93% | 1.40% |
| Merck & CoMRK | 1.36% | 1.91% | 1.36% |
| VISA Inc.-Class aV | 1.27% | 2.10% | 1.27% |
| Amazon.COM Inc.AMZN | 3.75% | 1.19% | 1.19% |
| Bank of AmericaBAC | 1.15% | 2.14% | 1.15% |
| Wells Fargo & CoWFC | 1.12% | 1.74% | 1.12% |
| Caterpillar Inc.CAT | 1.06% | 2.19% | 1.06% |
| IBMIBM | 0.89% | 1.79% | 0.89% |
| Blackrock Inc.BLK | 0.67% | 1.57% | 0.67% |
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: ESG, SEC Form N-PORT, July 31, 2026; DVND, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | ESG | DVND |
|---|---|---|
| Envestnet Asset Management Inc. | $638K | $10.4M |
| Morgan Stanley | $2.4M | $50 |
| Osaic Holdings, Inc. | $608K | $30K |
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: ESG institutional holders, DVND institutional holders.
Frequently asked questions
How much do ESG and DVND overlap?
30.7% by weight, with 30 holdings in common, using holdings for ESG as of July 31, 2026 and DVND as of June 30, 2026. The largest shared position is MSFT.
Do institutions hold both ESG and DVND?
3 Form 13F filers report positions in both, out of 58 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%.