FDG vs BCHP overlap
FDG and BCHP overlap 45.2% by weight, across 11 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | FDG | BCHP | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 17.36% | 9.61% | 9.61% |
| Amazon.COM Inc.AMZN | 9.00% | 12.17% | 9.00% |
| Alphabet Inc.-CGOOG | 16.12% | 8.86% | 8.86% |
| Microsoft Corp.MSFT | 4.37% | 8.85% | 4.37% |
| Cadence DesignCDNS | 3.55% | 4.73% | 3.55% |
| META Platforms-aMETA | 2.83% | 4.52% | 2.83% |
| Netflix Inc.NFLX | 2.63% | 2.90% | 2.63% |
| Mastercard Inc.-aMA | 2.02% | 4.96% | 2.02% |
| Broadcom Inc.AVGO | 1.17% | 4.62% | 1.17% |
| Doordash Inc.-aDASH | 0.99% | 0.86% | 0.86% |
| VISA Inc.-Class aV | 0.26% | 4.93% | 0.26% |
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: FDG, SEC Form N-PORT, May 31, 2026; BCHP, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | FDG | BCHP |
|---|---|---|
| Envestnet Asset Management Inc. | $65.6M | $139.0M |
| Commonwealth Equity Services, LLC | $6.5M | $848K |
| Osaic Holdings, Inc. | $3.0M | $5K |
| LPL Financial LLC | $2.1M | $635K |
| Morgan Stanley | $133K | $7K |
| Wells Fargo & Company | $7K | $3K |
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: FDG institutional holders, BCHP institutional holders.
Frequently asked questions
How much do FDG and BCHP overlap?
45.2% by weight, with 11 holdings in common, using holdings for FDG as of May 31, 2026 and BCHP as of June 30, 2026. The largest shared position is NVDA.
Do institutions hold both FDG and BCHP?
6 Form 13F filers report positions in both, out of 70 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%.