FDVV vs ESGV overlap
FDVV and ESGV overlap 34.8% by weight, across 66 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (FDVV: July 31, 2026, ESGV: 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
| Holding | FDVV | ESGV | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 6.57% | 8.37% | 6.57% |
| Apple Inc.AAPL | 6.18% | 7.62% | 6.18% |
| Microsoft Corp.MSFT | 4.89% | 5.66% | 4.89% |
| Broadcom Inc.AVGO | 3.11% | 3.50% | 3.11% |
| Alphabet Inc.-aGOOGL | 1.95% | 3.74% | 1.95% |
| JPMorgan ChaseJPM | 2.76% | 1.29% | 1.29% |
| ELI Lilly & CoLLY | 0.65% | 1.50% | 0.65% |
| META Platforms-aMETA | 0.65% | 2.34% | 0.65% |
| Bank of AmericaBAC | 1.96% | 0.57% | 0.57% |
| Procter & GamblePG | 1.69% | 0.57% | 0.57% |
| Home Depot Inc.HD | 1.59% | 0.53% | 0.53% |
| Coca-Cola Co/theKO | 1.96% | 0.52% | 0.52% |
| Unitedhealth GRPUNH | 0.50% | 0.59% | 0.50% |
| Goldman Sachs GPGS | 1.80% | 0.49% | 0.49% |
| Texas InstrumentTXN | 1.23% | 0.47% | 0.47% |
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: FDVV, SEC Form N-PORT, July 31, 2026; ESGV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | FDVV | ESGV |
|---|---|---|
| Vanguard Advisers Inc. | $13K | $508.1M |
| LPL Financial LLC | $452.2M | $36.2M |
| Morgan Stanley | $163.6M | $227.7M |
| Bank of America Corp. | $153.2M | $75.8M |
| Raymond James Financial Inc. | $140.6M | $88.3M |
| Commonwealth Equity Services, LLC | $180.1M | $19.7M |
| Creative Planning | $1.2M | $193.8M |
| Envestnet Asset Management Inc. | $155.7M | $30.4M |
| Retirement Planning Group, LLC | $170.2M | $365K |
| JPMorgan Chase & Co | $131.2M | $8.9M |
| Cetera Investment Advisers | $127.7M | $7.9M |
| Osaic Holdings, Inc. | $119.7M | $9.7M |
| Wells Fargo & Company | $111.9M | $11.0M |
| Cambridge Investment Research Advisors, Inc. | $93.7M | $28.6M |
| Royal Bank of Canada | $38.6M | $64.4M |
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: FDVV institutional holders, ESGV institutional holders.
Frequently asked questions
How much do FDVV and ESGV overlap?
34.8% by weight, with 66 holdings in common, using holdings for FDVV as of July 31, 2026 and ESGV as of May 31, 2026. The largest shared position is NVDA.
Do institutions hold both FDVV and ESGV?
186 Form 13F filers report positions in both, out of 1,043 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%.