FIVA vs DWX overlap
FIVA and DWX overlap 6.2% by weight, across 7 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | FIVA | DWX | Overlap |
|---|---|---|---|
| Shell PLCSHELL | 1.51% | 1.27% | 1.27% |
| Totalenergies SETTE | 1.22% | 2.52% | 1.22% |
| Novartis AG-REGNOVN | 1.25% | 1.02% | 1.02% |
| KDDI Corp.9433 | 1.27% | 0.87% | 0.87% |
| SanofiSAN | 0.82% | 1.43% | 0.82% |
| Essity Aktiebo-BESSITYB | 0.60% | 0.89% | 0.60% |
| Fortis Inc.FTS | 0.35% | 1.15% | 0.35% |
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: FIVA, SEC Form N-PORT, July 31, 2026; DWX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | FIVA | DWX |
|---|---|---|
| Commonwealth Equity Services, LLC | $58.8M | $872K |
| FMR LLC | $57.4M | $148K |
| Morgan Stanley | $169K | $40.6M |
| Bank of America Corp. | $2.6M | $33.3M |
| Osaic Holdings, Inc. | $19.0M | $6.7M |
| LPL Financial LLC | $15.2M | $9.8M |
| Northwestern Mutual Wealth Management Co | $14.9M | $4.5M |
| UBS Group AG | $73K | $17.6M |
| Wells Fargo & Company | $2K | $14.3M |
| Royal Bank of Canada | $8.4M | $4.5M |
| Cetera Investment Advisers | $9.4M | $3.1M |
| Envestnet Asset Management Inc. | $8.5M | $3.9M |
| Kestra Advisory Services, LLC | $7.1M | $485K |
| D.A. Davidson & Co. | $6.9M | $328K |
| MML Investors Services, LLC | $303K | $5.5M |
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: FIVA institutional holders, DWX institutional holders.
Frequently asked questions
How much do FIVA and DWX overlap?
6.2% by weight, with 7 holdings in common, using holdings for FIVA as of July 31, 2026 and DWX as of June 30, 2026. The largest shared position is SHELL.
Do institutions hold both FIVA and DWX?
38 Form 13F filers report positions in both, out of 198 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%.