HQGO vs BGDV overlap
HQGO and BGDV overlap 20.3% by weight, across 15 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | HQGO | BGDV | Overlap |
|---|---|---|---|
| Broadcom Inc.AVGO | 3.59% | 4.83% | 3.59% |
| Alphabet Inc.-aGOOGL | 5.05% | 3.20% | 3.20% |
| JPMorgan ChaseJPM | 2.12% | 2.26% | 2.12% |
| ELI Lilly & CoLLY | 1.97% | 4.52% | 1.97% |
| Microsoft Corp.MSFT | 4.56% | 1.93% | 1.93% |
| META Platforms-aMETA | 2.61% | 1.72% | 1.72% |
| Walmart Inc.WMT | 1.57% | 1.26% | 1.26% |
| Nvidia Corp.NVDA | 5.34% | 1.21% | 1.21% |
| Western DigitalWDC | 0.85% | 5.04% | 0.85% |
| Cintas Corp.CTAS | 0.61% | 2.22% | 0.61% |
| TJX COS Inc.TJX | 0.57% | 2.70% | 0.57% |
| Home Depot Inc.HD | 0.38% | 1.42% | 0.38% |
| Amphenol Corp.-aAPH | 0.35% | 3.10% | 0.35% |
| Accenture PLC-aACN | 0.34% | 0.51% | 0.34% |
| Abbvie Inc.ABBV | 0.17% | 3.09% | 0.17% |
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: HQGO, SEC Form N-PORT, July 31, 2026; BGDV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
No 13F filer reports holding both.
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: HQGO institutional holders, BGDV institutional holders.
Frequently asked questions
How much do HQGO and BGDV overlap?
20.3% by weight, with 15 holdings in common, using holdings for HQGO as of July 31, 2026 and BGDV as of June 30, 2026. The largest shared position is AVGO.
Do institutions hold both HQGO and BGDV?
0 Form 13F filers report positions in both, out of 13 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%.