IDEV vs EFV overlap
IDEV and EFV overlap 43.3% by weight, across 404 shared holdings.
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Top shared holdings
| Holding | IDEV | EFV | Overlap |
|---|---|---|---|
| HSBC Holdings PLHSBA | 1.24% | 3.22% | 1.24% |
| Roper TechnologiROP | 1.05% | 1.78% | 1.05% |
| Novartis AG-REGNOVN | 0.98% | 1.66% | 0.98% |
| Nestle SA-REGNESN | 0.88% | 2.29% | 0.88% |
| Shell PLCSHELL | 0.88% | 2.28% | 0.88% |
| Siemens AG-REGSIE | 0.83% | 1.41% | 0.83% |
| Mitsubishi UFJ F8306 | 0.82% | 2.12% | 0.82% |
| BHP Group Ltd.BHP | 0.73% | 1.24% | 0.73% |
| Banco SantanderSAN | 0.70% | 1.18% | 0.70% |
| Allianz SE-REGALIZF | 0.65% | 1.68% | 0.65% |
| Toyota Motor7203 | 0.61% | 1.60% | 0.61% |
| Totalenergies SETTE | 0.59% | 1.54% | 0.59% |
| BBVABBVA | 0.54% | 1.41% | 0.54% |
| SMFG8316 | 0.53% | 1.39% | 0.53% |
| Iberdrola SAIBE | 0.51% | 1.31% | 0.51% |
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: IDEV, SEC Form N-PORT, July 31, 2026; EFV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IDEV | EFV |
|---|---|---|
| Bank of America Corp. | $4.6B | $732.7M |
| Envestnet Asset Management Inc. | $510.4M | $2.5B |
| BlackRock, Inc. | $2.4B | $149.3M |
| Morgan Stanley | $1.3B | $706.9M |
| PNC Financial Services Group, Inc. | $1.7B | $221.4M |
| Creative Planning | $1.7B | $17.9M |
| Ameriprise Financial Inc. | $1.1B | $347.3M |
| FMR LLC | $45.9M | $1.3B |
| JPMorgan Chase & Co | $427.1M | $828.0M |
| LPL Financial LLC | $183.7M | $1.0B |
| SEI Investments Co | $1.2B | $392K |
| US Bancorp | $1.0M | $1.1B |
| Cerity Partners LLC | $567.5M | $56.0M |
| Jones Financial Companies LLLP | $1.4M | $574.2M |
| Auto-Owners Insurance Co | $214.7M | $303.4M |
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: IDEV institutional holders, EFV institutional holders.
Frequently asked questions
How much do IDEV and EFV overlap?
43.3% by weight, with 404 holdings in common, using holdings for IDEV as of July 31, 2026 and EFV as of July 31, 2026. The largest shared position is HSBA.
Do institutions hold both IDEV and EFV?
427 Form 13F filers report positions in both, out of 1,564 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%.