IDV vs EWC overlap
IDV and EWC overlap 2.8% by weight, across 4 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (IDV: July 31, 2026, EWC: 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 | IDV | EWC | Overlap |
|---|---|---|---|
| Bank of Nova SCOBNS | 1.62% | 3.22% | 1.62% |
| Great-West LifecGWLIF | 0.72% | 0.52% | 0.52% |
| Emera Inc.EMA | 1.06% | 0.51% | 0.51% |
| Canadian Utilities Ltd.CU | 0.59% | 0.16% | 0.16% |
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: IDV, SEC Form N-PORT, July 31, 2026; EWC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IDV | EWC |
|---|---|---|
| BlackRock, Inc. | $529K | $1.1B |
| JPMorgan Chase & Co | $46.3M | $754.6M |
| Bank of America Corp. | $600.8M | $125.9M |
| Morgan Stanley | $353.8M | $179.9M |
| Royal Bank of Canada | $103.0M | $385.2M |
| FMR LLC | $4.0M | $344.8M |
| Wells Fargo & Company | $232.5M | $17.1M |
| UBS Group AG | $159.5M | $75.9M |
| Ameriprise Financial Inc. | $166.0M | $33.8M |
| Envestnet Asset Management Inc. | $187.5M | $6.8M |
| LPL Financial LLC | $152.4M | $29.4M |
| Mercer Global Advisors Inc. | $166.6M | $1.7M |
| Assetmark, Inc. | $20.4M | $111.6M |
| Goldman Sachs Group Inc. | $9.6M | $97.7M |
| US Bancorp | $90.9M | $302K |
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: IDV institutional holders, EWC institutional holders.
Frequently asked questions
How much do IDV and EWC overlap?
2.8% by weight, with 4 holdings in common, using holdings for IDV as of July 31, 2026 and EWC as of May 31, 2026. The largest shared position is BNS.
Do institutions hold both IDV and EWC?
163 Form 13F filers report positions in both, out of 853 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%.