IDVY vs CGRO overlap

IDVY and CGRO overlap 0.0% by weight, across 0 shared holdings.

IDVYCGRO

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

IDVY0.0% of the fund is in shared holdings, of 152

CGRO0.0% of the fund is in shared holdings, of 31

Top shared holdings

These funds hold nothing in common.

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: IDVY, SEC Form N-PORT, June 30, 2026; CGRO, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 3 holding any

IDVY1.7% of its 13F dollars, 50.0% of its 2 holders

CGRO0.4% of its 13F dollars, 50.0% of its 2 holders

Largest institutions holding both

Firm	IDVY	CGRO
UBS Group AG	$16K	$4K

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: IDVY institutional holders, CGRO institutional holders.

Frequently asked questions

How much do IDVY and CGRO overlap?

0.0% by weight, with 0 holdings in common, using holdings for IDVY as of June 30, 2026 and CGRO as of June 30, 2026.

Do institutions hold both IDVY and CGRO?

1 Form 13F filers report positions in both, out of 3 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%.