IEZ vs GDE overlap
IEZ and GDE overlap 0.2% by weight, across 4 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | IEZ | GDE | Overlap |
|---|---|---|---|
| Baker Hughes CoBKR | 22.14% | 0.08% | 0.08% |
| Halliburton CoHAL | 4.30% | 0.04% | 0.04% |
| SLB Ltd.SLB | 21.06% | 0.04% | 0.04% |
| Technipfmc PLCFTI | 4.77% | 0.02% | 0.02% |
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: IEZ, SEC Form N-PORT, June 30, 2026; GDE, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IEZ | GDE |
|---|---|---|
| Morgan Stanley | $22.2M | $2.2M |
| LPL Financial LLC | $7.9M | $538K |
| Wells Fargo & Company | $6.1M | $56K |
| Susquehanna International Group, LLP | $1.2M | $3.5M |
| UBS Group AG | $3.5M | $482K |
| Prospera Financial Services Inc | $2.5M | $301K |
| Osaic Holdings, Inc. | $265K | $2.4M |
| Ameriprise Financial Inc. | $393K | $2.2M |
| Envestnet Asset Management Inc. | $1.2M | $1.2M |
| JPMorgan Chase & Co | $235K | $1.5M |
| Sanctuary Advisors, LLC | $509K | $1.1M |
| Atria Investments, Inc | $725K | $335K |
| NewEdge Advisors, LLC | $803K | $238K |
| Raymond James Financial Inc. | $579K | $219K |
| Corient Private Wealth LP | $425K | $269K |
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: IEZ institutional holders, GDE institutional holders.
Frequently asked questions
How much do IEZ and GDE overlap?
0.2% by weight, with 4 holdings in common, using holdings for IEZ as of June 30, 2026 and GDE as of May 31, 2026. The largest shared position is BKR.
Do institutions hold both IEZ and GDE?
23 Form 13F filers report positions in both, out of 142 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%.