IGE vs BASV overlap

IGE and BASV overlap 4.9% by weight, across 4 shared holdings.

IGEBASV

Pick 2 to 4 ETFs.

4.9%

overlap by weight, across 4 shared holdings

IGE4.9% of the fund is in shared holdings, of 151

BASV10.9% of the fund is in shared holdings, of 42

Top shared holdings

Holding	IGE	BASV	Overlap
CRH PLCCRH	2.03%	3.06%	2.03%
SLB Ltd.SLB	1.97%	2.95%	1.97%
Smurfit WestrockSW	0.69%	3.50%	0.69%
Weatherford INTEWFRD	0.17%	1.39%	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: IGE, SEC Form N-PORT, June 30, 2026; BASV, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 176 holding any

IGE11.7% of its 13F dollars, 1.2% of its 171 holders

BASV0.0% of its 13F dollars, 28.6% of its 7 holders

Largest institutions holding both

Firm	IGE	BASV
Morgan Stanley	$44.5M	$3K
JPMorgan Chase & Co	$1.8M	$13K

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: IGE institutional holders, BASV institutional holders.

Frequently asked questions

How much do IGE and BASV overlap?

4.9% by weight, with 4 holdings in common, using holdings for IGE as of June 30, 2026 and BASV as of June 30, 2026. The largest shared position is CRH.

Do institutions hold both IGE and BASV?

2 Form 13F filers report positions in both, out of 176 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%.