IHDG vs FNDC overlap
IHDG and FNDC overlap 6.4% by weight, across 103 shared holdings.
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Top shared holdings
| Holding | IHDG | FNDC | Overlap |
|---|---|---|---|
| Screen Holdings7735 | 0.27% | 0.17% | 0.17% |
| VallourecVK | 0.23% | 0.17% | 0.17% |
| Andritz AGANDR | 0.18% | 0.15% | 0.15% |
| Ibiden Co Ltd.4062 | 0.15% | 0.69% | 0.15% |
| Knorr-Bremse AGKBX | 0.21% | 0.15% | 0.15% |
| Intercont HotelsIHG | 0.20% | 0.14% | 0.14% |
| VAT Group AGVACN | 0.20% | 0.14% | 0.14% |
| EdenredEDEN | 0.22% | 0.14% | 0.14% |
| Singapore EXCHSGX | 0.27% | 0.14% | 0.14% |
| Airtel AfricaAAF | 0.14% | 0.17% | 0.14% |
| Singap Tech ENGSTE | 0.24% | 0.13% | 0.13% |
| Banco COM Port-RBCP | 0.41% | 0.13% | 0.13% |
| Traton SE8TRA | 0.58% | 0.13% | 0.13% |
| Frontline PLCFRO | 0.15% | 0.13% | 0.13% |
| Ferrovial NVFER | 0.34% | 0.12% | 0.12% |
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: IHDG, SEC Form N-PORT, June 30, 2026; FNDC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IHDG | FNDC |
|---|---|---|
| Morgan Stanley | $176.2M | $32.2M |
| LPL Financial LLC | $166.7M | $2.5M |
| Bank of America Corp. | $120.2M | $4.0M |
| Raymond James Financial Inc. | $64.9M | $7.5M |
| Creative Planning | $49.3M | $7.9M |
| AE Wealth Management LLC | $51.8M | $248K |
| UBS Group AG | $37.9M | $8.5M |
| Stifel Financial Corp. | $42.7M | $1.3M |
| Envestnet Asset Management Inc. | $40.5M | $884K |
| Osaic Holdings, Inc. | $25.5M | $13.9M |
| Ameriprise Financial Inc. | $30.7M | $986K |
| Cambridge Investment Research Advisors, Inc. | $25.9M | $900K |
| Northwestern Mutual Wealth Management Co | $18.8M | $2.5M |
| Dynamic Advisor Solutions LLC | $13.6M | $5.9M |
| Mariner, LLC | $11.6M | $3.8M |
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: IHDG institutional holders, FNDC institutional holders.
Frequently asked questions
How much do IHDG and FNDC overlap?
6.4% by weight, with 103 holdings in common, using holdings for IHDG as of June 30, 2026 and FNDC as of May 31, 2026. The largest shared position is 7735.
Do institutions hold both IHDG and FNDC?
83 Form 13F filers report positions in both, out of 458 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%.