IJJ vs DFSV overlap
IJJ and DFSV overlap 28.6% by weight, across 121 shared holdings.
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Top shared holdings
| Holding | IJJ | DFSV | Overlap |
|---|---|---|---|
| Borgwarner Inc.BWA | 0.78% | 0.75% | 0.75% |
| Knight-Swift TRAKNX | 0.73% | 0.70% | 0.70% |
| Ovintiv Inc.OVV | 0.83% | 0.70% | 0.70% |
| Arrow ElectronicARW | 0.63% | 0.69% | 0.63% |
| Wesco IntlWCC | 0.97% | 0.62% | 0.62% |
| HF Sinclair Corp.DINO | 0.61% | 0.75% | 0.61% |
| Zions Bancorp NAZION | 0.58% | 0.61% | 0.58% |
| Southstate BankSSB | 0.56% | 0.61% | 0.56% |
| Columbia BankingCOLB | 0.53% | 0.59% | 0.53% |
| Old NATL BancorpONB | 0.51% | 0.59% | 0.51% |
| Darling IngredieDAR | 0.50% | 0.57% | 0.50% |
| Antero ResourcesAR | 0.59% | 0.48% | 0.48% |
| UMB FinancialUMBF | 0.59% | 0.42% | 0.42% |
| Prosperity BncshPB | 0.42% | 0.56% | 0.42% |
| Avnet Inc.AVT | 0.42% | 0.47% | 0.42% |
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: IJJ, SEC Form N-PORT, June 30, 2026; DFSV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IJJ | DFSV |
|---|---|---|
| Savant Capital, LLC | $1.3M | $976.1M |
| FMR LLC | $603.9M | $35K |
| Morgan Stanley | $589.6M | $1.6M |
| Wells Fargo & Company | $519.6M | $3.0M |
| Envestnet Asset Management Inc. | $330.5M | $92.3M |
| Bank of America Corp. | $352.1M | $66.1M |
| UBS Group AG | $286.3M | $4.5M |
| Mather Group, LLC. | $324K | $257.3M |
| JMG Financial Group, Ltd. | $1.1M | $244.8M |
| Cerity Partners LLC | $38.9M | $173.4M |
| PNC Financial Services Group, Inc. | $205.5M | $293K |
| LPL Financial LLC | $113.5M | $91.6M |
| Raymond James Financial Inc. | $128.2M | $76.4M |
| Focus Partners Wealth | $18.5M | $182.4M |
| Cetera Investment Advisers | $15.6M | $182.3M |
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: IJJ institutional holders, DFSV institutional holders.
Frequently asked questions
How much do IJJ and DFSV overlap?
28.6% by weight, with 121 holdings in common, using holdings for IJJ as of June 30, 2026 and DFSV as of July 31, 2026. The largest shared position is BWA.
Do institutions hold both IJJ and DFSV?
220 Form 13F filers report positions in both, out of 1,239 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%.