IOPP vs BGEG overlap

IOPP and BGEG overlap 0.6% by weight, across 1 shared holdings.

IOPPBGEG

Pick 2 to 4 ETFs.

0.6%

overlap by weight, across 1 shared holdings

IOPP3.3% of the fund is in shared holdings, of 25

BGEG0.6% of the fund is in shared holdings, of 78

Top shared holdings

Holding	IOPP	BGEG	Overlap
Ultratech CementUTCEM	3.27%	0.59%	0.59%

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: IOPP, SEC Form N-PORT, June 30, 2026; BGEG, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 5 holding any

IOPP37.1% of its 13F dollars, 20.0% of its 5 holders

BGEG100.0% of its 13F dollars, 100.0% of its 1 holders

Largest institutions holding both

Firm	IOPP	BGEG
Jane Street Group, LLC	$384K	$1.1M

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: IOPP institutional holders, BGEG institutional holders.

Frequently asked questions

How much do IOPP and BGEG overlap?

0.6% by weight, with 1 holdings in common, using holdings for IOPP as of June 30, 2026 and BGEG as of June 30, 2026. The largest shared position is UTCEM.

Do institutions hold both IOPP and BGEG?

1 Form 13F filers report positions in both, out of 5 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%.