IQSU vs EVUS overlap
IQSU and EVUS overlap 41.4% by weight, across 141 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (IQSU: July 31, 2026, EVUS: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | IQSU | EVUS | Overlap |
|---|---|---|---|
| Alphabet Inc.-aGOOGL | 5.61% | 6.55% | 5.61% |
| Micron TechMU | 2.88% | 3.22% | 2.88% |
| Cisco SystemsCSCO | 1.35% | 1.67% | 1.35% |
| Applied MaterialAMAT | 1.33% | 1.43% | 1.33% |
| Intel Corp.INTC | 1.30% | 1.68% | 1.30% |
| Procter & GamblePG | 1.03% | 1.16% | 1.03% |
| Home Depot Inc.HD | 1.02% | 1.15% | 1.02% |
| Bank of AmericaBAC | 1.18% | 0.94% | 0.94% |
| Texas InstrumentTXN | 0.74% | 0.91% | 0.74% |
| Verizon CommunicVZ | 0.62% | 0.77% | 0.62% |
| American ExpressAXP | 0.55% | 0.66% | 0.55% |
| Nextera EnergyNEE | 0.54% | 0.70% | 0.54% |
| Seagate TechnoloSTX | 0.54% | 0.58% | 0.54% |
| McDonalds Corp.MCD | 0.58% | 0.54% | 0.54% |
| Linde PLCLIN | 0.67% | 0.53% | 0.53% |
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: IQSU, SEC Form N-PORT, July 31, 2026; EVUS, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IQSU | EVUS |
|---|---|---|
| Envestnet Asset Management Inc. | $10.2M | $107.2M |
| LPL Financial LLC | $1.3M | $29.9M |
| Citadel Advisors LLC | $1.4M | $999K |
| Raymond James Financial Inc. | $240K | $724K |
| Integrated Wealth Concepts LLC | $188 | $650K |
| Osaic Holdings, Inc. | $40K | $424K |
| Rossby Financial, LCC | $203K | $25K |
| O'SHAughnessy Asset Management, LLC | $125K | $3K |
| Northwestern Mutual Wealth Management Co | $118K | $3K |
| FMR LLC | $6K | $42K |
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: IQSU institutional holders, EVUS institutional holders.
Frequently asked questions
How much do IQSU and EVUS overlap?
41.4% by weight, with 141 holdings in common, using holdings for IQSU as of July 31, 2026 and EVUS as of May 31, 2026. The largest shared position is GOOGL.
Do institutions hold both IQSU and EVUS?
10 Form 13F filers report positions in both, out of 144 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%.