IUSG vs CGDV overlap
IUSG and CGDV overlap 39.1% by weight, across 25 shared holdings.
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Top shared holdings
| Holding | IUSG | CGDV | Overlap |
|---|---|---|---|
| Microsoft Corp.MSFT | 7.41% | 5.81% | 5.81% |
| Nvidia Corp.NVDA | 12.95% | 5.66% | 5.66% |
| Broadcom Inc.AVGO | 4.78% | 5.16% | 4.78% |
| Alphabet Inc.-aGOOGL | 5.60% | 3.59% | 3.59% |
| META Platforms-aMETA | 3.31% | 3.33% | 3.31% |
| ELI Lilly & CoLLY | 2.54% | 3.15% | 2.54% |
| Apple Inc.AAPL | 5.68% | 2.36% | 2.36% |
| Amazon.COM Inc.AMZN | 3.31% | 1.88% | 1.88% |
| JPMorgan ChaseJPM | 1.59% | 1.89% | 1.59% |
| Applied MaterialAMAT | 1.53% | 3.12% | 1.53% |
| Mastercard Inc.-aMA | 0.74% | 1.30% | 0.74% |
| RTX Corp.RTX | 0.68% | 2.82% | 0.68% |
| Cisco SystemsCSCO | 0.66% | 3.02% | 0.66% |
| Abbvie Inc.ABBV | 0.55% | 1.35% | 0.55% |
| General ElectricGE | 0.54% | 3.08% | 0.54% |
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: IUSG, SEC Form N-PORT, June 30, 2026; CGDV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IUSG | CGDV |
|---|---|---|
| Bank of America Corp. | $10.1B | $907.7M |
| LPL Financial LLC | $2.8B | $4.0B |
| Morgan Stanley | $2.8B | $1.4B |
| Jones Financial Companies LLLP | $1.2B | $796.5M |
| Envestnet Asset Management Inc. | $595.5M | $1.1B |
| Raymond James Financial Inc. | $277.7M | $1.4B |
| Wells Fargo & Company | $212.2M | $1.1B |
| Northwestern Mutual Wealth Management Co | $49.0M | $1.1B |
| Cetera Investment Advisers | $123.6M | $900.6M |
| Commonwealth Equity Services, LLC | $152.3M | $673.6M |
| Cambridge Investment Research Advisors, Inc. | $44.5M | $772.9M |
| UBS Group AG | $245.9M | $485.8M |
| Osaic Holdings, Inc. | $79.1M | $569.0M |
| Royal Bank of Canada | $234.6M | $395.6M |
| Merit Financial Group, LLC | $393.6M | $87.0M |
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: IUSG institutional holders, CGDV institutional holders.
Frequently asked questions
How much do IUSG and CGDV overlap?
39.1% by weight, with 25 holdings in common, using holdings for IUSG as of June 30, 2026 and CGDV as of May 31, 2026. The largest shared position is MSFT.
Do institutions hold both IUSG and CGDV?
337 Form 13F filers report positions in both, out of 1,369 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%.