IUSG vs DGRO overlap
IUSG and DGRO overlap 25.1% by weight, across 134 shared holdings.
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Top shared holdings
| Holding | IUSG | DGRO | Overlap |
|---|---|---|---|
| Microsoft Corp.MSFT | 7.41% | 3.24% | 3.24% |
| Apple Inc.AAPL | 5.68% | 2.86% | 2.86% |
| Broadcom Inc.AVGO | 4.78% | 2.55% | 2.55% |
| JPMorgan ChaseJPM | 1.59% | 3.16% | 1.59% |
| ELI Lilly & CoLLY | 2.54% | 1.19% | 1.19% |
| Johnson&JohnsonJNJ | 0.96% | 3.07% | 0.96% |
| VISA Inc.-Class aV | 0.84% | 1.10% | 0.84% |
| Mastercard Inc.-aMA | 0.74% | 0.72% | 0.72% |
| RTX Corp.RTX | 0.68% | 1.01% | 0.68% |
| Cisco SystemsCSCO | 0.66% | 1.33% | 0.66% |
| Abbvie Inc.ABBV | 0.55% | 2.96% | 0.55% |
| Caterpillar Inc.CAT | 1.31% | 0.53% | 0.53% |
| Goldman Sachs GPGS | 0.52% | 1.11% | 0.52% |
| Philip Morris inPM | 0.42% | 2.13% | 0.42% |
| Morgan StanleyMS | 0.41% | 1.03% | 0.41% |
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; DGRO, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IUSG | DGRO |
|---|---|---|
| Bank of America Corp. | $10.1B | $1.5B |
| LPL Financial LLC | $2.8B | $1.6B |
| Morgan Stanley | $2.8B | $1.5B |
| Jones Financial Companies LLLP | $1.2B | $1.1B |
| Envestnet Asset Management Inc. | $595.5M | $841.3M |
| Raymond James Financial Inc. | $277.7M | $845.7M |
| Royal Bank of Canada | $234.6M | $619.1M |
| Wells Fargo & Company | $212.2M | $518.4M |
| Commonwealth Equity Services, LLC | $152.3M | $548.4M |
| HighTower Advisors, LLC | $275.7M | $402.1M |
| PNC Financial Services Group, Inc. | $229.7M | $443.9M |
| JPMorgan Chase & Co | $284.7M | $377.3M |
| Capital Investment Advisors, LLC | $280K | $644.0M |
| Ameriprise Financial Inc. | $90.4M | $518.5M |
| UBS Group AG | $245.9M | $347.0M |
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, DGRO institutional holders.
Frequently asked questions
How much do IUSG and DGRO overlap?
25.1% by weight, with 134 holdings in common, using holdings for IUSG as of June 30, 2026 and DGRO as of July 31, 2026. The largest shared position is MSFT.
Do institutions hold both IUSG and DGRO?
545 Form 13F filers report positions in both, out of 1,728 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%.