IUSV vs DGRO overlap
IUSV and DGRO overlap 49.4% by weight, across 313 shared holdings.
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Top shared holdings
| Holding | IUSV | DGRO | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 6.90% | 2.86% | 2.86% |
| Exxon Mobil Corp.XOM | 1.84% | 2.87% | 1.84% |
| Unitedhealth GRPUNH | 1.23% | 1.76% | 1.23% |
| Bank of AmericaBAC | 1.21% | 1.83% | 1.21% |
| Home Depot Inc.HD | 1.14% | 2.14% | 1.14% |
| Procter & GamblePG | 1.11% | 2.17% | 1.11% |
| Merck & CoMRK | 1.03% | 1.91% | 1.03% |
| JPMorgan ChaseJPM | 0.91% | 3.16% | 0.91% |
| Walmart Inc.WMT | 1.61% | 0.87% | 0.87% |
| VISA Inc.-Class aV | 0.83% | 1.10% | 0.83% |
| Wells Fargo & CoWFC | 0.82% | 1.27% | 0.82% |
| Johnson&JohnsonJNJ | 0.81% | 3.07% | 0.81% |
| Abbvie Inc.ABBV | 0.78% | 2.96% | 0.78% |
| Citigroup Inc.C | 0.78% | 0.87% | 0.78% |
| Cisco SystemsCSCO | 0.71% | 1.33% | 0.71% |
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: IUSV, SEC Form N-PORT, June 30, 2026; DGRO, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IUSV | DGRO |
|---|---|---|
| Bank of America Corp. | $9.6B | $1.5B |
| LPL Financial LLC | $1.9B | $1.6B |
| Morgan Stanley | $1.1B | $1.5B |
| Jones Financial Companies LLLP | $889.9M | $1.1B |
| Envestnet Asset Management Inc. | $834.5M | $841.3M |
| Raymond James Financial Inc. | $182.4M | $845.7M |
| Royal Bank of Canada | $173.6M | $619.1M |
| Commonwealth Equity Services, LLC | $73.8M | $548.4M |
| PNC Financial Services Group, Inc. | $176.4M | $443.9M |
| Wells Fargo & Company | $93.8M | $518.4M |
| JPMorgan Chase & Co | $211.3M | $377.3M |
| Ameriprise Financial Inc. | $50.7M | $518.5M |
| Signaturefd, LLC | $536.6M | $221K |
| UBS Group AG | $169.7M | $347.0M |
| HighTower Advisors, LLC | $82.0M | $402.1M |
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: IUSV institutional holders, DGRO institutional holders.
Frequently asked questions
How much do IUSV and DGRO overlap?
49.4% by weight, with 313 holdings in common, using holdings for IUSV as of June 30, 2026 and DGRO as of July 31, 2026. The largest shared position is AAPL.
Do institutions hold both IUSV and DGRO?
500 Form 13F filers report positions in both, out of 1,654 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%.