IUSV vs FNDX overlap
IUSV and FNDX overlap 64.2% by weight, across 557 shared holdings.
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Top shared holdings
| Holding | IUSV | FNDX | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 6.90% | 4.63% | 4.63% |
| Intel Corp.INTC | 2.14% | 2.57% | 2.14% |
| Amazon.COM Inc.AMZN | 3.56% | 1.85% | 1.85% |
| Exxon Mobil Corp.XOM | 1.84% | 2.28% | 1.84% |
| Unitedhealth GRPUNH | 1.23% | 1.37% | 1.23% |
| Walmart Inc.WMT | 1.61% | 1.01% | 1.01% |
| Chevron Corp.CVX | 1.01% | 1.48% | 1.01% |
| JPMorgan ChaseJPM | 0.91% | 1.38% | 0.91% |
| Bank of AmericaBAC | 1.21% | 0.87% | 0.87% |
| Johnson&JohnsonJNJ | 0.81% | 0.96% | 0.81% |
| Citigroup Inc.C | 0.78% | 0.85% | 0.78% |
| Cisco SystemsCSCO | 0.71% | 0.90% | 0.71% |
| Merck & CoMRK | 1.03% | 0.68% | 0.68% |
| Wells Fargo & CoWFC | 0.82% | 0.67% | 0.67% |
| Procter & GamblePG | 1.11% | 0.66% | 0.66% |
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; FNDX, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IUSV | FNDX |
|---|---|---|
| Charles Schwab Investment Management Inc. | $9.2M | $11.7B |
| Bank of America Corp. | $9.6B | $105.3M |
| LPL Financial LLC | $1.9B | $194.7M |
| Morgan Stanley | $1.1B | $183.8M |
| Envestnet Asset Management Inc. | $834.5M | $218.9M |
| Jones Financial Companies LLLP | $889.9M | $16.9M |
| Captrust Financial Advisors | $6.0M | $897.1M |
| Signaturefd, LLC | $536.6M | $1.4M |
| Keybank National Association | $258K | $474.9M |
| Blue Trust, Inc. | $466.6M | $37K |
| Aspiriant, LLC | $406.0M | $255K |
| Merit Financial Group, LLC | $327.9M | $13.5M |
| Ameriprise Financial Inc. | $50.7M | $265.5M |
| UBS Group AG | $169.7M | $64.2M |
| Steele Capital Management, Inc. | $22.8M | $199.8M |
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, FNDX institutional holders.
Frequently asked questions
How much do IUSV and FNDX overlap?
64.2% by weight, with 557 holdings in common, using holdings for IUSV as of June 30, 2026 and FNDX as of May 31, 2026. The largest shared position is AAPL.
Do institutions hold both IUSV and FNDX?
344 Form 13F filers report positions in both, out of 1,303 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%.