IVOG vs IMCV overlap
IVOG and IMCV overlap 1.8% by weight, across 11 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (IVOG: May 31, 2026, IMCV: July 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 | IVOG | IMCV | Overlap |
|---|---|---|---|
| Tenet HealthcareTHC | 0.84% | 0.30% | 0.30% |
| East West BncrpEWBC | 0.47% | 0.25% | 0.25% |
| WP Carey Inc.WPC | 0.47% | 0.23% | 0.23% |
| DICK'S SportingDKS | 0.33% | 0.17% | 0.17% |
| Illumina Inc.ILMN | 0.74% | 0.15% | 0.15% |
| Roivant SciencesROIV | 0.43% | 0.14% | 0.14% |
| Carlyle Group inCG | 0.25% | 0.14% | 0.14% |
| Technipfmc PLCFTI | 1.52% | 0.12% | 0.12% |
| United TherapeutUTHR | 1.31% | 0.11% | 0.11% |
| Talen Energy CORTLN | 0.97% | 0.10% | 0.10% |
| Nextpower Inc.-aNXT | 0.83% | 0.08% | 0.08% |
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: IVOG, SEC Form N-PORT, May 31, 2026; IMCV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IVOG | IMCV |
|---|---|---|
| Vantagepoint Investment Advisers LLC | $186.0M | $93.0M |
| Morgan Stanley | $46.5M | $55.9M |
| Mariner, LLC | $92.4M | $5.2M |
| Raymond James Financial Inc. | $33.4M | $42.8M |
| Ameriprise Financial Inc. | $26.8M | $44.5M |
| LPL Financial LLC | $23.0M | $39.7M |
| Wells Fargo & Company | $12.3M | $22.7M |
| UBS Group AG | $17.0M | $17.5M |
| Bank of America Corp. | $13.6M | $18.6M |
| Commonwealth Equity Services, LLC | $1.9M | $23.5M |
| Cetera Investment Advisers | $12.7M | $11.2M |
| Osaic Holdings, Inc. | $1.4M | $21.5M |
| Envestnet Asset Management Inc. | $3.9M | $11.5M |
| Baird Financial Group, Inc. | $9.9M | $3.3M |
| Cambridge Investment Research Advisors, Inc. | $2.5M | $10.3M |
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: IVOG institutional holders, IMCV institutional holders.
Frequently asked questions
How much do IVOG and IMCV overlap?
1.8% by weight, with 11 holdings in common, using holdings for IVOG as of May 31, 2026 and IMCV as of July 31, 2026. The largest shared position is THC.
Do institutions hold both IVOG and IMCV?
67 Form 13F filers report positions in both, out of 293 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%.