IVOO vs DON overlap
IVOO and DON overlap 39.8% by weight, across 184 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | IVOO | DON | Overlap |
|---|---|---|---|
| Reliance Inc.RS | 0.57% | 0.55% | 0.55% |
| MKS Inc.MKSI | 0.62% | 0.51% | 0.51% |
| East West BncrpEWBC | 0.48% | 0.57% | 0.48% |
| WP Carey Inc.WPC | 0.46% | 0.84% | 0.46% |
| TD Synnex Corp.SNX | 0.56% | 0.46% | 0.46% |
| Ovintiv Inc.OVV | 0.44% | 0.63% | 0.44% |
| Carpenter TechCRS | 0.67% | 0.44% | 0.44% |
| Pinnacle FinanciPNFP | 0.42% | 0.43% | 0.42% |
| Borgwarner Inc.BWA | 0.42% | 0.42% | 0.42% |
| Permian Resour-aPR | 0.41% | 0.89% | 0.41% |
| DT MidstreamDTM | 0.41% | 0.67% | 0.41% |
| Lincoln ElectricLECO | 0.41% | 0.48% | 0.41% |
| RPM Intl Inc.RPM | 0.39% | 0.50% | 0.39% |
| Lamar Advertis-aLAMR | 0.38% | 0.51% | 0.38% |
| Carlisle COS Inc.CSL | 0.40% | 0.37% | 0.37% |
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: IVOO, SEC Form N-PORT, May 31, 2026; DON, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IVOO | DON |
|---|---|---|
| Bank of America Corp. | $180.6M | $255.6M |
| Goldman Sachs Group Inc. | $266.8M | $7.1M |
| Morgan Stanley | $125.8M | $139.9M |
| UBS Group AG | $107.1M | $105.4M |
| LPL Financial LLC | $43.0M | $99.7M |
| Ameriprise Financial Inc. | $36.7M | $78.7M |
| Jones Financial Companies LLLP | $3.9M | $103.7M |
| Raymond James Financial Inc. | $48.9M | $58.6M |
| Northwestern Mutual Wealth Management Co | $93.4M | $13.7M |
| Wells Fargo & Company | $40.4M | $56.5M |
| Creative Planning | $4.4M | $85.7M |
| Royal Bank of Canada | $32.8M | $29.8M |
| Cetera Investment Advisers | $29.4M | $24.8M |
| Mercer Global Advisors Inc. | $377K | $48.7M |
| Cambridge Investment Research Advisors, Inc. | $20.0M | $23.8M |
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: IVOO institutional holders, DON institutional holders.
Frequently asked questions
How much do IVOO and DON overlap?
39.8% by weight, with 184 holdings in common, using holdings for IVOO as of May 31, 2026 and DON as of June 30, 2026. The largest shared position is RS.
Do institutions hold both IVOO and DON?
135 Form 13F filers report positions in both, out of 685 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%.