IVOV vs IMCV overlap
IVOV and IMCV overlap 3.1% by weight, across 18 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (IVOV: 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 | IVOV | IMCV | Overlap |
|---|---|---|---|
| East West BncrpEWBC | 0.49% | 0.25% | 0.25% |
| Performance FoodPFGC | 0.92% | 0.25% | 0.25% |
| Ovintiv Inc.OVV | 0.92% | 0.24% | 0.24% |
| Annaly Capital MNLY | 0.93% | 0.23% | 0.23% |
| WP Carey Inc.WPC | 0.46% | 0.23% | 0.23% |
| Permian Resour-aPR | 0.85% | 0.23% | 0.23% |
| DICK'S SportingDKS | 0.54% | 0.17% | 0.17% |
| TD Synnex Corp.SNX | 1.16% | 0.17% | 0.17% |
| Fidelity NationaFNF | 0.72% | 0.16% | 0.16% |
| Alcoa Corp.AA | 1.19% | 0.16% | 0.16% |
| Illumina Inc.ILMN | 0.68% | 0.15% | 0.15% |
| US Foods HoldingUSFD | 1.07% | 0.15% | 0.15% |
| Roivant SciencesROIV | 0.34% | 0.14% | 0.14% |
| Wesco IntlWCC | 1.04% | 0.14% | 0.14% |
| Carlyle Group inCG | 0.43% | 0.14% | 0.14% |
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: IVOV, SEC Form N-PORT, May 31, 2026; IMCV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IVOV | IMCV |
|---|---|---|
| Vantagepoint Investment Advisers LLC | $126.0M | $93.0M |
| Mariner, LLC | $97.9M | $5.2M |
| Morgan Stanley | $43.9M | $55.9M |
| Raymond James Financial Inc. | $24.2M | $42.8M |
| LPL Financial LLC | $17.6M | $39.7M |
| Ameriprise Financial Inc. | $1.5M | $44.5M |
| Bank of America Corp. | $24.6M | $18.6M |
| Commonwealth Equity Services, LLC | $8.4M | $23.5M |
| Wells Fargo & Company | $8.4M | $22.7M |
| UBS Group AG | $12.3M | $17.5M |
| Osaic Holdings, Inc. | $1.2M | $21.5M |
| Envestnet Asset Management Inc. | $3.3M | $11.5M |
| Cetera Investment Advisers | $1.8M | $11.2M |
| Rodgers & Associates, LTD | $669K | $11.0M |
| Cambridge Investment Research Advisors, Inc. | $914K | $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: IVOV institutional holders, IMCV institutional holders.
Frequently asked questions
How much do IVOV and IMCV overlap?
3.1% by weight, with 18 holdings in common, using holdings for IVOV as of May 31, 2026 and IMCV as of July 31, 2026. The largest shared position is EWBC.
Do institutions hold both IVOV and IMCV?
58 Form 13F filers report positions in both, out of 282 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%.