IVSI vs GSIB overlap

IVSI and GSIB overlap 0.7% by weight, across 1 shared holdings.

IVSIGSIB

Pick 2 to 4 ETFs.

0.7%

overlap by weight, across 1 shared holdings

IVSI0.7% of the fund is in shared holdings, of 192

GSIB3.6% of the fund is in shared holdings, of 28

Top shared holdings

Holding	IVSI	GSIB	Overlap
UBS Group AGUBS	0.66%	3.57%	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: IVSI, SEC Form N-PORT, June 30, 2026; GSIB, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 16 holding any

IVSI5.4% of its 13F dollars, 28.6% of its 7 holders

GSIB9.6% of its 13F dollars, 18.2% of its 11 holders

Largest institutions holding both

Firm	IVSI	GSIB
Jane Street Group, LLC	$279K	$449K
UBS Group AG	$317	$67K

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: IVSI institutional holders, GSIB institutional holders.

Frequently asked questions

How much do IVSI and GSIB overlap?

0.7% by weight, with 1 holdings in common, using holdings for IVSI as of June 30, 2026 and GSIB as of June 30, 2026. The largest shared position is UBS.

Do institutions hold both IVSI and GSIB?

2 Form 13F filers report positions in both, out of 16 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%.