IVSI vs IPOS overlap

IVSI and IPOS overlap 0.8% by weight, across 2 shared holdings.

IVSIIPOS

Pick 2 to 4 ETFs.

0.8%

overlap by weight, across 2 shared holdings

IVSI0.8% of the fund is in shared holdings, of 192

IPOS11.7% of the fund is in shared holdings, of 48

Top shared holdings

Holding	IVSI	IPOS	Overlap
CVC Capital PARTCVC	0.42%	1.72%	0.42%
Galderma Group aGALD	0.34%	9.96%	0.34%

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; IPOS, 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

IPOS5.5% of its 13F dollars, 18.2% of its 11 holders

Largest institutions holding both

Firm	IVSI	IPOS
Jane Street Group, LLC	$279K	$279K
UBS Group AG	$317	$5K

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, IPOS institutional holders.

Frequently asked questions

How much do IVSI and IPOS overlap?

0.8% by weight, with 2 holdings in common, using holdings for IVSI as of June 30, 2026 and IPOS as of June 30, 2026. The largest shared position is CVC.

Do institutions hold both IVSI and IPOS?

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%.