IWFG vs GDIV overlap
IWFG and GDIV overlap 14.9% by weight, across 5 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | IWFG | GDIV | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 5.08% | 5.19% | 5.08% |
| ELI Lilly & CoLLY | 2.99% | 4.12% | 2.99% |
| Microsoft Corp.MSFT | 5.32% | 2.82% | 2.82% |
| Broadcom Inc.AVGO | 4.27% | 2.78% | 2.78% |
| General ElectricGE | 2.15% | 1.26% | 1.26% |
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: IWFG, SEC Form N-PORT, July 31, 2026; GDIV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IWFG | GDIV |
|---|---|---|
| Assetmark, Inc. | $17K | $197K |
| Morgan Stanley | $54 | $97K |
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: IWFG institutional holders, GDIV institutional holders.
Frequently asked questions
How much do IWFG and GDIV overlap?
14.9% by weight, with 5 holdings in common, using holdings for IWFG as of July 31, 2026 and GDIV as of July 31, 2026. The largest shared position is AAPL.
Do institutions hold both IWFG and GDIV?
2 Form 13F filers report positions in both, out of 31 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%.