IWV vs DFUV overlap
IWV and DFUV overlap 35.7% by weight, across 1,240 shared holdings.
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Top shared holdings
| Holding | IWV | DFUV | Overlap |
|---|---|---|---|
| Amazon.COM Inc.AMZN | 3.19% | 3.47% | 3.19% |
| Micron TechMU | 1.79% | 2.86% | 1.79% |
| Berkshire HATH-BBRK/B | 1.28% | 2.72% | 1.28% |
| JPMorgan ChaseJPM | 1.21% | 4.50% | 1.21% |
| Intel Corp.INTC | 0.84% | 1.19% | 0.84% |
| Johnson&JohnsonJNJ | 0.84% | 2.86% | 0.84% |
| Exxon Mobil Corp.XOM | 0.78% | 3.22% | 0.78% |
| Cisco SystemsCSCO | 0.64% | 1.50% | 0.64% |
| Bank of AmericaBAC | 0.52% | 1.33% | 0.52% |
| Unitedhealth GRPUNH | 0.52% | 1.42% | 0.52% |
| META Platforms-aMETA | 1.71% | 0.50% | 0.50% |
| Procter & GamblePG | 0.47% | 0.47% | 0.47% |
| Merck & CoMRK | 0.44% | 0.83% | 0.44% |
| Chevron Corp.CVX | 0.42% | 2.00% | 0.42% |
| Goldman Sachs GPGS | 0.40% | 1.04% | 0.40% |
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: IWV, SEC Form N-PORT, June 30, 2026; DFUV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IWV | DFUV |
|---|---|---|
| Mercer Global Advisors Inc. | $103.3M | $2.4B |
| Focus Partners Wealth | $187.7M | $782.1M |
| Savant Capital, LLC | $31.6M | $839.1M |
| Goldman Sachs Group Inc. | $835.8M | $415K |
| Northern Trust Corp. | $423.6M | $269.2M |
| Morgan Stanley | $492.6M | $16.3M |
| BlackRock, Inc. | $428.3M | $1.5M |
| HighTower Advisors, LLC | $136.2M | $243.8M |
| Corient Private Wealth LP | $92.2M | $209.1M |
| Bank of America Corp. | $290.0M | $10.1M |
| Creative Planning | $19.1M | $267.6M |
| Focus Partners Advisor Solutions, LLC | $4.8M | $275.0M |
| LPL Financial LLC | $198.5M | $73.8M |
| JPMorgan Chase & Co | $203.1M | $19.7M |
| Cerity Partners LLC | $54.5M | $145.5M |
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: IWV institutional holders, DFUV institutional holders.
Frequently asked questions
How much do IWV and DFUV overlap?
35.7% by weight, with 1,240 holdings in common, using holdings for IWV as of June 30, 2026 and DFUV as of July 31, 2026. The largest shared position is AMZN.
Do institutions hold both IWV and DFUV?
338 Form 13F filers report positions in both, out of 1,367 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%.