IWV vs DUHP overlap
IWV and DUHP overlap 38.5% by weight, across 147 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | IWV | DUHP | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 6.43% | 7.23% | 6.43% |
| Apple Inc.AAPL | 5.76% | 7.04% | 5.76% |
| Microsoft Corp.MSFT | 3.82% | 5.06% | 3.82% |
| Micron TechMU | 1.79% | 2.47% | 1.79% |
| META Platforms-aMETA | 1.71% | 3.41% | 1.71% |
| ELI Lilly & CoLLY | 1.32% | 5.06% | 1.32% |
| VISA Inc.-Class aV | 0.78% | 4.25% | 0.78% |
| LAM ResearchLRCX | 0.75% | 2.14% | 0.75% |
| Caterpillar Inc.CAT | 0.67% | 2.31% | 0.67% |
| Abbvie Inc.ABBV | 0.61% | 1.05% | 0.61% |
| Mastercard Inc.-aMA | 0.57% | 2.42% | 0.57% |
| Costco WholesaleCOST | 0.57% | 1.30% | 0.57% |
| KLA Corp.KLAC | 0.54% | 1.42% | 0.54% |
| General ElectricGE | 0.53% | 0.94% | 0.53% |
| Home Depot Inc.HD | 0.48% | 2.04% | 0.48% |
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; DUHP, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IWV | DUHP |
|---|---|---|
| Mercer Global Advisors Inc. | $103.3M | $2.2B |
| Focus Partners Wealth | $187.7M | $895.7M |
| Goldman Sachs Group Inc. | $835.8M | $8.6M |
| Morgan Stanley | $492.6M | $3.9M |
| BlackRock, Inc. | $428.3M | $269K |
| Northern Trust Corp. | $423.6M | $315K |
| Forum Financial Management, LP | $795K | $361.8M |
| Bank of America Corp. | $290.0M | $62.6M |
| Pure Financial Advisors, LLC | $2.0M | $344.5M |
| JPMorgan Chase & Co | $203.1M | $26.8M |
| LPL Financial LLC | $198.5M | $30.2M |
| HighTower Advisors, LLC | $136.2M | $87.2M |
| UBS Group AG | $126.2M | $87.7M |
| Envestnet Asset Management Inc. | $39.9M | $171.3M |
| Corient Private Wealth LP | $92.2M | $118.2M |
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, DUHP institutional holders.
Frequently asked questions
How much do IWV and DUHP overlap?
38.5% by weight, with 147 holdings in common, using holdings for IWV as of June 30, 2026 and DUHP as of July 31, 2026. The largest shared position is NVDA.
Do institutions hold both IWV and DUHP?
219 Form 13F filers report positions in both, out of 1,247 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%.