IWY vs ESGU overlap
IWY and ESGU overlap 52.6% by weight, across 77 shared holdings.
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Top shared holdings
| Holding | IWY | ESGU | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 14.16% | 7.77% | 7.77% |
| Apple Inc.AAPL | 7.14% | 6.83% | 6.83% |
| Alphabet Inc.-CGOOG | 5.14% | 4.72% | 4.72% |
| Microsoft Corp.MSFT | 4.56% | 4.73% | 4.56% |
| Broadcom Inc.AVGO | 5.64% | 3.07% | 3.07% |
| META Platforms-aMETA | 3.68% | 1.94% | 1.94% |
| Tesla Inc.TSLA | 4.59% | 1.85% | 1.85% |
| Micron TechMU | 4.87% | 1.66% | 1.66% |
| ELI Lilly & CoLLY | 3.35% | 1.33% | 1.33% |
| ADV Micro DeviceAMD | 3.25% | 1.33% | 1.33% |
| Alphabet Inc.-aGOOGL | 6.37% | 1.33% | 1.33% |
| VISA Inc.-Class aV | 1.95% | 0.95% | 0.95% |
| Applied MaterialAMAT | 1.97% | 0.72% | 0.72% |
| LAM ResearchLRCX | 1.86% | 0.71% | 0.71% |
| Caterpillar Inc.CAT | 1.67% | 0.69% | 0.69% |
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: IWY, SEC Form N-PORT, June 30, 2026; ESGU, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IWY | ESGU |
|---|---|---|
| Bank of America Corp. | $979.9M | $2.2B |
| JPMorgan Chase & Co | $29.6M | $1.9B |
| TIAA-CREF Individual & Institutional Services, LLC | $1.4B | $218.8M |
| Envestnet Portfolio Solutions, Inc. | $1.1B | $53.8M |
| Ameriprise Financial Inc. | $1.0B | $55.7M |
| Northern Trust Corp. | $1.2M | $914.3M |
| LPL Financial LLC | $682.6M | $211.4M |
| Morgan Stanley | $393.4M | $438.3M |
| TIAA Wealth Investment Management LLC | $70K | $763.5M |
| Betterment LLC | $4.6M | $664.3M |
| Goldman Sachs Group Inc. | $19.6M | $640.7M |
| Envestnet Asset Management Inc. | $116.0M | $337.8M |
| Wells Fargo & Company | $224.9M | $209.5M |
| BlackRock, Inc. | $1.1M | $383.5M |
| Mariner, LLC | $288.4M | $15.9M |
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: IWY institutional holders, ESGU institutional holders.
Frequently asked questions
How much do IWY and ESGU overlap?
52.6% by weight, with 77 holdings in common, using holdings for IWY as of June 30, 2026 and ESGU as of May 31, 2026. The largest shared position is NVDA.
Do institutions hold both IWY and ESGU?
318 Form 13F filers report positions in both, out of 1,228 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%.