IYLD vs GRW overlap
IYLD and GRW overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: IYLD, SEC Form N-PORT, July 31, 2026; GRW, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IYLD | GRW |
|---|---|---|
| Morgan Stanley | $7.3M | $1.4M |
| Bank of America Corp. | $5.9M | $421K |
| LPL Financial LLC | $1.2M | $1.4M |
| Susquehanna International Group, LLP | $1.4M | $641K |
| Cambridge Investment Research Advisors, Inc. | $1.1M | $920K |
| UBS Group AG | $235K | $1.7M |
| Royal Bank of Canada | $985K | $35K |
| Osaic Holdings, Inc. | $623K | $115K |
| Cetera Investment Advisers | $298K | $290K |
| FMR LLC | $22 | $145K |
| Harbour Investments, Inc. | $8K | $9K |
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: IYLD institutional holders, GRW institutional holders.
Frequently asked questions
How much do IYLD and GRW overlap?
0.0% by weight, with 0 holdings in common, using holdings for IYLD as of July 31, 2026 and GRW as of July 31, 2026.
Do institutions hold both IYLD and GRW?
11 Form 13F filers report positions in both, out of 63 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%.