IYY vs DHS overlap
IYY and DHS overlap 9.7% by weight, across 122 shared holdings.
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Top shared holdings
| Holding | IYY | DHS | Overlap |
|---|---|---|---|
| Exxon Mobil Corp.XOM | 0.93% | 3.16% | 0.93% |
| Abbvie Inc.ABBV | 0.64% | 4.94% | 0.64% |
| Chevron Corp.CVX | 0.53% | 2.20% | 0.53% |
| Merck & CoMRK | 0.46% | 4.26% | 0.46% |
| Philip Morris inPM | 0.43% | 3.15% | 0.43% |
| Texas InstrumentTXN | 0.36% | 3.42% | 0.36% |
| IBMIBM | 0.30% | 2.01% | 0.30% |
| Verizon CommunicVZ | 0.28% | 2.45% | 0.28% |
| Pepsico Inc.PEP | 0.28% | 2.05% | 0.28% |
| At&T Inc.T | 0.23% | 2.60% | 0.23% |
| Qualcomm Inc.QCOM | 0.22% | 1.08% | 0.22% |
| ConocophillipsCOP | 0.21% | 0.66% | 0.21% |
| Pfizer Inc.PFE | 0.21% | 1.87% | 0.21% |
| Bristol-MYER SQBBMY | 0.19% | 2.31% | 0.19% |
| CVS Health Corp.CVS | 0.19% | 1.92% | 0.19% |
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: IYY, SEC Form N-PORT, July 31, 2026; DHS, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IYY | DHS |
|---|---|---|
| Morgan Stanley | $77.0M | $57.0M |
| LPL Financial LLC | $61.3M | $45.1M |
| Bank of America Corp. | $45.3M | $53.9M |
| Wells Fargo & Company | $22.7M | $52.6M |
| Cetera Investment Advisers | $11.3M | $48.3M |
| Kestra Advisory Services, LLC | $8.7M | $26.7M |
| Ameriprise Financial Inc. | $18.7M | $12.3M |
| Savant Capital, LLC | $28.2M | $1.4M |
| Osaic Holdings, Inc. | $14.7M | $11.0M |
| Raymond James Financial Inc. | $12.9M | $12.3M |
| Royal Bank of Canada | $15.9M | $7.9M |
| Envestnet Asset Management Inc. | $8.0M | $14.0M |
| Focus Partners Wealth | $5.4M | $16.4M |
| UBS Group AG | $10.0M | $10.3M |
| Goldman Sachs Group Inc. | $5.4M | $13.1M |
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: IYY institutional holders, DHS institutional holders.
Frequently asked questions
How much do IYY and DHS overlap?
9.7% by weight, with 122 holdings in common, using holdings for IYY as of July 31, 2026 and DHS as of June 30, 2026. The largest shared position is XOM.
Do institutions hold both IYY and DHS?
96 Form 13F filers report positions in both, out of 448 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%.