IYY vs FDV overlap
IYY and FDV overlap 8.2% by weight, across 49 shared holdings.
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Top shared holdings
| Holding | IYY | FDV | Overlap |
|---|---|---|---|
| Exxon Mobil Corp.XOM | 0.93% | 1.22% | 0.93% |
| Abbvie Inc.ABBV | 0.64% | 3.29% | 0.64% |
| Chevron Corp.CVX | 0.53% | 3.37% | 0.53% |
| Coca-Cola Co/theKO | 0.49% | 1.17% | 0.49% |
| Merck & CoMRK | 0.46% | 1.16% | 0.46% |
| Philip Morris inPM | 0.43% | 2.20% | 0.43% |
| Amgen Inc.AMGN | 0.30% | 3.77% | 0.30% |
| Verizon CommunicVZ | 0.28% | 1.89% | 0.28% |
| McDonalds Corp.MCD | 0.28% | 1.34% | 0.28% |
| Pepsico Inc.PEP | 0.28% | 3.31% | 0.28% |
| Abbott LabsABT | 0.27% | 1.37% | 0.27% |
| Nextera EnergyNEE | 0.26% | 2.01% | 0.26% |
| ConocophillipsCOP | 0.21% | 1.41% | 0.21% |
| Pfizer Inc.PFE | 0.21% | 2.24% | 0.21% |
| Prologis Inc.PLD | 0.20% | 2.96% | 0.20% |
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; FDV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IYY | FDV |
|---|---|---|
| LPL Financial LLC | $61.3M | $107.2M |
| Raymond James Financial Inc. | $12.9M | $104.8M |
| Morgan Stanley | $77.0M | $21K |
| Bank of America Corp. | $45.3M | $20.9M |
| Great Valley Advisor Group, Inc. | $404K | $60.5M |
| Envestnet Asset Management Inc. | $8.0M | $29.6M |
| Wells Fargo & Company | $22.7M | $10.9M |
| Royal Bank of Canada | $15.9M | $9.6M |
| Osaic Holdings, Inc. | $14.7M | $10.4M |
| Cambridge Investment Research Advisors, Inc. | $7.2M | $13.1M |
| Rockefeller Capital Management L.P. | $1.8M | $16.9M |
| Cetera Investment Advisers | $11.3M | $6.2M |
| Truist Financial Corp. | $3.4M | $11.6M |
| Commonwealth Equity Services, LLC | $10.3M | $2.1M |
| Integrated Wealth Concepts LLC | $20K | $12.2M |
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: IYY institutional holders, FDV institutional holders.
Frequently asked questions
How much do IYY and FDV overlap?
8.2% by weight, with 49 holdings in common, using holdings for IYY as of July 31, 2026 and FDV as of July 31, 2026. The largest shared position is XOM.
Do institutions hold both IYY and FDV?
39 Form 13F filers report positions in both, out of 330 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%.