JIRE vs ESGD overlap
JIRE and ESGD overlap 53.9% by weight, across 146 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (JIRE: July 31, 2026, ESGD: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | JIRE | ESGD | Overlap |
|---|---|---|---|
| ASML Holding NVASML | 3.48% | 3.11% | 3.11% |
| HSBC Holdings PLHSBA | 1.54% | 1.38% | 1.38% |
| Siemens AG-REGSIE | 1.78% | 1.24% | 1.24% |
| Novartis AG-REGNOVN | 1.22% | 1.58% | 1.22% |
| Roper TechnologiROP | 1.32% | 1.20% | 1.20% |
| Nestle SA-REGNESN | 1.33% | 1.13% | 1.13% |
| Astrazeneca PLCAZN | 1.69% | 1.10% | 1.10% |
| BHP Group Ltd.BHP | 1.16% | 0.92% | 0.92% |
| Shell PLCSHELL | 1.55% | 0.88% | 0.88% |
| Iberdrola SAIBE | 1.09% | 0.83% | 0.83% |
| SAP SESAPGF | 0.82% | 1.03% | 0.82% |
| Tokyo Electron8035 | 1.04% | 0.81% | 0.81% |
| Infineon TechIFX | 0.82% | 0.81% | 0.81% |
| SMFG8316 | 1.22% | 0.81% | 0.81% |
| SONY Group Corp.6758 | 0.86% | 0.79% | 0.79% |
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: JIRE, SEC Form N-PORT, July 31, 2026; ESGD, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | JIRE | ESGD |
|---|---|---|
| JPMorgan Chase & Co | $4.7B | $796.6M |
| Bank of America Corp. | $12.5M | $972.2M |
| FMR LLC | $307.3M | $471.0M |
| LPL Financial LLC | $550.0M | $97.2M |
| Morgan Stanley | $22.9M | $501.0M |
| Envestnet Asset Management Inc. | $264.7M | $125.6M |
| Commonwealth Equity Services, LLC | $155.9M | $87.0M |
| Eastern Bank | $189.2M | $28.8M |
| MML Investors Services, LLC | $165.0M | $25.8M |
| Raymond James Financial Inc. | $152.5M | $26.4M |
| Wells Fargo & Company | $20.1M | $157.6M |
| UBS Group AG | $574K | $160.8M |
| Northwestern Mutual Wealth Management Co | $27.5M | $131.0M |
| Mercer Global Advisors Inc. | $1.7M | $152.6M |
| Ameriprise Financial Inc. | $49.7M | $100.1M |
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: JIRE institutional holders, ESGD institutional holders.
Frequently asked questions
How much do JIRE and ESGD overlap?
53.9% by weight, with 146 holdings in common, using holdings for JIRE as of July 31, 2026 and ESGD as of May 31, 2026. The largest shared position is ASML.
Do institutions hold both JIRE and ESGD?
169 Form 13F filers report positions in both, out of 939 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%.