MDYG vs IVOO overlap
MDYG and IVOO overlap 63.4% by weight, across 238 shared holdings.
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Top shared holdings
| Holding | MDYG | IVOO | Overlap |
|---|---|---|---|
| Twilio Inc. - aTWLO | 1.66% | 0.82% | 0.82% |
| Technipfmc PLCFTI | 1.40% | 0.79% | 0.79% |
| Curtiss-WrightCW | 1.48% | 0.79% | 0.79% |
| Nvent ElectricNVT | 1.45% | 0.77% | 0.77% |
| Sterling InfrastSTRL | 1.36% | 0.75% | 0.75% |
| XPO Inc.XPO | 1.28% | 0.72% | 0.72% |
| Everpure Inc.-aP | 1.32% | 0.71% | 0.71% |
| Illumina Inc.ILMN | 0.76% | 0.71% | 0.71% |
| United TherapeutUTHR | 1.22% | 0.68% | 0.68% |
| ATI Inc.ATI | 1.42% | 0.68% | 0.68% |
| Macom TechnologyMTSI | 1.32% | 0.67% | 0.67% |
| FabrinetFN | 1.07% | 0.67% | 0.67% |
| Carpenter TechCRS | 1.62% | 0.67% | 0.67% |
| Mastec Inc.MTZ | 1.36% | 0.66% | 0.66% |
| MKS Inc.MKSI | 1.13% | 0.62% | 0.62% |
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: MDYG, SEC Form N-PORT, June 30, 2026; IVOO, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | MDYG | IVOO |
|---|---|---|
| Goldman Sachs Group Inc. | $6.0M | $266.8M |
| Hantz Financial Services, Inc. | $40K | $249.9M |
| LPL Financial LLC | $196.4M | $43.0M |
| Morgan Stanley | $94.8M | $125.8M |
| Bank of America Corp. | $25.0M | $180.6M |
| AE Wealth Management LLC | $146.3M | $99K |
| UBS Group AG | $12.7M | $107.1M |
| Northwestern Mutual Wealth Management Co | $26.4M | $93.4M |
| Raymond James Financial Inc. | $57.4M | $48.9M |
| Envestnet Asset Management Inc. | $50.5M | $34.3M |
| Ameriprise Financial Inc. | $26.4M | $36.7M |
| Wells Fargo & Company | $20.2M | $40.4M |
| Royal Bank of Canada | $15.5M | $32.8M |
| Cetera Investment Advisers | $15.9M | $29.4M |
| Jones Financial Companies LLLP | $37.3M | $3.9M |
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: MDYG institutional holders, IVOO institutional holders.
Frequently asked questions
How much do MDYG and IVOO overlap?
63.4% by weight, with 238 holdings in common, using holdings for MDYG as of June 30, 2026 and IVOO as of May 31, 2026. The largest shared position is TWLO.
Do institutions hold both MDYG and IVOO?
132 Form 13F filers report positions in both, out of 635 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%.