MDYV vs MDYG overlap
MDYV and MDYG overlap 28.4% by weight, across 142 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | MDYV | MDYG | Overlap |
|---|---|---|---|
| Illumina Inc.ILMN | 0.70% | 0.76% | 0.70% |
| Entegris Inc.ENTG | 0.94% | 0.58% | 0.58% |
| MKS Inc.MKSI | 0.50% | 1.13% | 0.50% |
| Lattice SemicondLSCC | 0.49% | 0.65% | 0.49% |
| ONTO InnovationONTO | 0.56% | 0.48% | 0.48% |
| East West BncrpEWBC | 0.50% | 0.48% | 0.48% |
| Burlington StoreBURL | 0.45% | 0.64% | 0.45% |
| WP Carey Inc.WPC | 0.43% | 0.45% | 0.43% |
| Clean HarborsCLH | 0.42% | 0.40% | 0.40% |
| Roivant SciencesROIV | 0.38% | 0.49% | 0.38% |
| TransunionTRU | 0.38% | 0.38% | 0.38% |
| Solstice ADV MATSOLS | 0.38% | 0.39% | 0.38% |
| Omega HealthcareOHI | 0.37% | 0.41% | 0.37% |
| RenaissancereRNR | 0.37% | 0.37% | 0.37% |
| Nextpower Inc.-aNXT | 0.35% | 0.61% | 0.35% |
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: MDYV, SEC Form N-PORT, June 30, 2026; MDYG, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | MDYV | MDYG |
|---|---|---|
| LPL Financial LLC | $115.8M | $196.4M |
| Financial Engines Advisors L.L.C. | $116.6M | $160.0M |
| NorthRock Partners, LLC | $135.4M | $129.3M |
| AE Wealth Management LLC | $99.8M | $146.3M |
| Morgan Stanley | $63.7M | $94.8M |
| Avantax Planning Partners, Inc. | $90.3M | $39.0M |
| FAS Wealth Partners, Inc. | $62.6M | $62.3M |
| Wealth Enhancement Advisory Services, LLC | $117.1M | $1.2M |
| Convergence Financial, LLC | $40.0M | $42.0M |
| First National Trust Co | $37.1M | $39.8M |
| TIAA-CREF Individual & Institutional Services, LLC | $47.4M | $21.0M |
| Jones Financial Companies LLLP | $28.3M | $37.3M |
| Klingman & Associates, LLC | $32.3M | $33.4M |
| GHP Investment Advisors, Inc. | $27.5M | $37.7M |
| Raymond James Financial Inc. | $7.4M | $57.4M |
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: MDYV institutional holders, MDYG institutional holders.
Frequently asked questions
How much do MDYV and MDYG overlap?
28.4% by weight, with 142 holdings in common, using holdings for MDYV as of June 30, 2026 and MDYG as of June 30, 2026. The largest shared position is ILMN.
Do institutions hold both MDYV and MDYG?
256 Form 13F filers report positions in both, out of 550 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%.