RCGE vs GDIV overlap

RCGE and GDIV overlap 2.0% by weight, across 4 shared holdings.

RCGEGDIV

Pick 2 to 4 ETFs.

2.0%

overlap by weight, across 4 shared holdings

RCGE2.0% of the fund is in shared holdings, of 73

GDIV9.0% of the fund is in shared holdings, of 51

Top shared holdings

Holding	RCGE	GDIV	Overlap
Microsoft Corp.MSFT	0.58%	2.82%	0.58%
Merck & CoMRK	0.52%	1.77%	0.52%
Bank of AmericaBAC	0.51%	2.75%	0.51%
Goldman Sachs GPGS	0.44%	1.66%	0.44%

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: RCGE, SEC Form N-PORT, July 31, 2026; GDIV, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 32 holding any

RCGE0.0% of its 13F dollars, 20.0% of its 5 holders

GDIV0.1% of its 13F dollars, 3.6% of its 28 holders

Largest institutions holding both

Firm	RCGE	GDIV
Royal Bank of Canada	$21K	$114K

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: RCGE institutional holders, GDIV institutional holders.

Frequently asked questions

How much do RCGE and GDIV overlap?

2.0% by weight, with 4 holdings in common, using holdings for RCGE as of July 31, 2026 and GDIV as of July 31, 2026. The largest shared position is MSFT.

Do institutions hold both RCGE and GDIV?

1 Form 13F filers report positions in both, out of 32 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%.