RJVI vs IBGC overlap

RJVI and IBGC overlap 0.0% by weight, across 0 shared holdings.

RJVIIBGC

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

RJVI0.0% of the fund is in shared holdings, of 77

IBGC0.0% of the fund is in shared holdings, of 6

Top shared holdings

These funds hold nothing in common.

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: RJVI, SEC Form N-PORT, June 30, 2026; IBGC, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 7 holding any

RJVI6.1% of its 13F dollars, 25.0% of its 4 holders

IBGC9.5% of its 13F dollars, 25.0% of its 4 holders

Largest institutions holding both

Firm	RJVI	IBGC
Jane Street Group, LLC	$494K	$728K

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: RJVI institutional holders, IBGC institutional holders.

Frequently asked questions

How much do RJVI and IBGC overlap?

0.0% by weight, with 0 holdings in common, using holdings for RJVI as of June 30, 2026 and IBGC as of July 31, 2026.

Do institutions hold both RJVI and IBGC?

1 Form 13F filers report positions in both, out of 7 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%.