ROUS vs GGUS overlap
ROUS and GGUS overlap 19.7% by weight, across 115 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (ROUS: July 31, 2026, GGUS: 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 | ROUS | GGUS | Overlap |
|---|---|---|---|
| Alphabet Inc.-aGOOGL | 1.40% | 2.20% | 1.40% |
| LAM ResearchLRCX | 0.99% | 1.55% | 0.99% |
| KLA Corp.KLAC | 0.97% | 0.98% | 0.97% |
| Apple Inc.AAPL | 0.97% | 10.81% | 0.97% |
| Microsoft Corp.MSFT | 0.87% | 4.67% | 0.87% |
| Amphenol Corp.-aAPH | 0.87% | 0.70% | 0.70% |
| Nvidia Corp.NVDA | 0.66% | 11.70% | 0.66% |
| META Platforms-aMETA | 0.47% | 3.73% | 0.47% |
| Texas InstrumentTXN | 0.56% | 0.44% | 0.44% |
| Adobe Inc.ADBE | 0.45% | 0.41% | 0.41% |
| Cadence DesignCDNS | 0.41% | 0.40% | 0.40% |
| Applied MaterialAMAT | 1.06% | 0.39% | 0.39% |
| Broadcom Inc.AVGO | 0.39% | 4.11% | 0.39% |
| Amgen Inc.AMGN | 0.35% | 0.52% | 0.35% |
| TJX COS Inc.TJX | 0.57% | 0.34% | 0.34% |
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: ROUS, SEC Form N-PORT, July 31, 2026; GGUS, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | ROUS | GGUS |
|---|---|---|
| Goldman Sachs Group Inc. | $1.1M | $225.5M |
| LPL Financial LLC | $52.3M | $84.3M |
| Envestnet Asset Management Inc. | $421K | $46.9M |
| Morgan Stanley | $35.3M | $85K |
| Raymond James Financial Inc. | $30.6M | $2.4M |
| Wells Fargo & Company | $10.9M | $19.7M |
| Cetera Investment Advisers | $7.1M | $9.6M |
| Bank of America Corp. | $13.8M | $1.0M |
| Royal Bank of Canada | $12.3M | $8K |
| Commonwealth Equity Services, LLC | $6.8M | $258K |
| NewEdge Advisors, LLC | $4.3M | $2.4M |
| Rockefeller Capital Management L.P. | $5.4M | $13K |
| Osaic Holdings, Inc. | $3.2M | $76K |
| Private Advisor Group, LLC | $817K | $357K |
| Sanctuary Advisors, LLC | $702K | $351K |
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: ROUS institutional holders, GGUS institutional holders.
Frequently asked questions
How much do ROUS and GGUS overlap?
19.7% by weight, with 115 holdings in common, using holdings for ROUS as of July 31, 2026 and GGUS as of May 31, 2026. The largest shared position is GOOGL.
Do institutions hold both ROUS and GGUS?
22 Form 13F filers report positions in both, out of 98 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%.