SAWG vs DVQQ overlap
1 institutions report holding both SAWG and DVQQ.
SAWGDVQQ
Pick 2 to 4 ETFs.
We don’t have holdings for DVQQ. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
1
institutions report holding both, of 6 holding any
SAWG29.4% of its 13F dollars, 33.3% of its 3 holders
DVQQ4.8% of its 13F dollars, 25.0% of its 4 holders
Largest institutions holding both
| Firm | SAWG | DVQQ |
|---|---|---|
| Royal Bank of Canada | $212K | $31K |
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: SAWG institutional holders, DVQQ institutional holders.
Frequently asked questions
Do institutions hold both SAWG and DVQQ?
1 Form 13F filers report positions in both, out of 6 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%.