SCHD vs IUSG overlap
SCHD and IUSG overlap 0.8% by weight, across 12 shared holdings.
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Top shared holdings
| Holding | SCHD | IUSG | Overlap |
|---|---|---|---|
| Amgen Inc.AMGN | 3.47% | 0.36% | 0.36% |
| Coca-Cola Co/theKO | 3.96% | 0.35% | 0.35% |
| Cincinnati FINCINF | 0.62% | 0.05% | 0.05% |
| East West BncrpEWBC | 0.42% | 0.02% | 0.02% |
| Autoliv Inc.ALV | 0.22% | 0.01% | 0.01% |
| Old Repub IntlORI | 0.21% | 0.01% | 0.01% |
| Federated HermesFHI | 0.10% | 0.01% | 0.01% |
| AMER FINL GroupAFG | 0.23% | 0.01% | 0.01% |
| Nexstar MediaNXST | 0.13% | 0.01% | 0.01% |
| VAIL ResortsMTN | 0.12% | 0.01% | 0.01% |
| MSC INDL DirectMSM | 0.13% | 0.01% | 0.01% |
| Marzetti CompanyMZTI | 0.06% | 0.00% | 0.00% |
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: SCHD, SEC Form N-PORT, May 31, 2026; IUSG, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SCHD | IUSG |
|---|---|---|
| Bank of America Corp. | $1.1B | $10.1B |
| LPL Financial LLC | $1.1B | $2.8B |
| Morgan Stanley | $884.2M | $2.8B |
| Jones Financial Companies LLLP | $158.3M | $1.2B |
| Envestnet Asset Management Inc. | $560.2M | $595.5M |
| Cetera Investment Advisers | $808.2M | $123.6M |
| Raymond James Financial Inc. | $572.9M | $277.7M |
| UBS Group AG | $452.6M | $245.9M |
| Royal Bank of Canada | $349.1M | $234.6M |
| Wells Fargo & Company | $323.1M | $212.2M |
| Northwestern Mutual Wealth Management Co | $424.9M | $49.0M |
| Cambridge Investment Research Advisors, Inc. | $421.7M | $44.5M |
| Commonwealth Equity Services, LLC | $304.6M | $152.3M |
| HighTower Advisors, LLC | $165.7M | $275.7M |
| Merit Financial Group, LLC | $47.4M | $393.6M |
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: SCHD institutional holders, IUSG institutional holders.
Frequently asked questions
How much do SCHD and IUSG overlap?
0.8% by weight, with 12 holdings in common, using holdings for SCHD as of May 31, 2026 and IUSG as of June 30, 2026. The largest shared position is AMGN.
Do institutions hold both SCHD and IUSG?
663 Form 13F filers report positions in both, out of 2,402 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%.