SCHY vs IQDG overlap
SCHY and IQDG overlap 8.4% by weight, across 11 shared holdings.
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Top shared holdings
| Holding | SCHY | IQDG | Overlap |
|---|---|---|---|
| GSK PLCGSK | 3.58% | 1.98% | 1.98% |
| DHL GroupDHL | 4.26% | 1.73% | 1.73% |
| Imperial BrandsIMB | 1.19% | 0.88% | 0.88% |
| Wesfarmers Ltd.WES | 4.26% | 0.83% | 0.83% |
| Singapore Teleco (LOT SIZE 100)ST | 2.33% | 0.78% | 0.78% |
| MichelinML | 2.44% | 0.64% | 0.64% |
| KPN (Konin) NVKPN | 1.93% | 0.44% | 0.44% |
| SGS SA-REGSGSN | 1.49% | 0.40% | 0.40% |
| KONE OYJ-BKNEBV | 1.84% | 0.40% | 0.40% |
| Singapore EXCHSGX | 0.17% | 0.24% | 0.17% |
| Wolters KluwerWKL | 1.30% | 0.12% | 0.12% |
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: SCHY, SEC Form N-PORT, May 31, 2026; IQDG, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SCHY | IQDG |
|---|---|---|
| Bank of America Corp. | $13.3M | $90.7M |
| Morgan Stanley | $1.2M | $70.0M |
| LPL Financial LLC | $17.6M | $39.3M |
| HighTower Advisors, LLC | $13.8M | $29.6M |
| Envestnet Asset Management Inc. | $7.0M | $34.9M |
| Cetera Investment Advisers | $3.2M | $25.2M |
| Osaic Holdings, Inc. | $19.5M | $636K |
| UBS Group AG | $445K | $18.1M |
| TD Waterhouse Canada Inc. | $9.4M | $146K |
| Royal Bank of Canada | $3.5M | $4.8M |
| Raymond James Financial Inc. | $2.8M | $5.1M |
| Commonwealth Equity Services, LLC | $5.9M | $1.9M |
| Cambridge Investment Research Advisors, Inc. | $6.5M | $964K |
| Stifel Financial Corp. | $4.9M | $2.0M |
| Corient Private Wealth LP | $823K | $5.7M |
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: SCHY institutional holders, IQDG institutional holders.
Frequently asked questions
How much do SCHY and IQDG overlap?
8.4% by weight, with 11 holdings in common, using holdings for SCHY as of May 31, 2026 and IQDG as of June 30, 2026. The largest shared position is GSK.
Do institutions hold both SCHY and IQDG?
49 Form 13F filers report positions in both, out of 307 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%.