SDVY vs IJK overlap
SDVY and IJK overlap 15.2% by weight, across 53 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SDVY | IJK | Overlap |
|---|---|---|---|
| Woodward Inc.WWD | 1.11% | 1.34% | 1.11% |
| Curtiss-WrightCW | 0.76% | 1.48% | 0.76% |
| ITT Inc.ITT | 0.65% | 0.94% | 0.65% |
| New York Times-aNYT | 0.82% | 0.60% | 0.60% |
| Watts Water TE-aWTS | 1.07% | 0.57% | 0.57% |
| Coca-Cola ConsolCOKE | 0.55% | 0.57% | 0.55% |
| Mueller INDSMLI | 0.89% | 0.52% | 0.52% |
| East West BncrpEWBC | 0.95% | 0.48% | 0.48% |
| EnersysENS | 1.28% | 0.46% | 0.46% |
| UL Solutions I-aULS | 0.75% | 0.42% | 0.42% |
| Acuity Inc.AYI | 0.95% | 0.41% | 0.41% |
| Interdigital Inc.IDCC | 0.76% | 0.39% | 0.39% |
| Donaldson Co Inc.DCI | 0.44% | 0.37% | 0.37% |
| Applied INDU TECAIT | 1.00% | 0.36% | 0.36% |
| Ensign Group Inc.ENSG | 0.36% | 0.49% | 0.36% |
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: SDVY, SEC Form N-PORT, June 30, 2026; IJK, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SDVY | IJK |
|---|---|---|
| Morgan Stanley | $796.6M | $865.5M |
| LPL Financial LLC | $1.1B | $173.5M |
| Wells Fargo & Company | $572.0M | $692.5M |
| Bank of America Corp. | $428.9M | $432.1M |
| Raymond James Financial Inc. | $664.0M | $178.6M |
| FMR LLC | $1.6M | $527.8M |
| UBS Group AG | $289.6M | $224.1M |
| Cetera Investment Advisers | $356.1M | $41.2M |
| Envestnet Asset Management Inc. | $145.0M | $242.7M |
| Royal Bank of Canada | $292.1M | $76.5M |
| Goldman Sachs Group Inc. | $6.4M | $251.4M |
| Northwestern Mutual Wealth Management Co | $111.0M | $134.8M |
| Cambridge Investment Research Advisors, Inc. | $213.8M | $27.7M |
| PNC Financial Services Group, Inc. | $150K | $236.5M |
| Commonwealth Equity Services, LLC | $157.4M | $69.3M |
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: SDVY institutional holders, IJK institutional holders.
Frequently asked questions
How much do SDVY and IJK overlap?
15.2% by weight, with 53 holdings in common, using holdings for SDVY as of June 30, 2026 and IJK as of June 30, 2026. The largest shared position is WWD.
Do institutions hold both SDVY and IJK?
283 Form 13F filers report positions in both, out of 1,288 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%.