SDY vs DVY overlap
SDY and DVY overlap 23.2% by weight, across 27 shared holdings.
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Top shared holdings
| Holding | SDY | DVY | Overlap |
|---|---|---|---|
| Verizon CommunicVZ | 2.14% | 1.74% | 1.74% |
| Kimberly-ClarkKMB | 1.75% | 1.62% | 1.62% |
| Target Corp.TGT | 1.55% | 1.56% | 1.55% |
| Edison IntlEIX | 1.45% | 1.56% | 1.45% |
| Eversource EnergES | 1.35% | 1.35% | 1.35% |
| Chevron Corp.CVX | 1.27% | 1.36% | 1.27% |
| Archer-DanielsADM | 1.30% | 1.20% | 1.20% |
| T Rowe Price GRPTROW | 1.09% | 2.13% | 1.09% |
| WEC Energy GroupWEC | 1.41% | 1.03% | 1.03% |
| Coca-Cola Co/theKO | 1.26% | 0.99% | 0.99% |
| Alliant EnergyLNT | 0.95% | 0.98% | 0.95% |
| Exxon Mobil Corp.XOM | 0.93% | 0.97% | 0.93% |
| XCEL Energy Inc.XEL | 1.26% | 0.88% | 0.88% |
| Nextera EnergyNEE | 1.08% | 0.85% | 0.85% |
| Cincinnati FINCINF | 1.10% | 0.81% | 0.81% |
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: SDY, SEC Form N-PORT, June 30, 2026; DVY, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SDY | DVY |
|---|---|---|
| Bank of America Corp. | $1.1B | $1.1B |
| Morgan Stanley | $746.6M | $1.0B |
| Wells Fargo & Company | $347.2M | $604.2M |
| LPL Financial LLC | $462.7M | $291.0M |
| Royal Bank of Canada | $310.3M | $421.7M |
| Raymond James Financial Inc. | $455.0M | $192.1M |
| PNC Financial Services Group, Inc. | $68.5M | $541.2M |
| Northern Trust Corp. | $11.0M | $481.4M |
| JPMorgan Chase & Co | $210.9M | $253.9M |
| Joel Isaacson & Co., LLC | $440.5M | $3.1M |
| UBS Group AG | $254.8M | $173.0M |
| Envestnet Asset Management Inc. | $169.2M | $246.3M |
| Bank of New York Mellon Corp | $138.6M | $248.4M |
| Truist Financial Corp. | $105.0M | $169.7M |
| Ameriprise Financial Inc. | $196.6M | $77.2M |
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: SDY institutional holders, DVY institutional holders.
Frequently asked questions
How much do SDY and DVY overlap?
23.2% by weight, with 27 holdings in common, using holdings for SDY as of June 30, 2026 and DVY as of July 31, 2026. The largest shared position is VZ.
Do institutions hold both SDY and DVY?
774 Form 13F filers report positions in both, out of 1,890 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%.