SDY vs MGV overlap
SDY and MGV overlap 25.2% by weight, across 40 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SDY | MGV | Overlap |
|---|---|---|---|
| Abbvie Inc.ABBV | 1.62% | 1.85% | 1.62% |
| Texas InstrumentTXN | 1.55% | 1.33% | 1.33% |
| Qualcomm Inc.QCOM | 1.57% | 1.29% | 1.29% |
| Chevron Corp.CVX | 1.27% | 1.66% | 1.27% |
| IBMIBM | 1.27% | 1.34% | 1.27% |
| Coca-Cola Co/theKO | 1.26% | 1.31% | 1.26% |
| Procter & GamblePG | 1.25% | 1.60% | 1.25% |
| Johnson&JohnsonJNJ | 0.99% | 2.61% | 0.99% |
| Pepsico Inc.PEP | 1.33% | 0.95% | 0.95% |
| Exxon Mobil Corp.XOM | 0.93% | 2.91% | 0.93% |
| Verizon CommunicVZ | 2.14% | 0.87% | 0.87% |
| Nextera EnergyNEE | 1.08% | 0.87% | 0.87% |
| Abbott LabsABT | 1.00% | 0.72% | 0.72% |
| Analog DevicesADI | 0.61% | 0.97% | 0.61% |
| Lockheed MartinLMT | 0.85% | 0.59% | 0.59% |
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; MGV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SDY | MGV |
|---|---|---|
| Assetmark, Inc. | $569K | $2.6B |
| Bank of America Corp. | $1.1B | $764.3M |
| Morgan Stanley | $746.6M | $526.5M |
| LPL Financial LLC | $462.7M | $189.3M |
| Ameriprise Financial Inc. | $196.6M | $402.3M |
| Raymond James Financial Inc. | $455.0M | $123.1M |
| UBS Group AG | $254.8M | $292.7M |
| Wells Fargo & Company | $347.2M | $162.4M |
| Joel Isaacson & Co., LLC | $440.5M | $206K |
| Royal Bank of Canada | $310.3M | $117.7M |
| Envestnet Asset Management Inc. | $169.2M | $202.3M |
| JPMorgan Chase & Co | $210.9M | $111.9M |
| Merit Financial Group, LLC | $6.3M | $270.1M |
| PNC Financial Services Group, Inc. | $68.5M | $180.8M |
| HighTower Advisors, LLC | $73.2M | $143.4M |
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, MGV institutional holders.
Frequently asked questions
How much do SDY and MGV overlap?
25.2% by weight, with 40 holdings in common, using holdings for SDY as of June 30, 2026 and MGV as of May 31, 2026. The largest shared position is ABBV.
Do institutions hold both SDY and MGV?
372 Form 13F filers report positions in both, out of 1,471 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%.