SPDW vs IDEV overlap
SPDW and IDEV overlap 83.9% by weight, across 1,831 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SPDW | IDEV | Overlap |
|---|---|---|---|
| ASML Holding NVASML | 2.28% | 2.19% | 2.19% |
| HSBC Holdings PLHSBA | 0.97% | 1.24% | 0.97% |
| Astrazeneca PLCAZN | 0.87% | 0.88% | 0.87% |
| Roper TechnologiROP | 0.86% | 1.05% | 0.86% |
| Royal Bank of CARY | 0.86% | 1.00% | 0.86% |
| Novartis AG-REGNOVN | 0.86% | 0.98% | 0.86% |
| Nestle SA-REGNESN | 0.80% | 0.88% | 0.80% |
| Mitsubishi UFJ F8306 | 0.72% | 0.82% | 0.72% |
| Siemens AG-REGSIE | 0.70% | 0.83% | 0.70% |
| Shell PLCSHELL | 0.68% | 0.88% | 0.68% |
| BHP Group Ltd.BHP | 0.63% | 0.73% | 0.63% |
| Toyota Motor7203 | 0.61% | 0.61% | 0.61% |
| Banco SantanderSAN | 0.60% | 0.70% | 0.60% |
| Toronto-DOM BankTD | 0.60% | 0.68% | 0.60% |
| Commonw BK AustrCBA | 0.57% | 0.72% | 0.57% |
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: SPDW, SEC Form N-PORT, June 30, 2026; IDEV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SPDW | IDEV |
|---|---|---|
| Creative Planning | $7.3B | $1.7B |
| Bank of America Corp. | $233.1M | $4.6B |
| Financial Engines Advisors L.L.C. | $2.6B | $668K |
| BlackRock, Inc. | $88.4M | $2.4B |
| LPL Financial LLC | $2.0B | $183.7M |
| Morgan Stanley | $691.6M | $1.3B |
| PNC Financial Services Group, Inc. | $3.7M | $1.7B |
| Ameriprise Financial Inc. | $182.0M | $1.1B |
| SEI Investments Co | $110.6M | $1.2B |
| Allworth Financial LP | $1.1B | $11.8M |
| Auto-Owners Insurance Co | $767.5M | $214.7M |
| Envestnet Asset Management Inc. | $422.0M | $510.4M |
| Jane Street Group, LLC | $542.0M | $133.7M |
| Cerity Partners LLC | $99.2M | $567.5M |
| TIAA-CREF Individual & Institutional Services, LLC | $613.3M | $214K |
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: SPDW institutional holders, IDEV institutional holders.
Frequently asked questions
How much do SPDW and IDEV overlap?
83.9% by weight, with 1,831 holdings in common, using holdings for SPDW as of June 30, 2026 and IDEV as of July 31, 2026. The largest shared position is ASML.
Do institutions hold both SPDW and IDEV?
408 Form 13F filers report positions in both, out of 1,564 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%.