SPDW vs IXUS overlap
SPDW and IXUS overlap 69.2% by weight, across 2,069 shared holdings.
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Top shared holdings
| Holding | SPDW | IXUS | Overlap |
|---|---|---|---|
| ASML Holding NVASML | 2.28% | 1.50% | 1.50% |
| SK Hynix Inc.000660 | 2.79% | 1.48% | 1.48% |
| HSBC Holdings PLHSBA | 0.97% | 0.86% | 0.86% |
| Roper TechnologiROP | 0.86% | 0.72% | 0.72% |
| Royal Bank of CARY | 0.86% | 0.69% | 0.69% |
| Novartis AG-REGNOVN | 0.86% | 0.68% | 0.68% |
| Astrazeneca PLCAZN | 0.87% | 0.60% | 0.60% |
| Nestle SA-REGNESN | 0.80% | 0.60% | 0.60% |
| Shell PLCSHELL | 0.68% | 0.60% | 0.60% |
| Siemens AG-REGSIE | 0.70% | 0.57% | 0.57% |
| Mitsubishi UFJ F8306 | 0.72% | 0.56% | 0.56% |
| BHP Group Ltd.BHP | 0.63% | 0.50% | 0.50% |
| Commonw BK AustrCBA | 0.57% | 0.49% | 0.49% |
| Banco SantanderSAN | 0.60% | 0.48% | 0.48% |
| Toronto-DOM BankTD | 0.60% | 0.47% | 0.47% |
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; IXUS, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SPDW | IXUS |
|---|---|---|
| BlackRock, Inc. | $88.4M | $26.2B |
| Creative Planning | $7.3B | $25.8M |
| Financial Engines Advisors L.L.C. | $2.6B | $491K |
| LPL Financial LLC | $2.0B | $479.5M |
| Alliancebernstein L.P. | $68.1M | $2.2B |
| Morgan Stanley | $691.6M | $953.5M |
| Envestnet Asset Management Inc. | $422.0M | $1.1B |
| Allworth Financial LP | $1.1B | $117.6M |
| US Bancorp | $38.5M | $1.1B |
| Captrust Financial Advisors | $5.3M | $1.0B |
| Bank of America Corp. | $233.1M | $772.7M |
| D.A. Davidson & Co. | $353K | $755.3M |
| Focus Partners Wealth | $25.0M | $666.2M |
| UBS Group AG | $448.4M | $239.9M |
| Pathstone Holdings, LLC | $143.1M | $514.4M |
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: SPDW institutional holders, IXUS institutional holders.
Frequently asked questions
How much do SPDW and IXUS overlap?
69.2% by weight, with 2,069 holdings in common, using holdings for SPDW as of June 30, 2026 and IXUS as of July 31, 2026. The largest shared position is ASML.
Do institutions hold both SPDW and IXUS?
497 Form 13F filers report positions in both, out of 1,788 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%.