SPYG vs IVE overlap
SPYG and IVE overlap 25.1% by weight, across 81 shared holdings.
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Top shared holdings
| Holding | SPYG | IVE | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 5.99% | 7.32% | 5.99% |
| Amazon.COM Inc.AMZN | 3.48% | 3.78% | 3.48% |
| Tesla Inc.TSLA | 2.07% | 1.55% | 1.55% |
| JPMorgan ChaseJPM | 1.68% | 0.97% | 0.97% |
| VISA Inc.-Class aV | 0.88% | 0.88% | 0.88% |
| Johnson&JohnsonJNJ | 1.02% | 0.86% | 0.86% |
| Cisco SystemsCSCO | 0.69% | 0.75% | 0.69% |
| Abbvie Inc.ABBV | 0.58% | 0.83% | 0.58% |
| General ElectricGE | 0.57% | 0.64% | 0.57% |
| Mastercard Inc.-aMA | 0.78% | 0.47% | 0.47% |
| Philip Morris inPM | 0.44% | 0.43% | 0.43% |
| PALO ALTO NetworPANW | 0.44% | 0.42% | 0.42% |
| IBMIBM | 0.39% | 0.44% | 0.39% |
| Coca-Cola Co/theKO | 0.37% | 0.63% | 0.37% |
| Oracle Corp.ORCL | 0.36% | 0.41% | 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: SPYG, SEC Form N-PORT, June 30, 2026; IVE, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SPYG | IVE |
|---|---|---|
| LPL Financial LLC | $4.8B | $2.2B |
| Envestnet Asset Management Inc. | $1.1B | $5.3B |
| Morgan Stanley | $1.1B | $3.4B |
| JPMorgan Chase & Co | $656.2M | $3.7B |
| Bank of America Corp. | $1.2B | $2.2B |
| Goldman Sachs Group Inc. | $1.9B | $321.6M |
| Financial Engines Advisors L.L.C. | $1.9B | $51.2M |
| Ameriprise Financial Inc. | $1.3B | $657.5M |
| Wells Fargo & Company | $394.8M | $1.4B |
| Allworth Financial LP | $1.3B | $16.5M |
| UBS Group AG | $426.9M | $813.8M |
| Cetera Investment Advisers | $388.4M | $696.1M |
| Stifel Financial Corp. | $211.4M | $809.8M |
| Raymond James Financial Inc. | $515.2M | $375.8M |
| Royal Bank of Canada | $410.8M | $311.0M |
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: SPYG institutional holders, IVE institutional holders.
Frequently asked questions
How much do SPYG and IVE overlap?
25.1% by weight, with 81 holdings in common, using holdings for SPYG as of June 30, 2026 and IVE as of June 30, 2026. The largest shared position is AAPL.
Do institutions hold both SPYG and IVE?
832 Form 13F filers report positions in both, out of 2,343 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%.