TOV vs BGDV overlap
TOV and BGDV overlap 21.6% by weight, across 39 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | TOV | BGDV | Overlap |
|---|---|---|---|
| Alphabet Inc.-aGOOGL | 5.42% | 3.20% | 3.20% |
| Broadcom Inc.AVGO | 2.77% | 4.83% | 2.77% |
| Microsoft Corp.MSFT | 5.32% | 1.93% | 1.93% |
| META Platforms-aMETA | 1.85% | 1.72% | 1.72% |
| ELI Lilly & CoLLY | 1.54% | 4.52% | 1.54% |
| JPMorgan ChaseJPM | 1.47% | 2.26% | 1.47% |
| Nvidia Corp.NVDA | 7.30% | 1.21% | 1.21% |
| Walmart Inc.WMT | 0.86% | 1.26% | 0.86% |
| Abbvie Inc.ABBV | 0.70% | 3.09% | 0.70% |
| Chevron Corp.CVX | 0.64% | 0.97% | 0.64% |
| General ElectricGE | 0.59% | 0.91% | 0.59% |
| Unitedhealth GRPUNH | 0.58% | 2.47% | 0.58% |
| Home Depot Inc.HD | 0.49% | 1.42% | 0.49% |
| Procter & GamblePG | 0.61% | 0.43% | 0.43% |
| Amphenol Corp.-aAPH | 0.30% | 3.10% | 0.30% |
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: TOV, SEC Form N-PORT, July 31, 2026; BGDV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | TOV | BGDV |
|---|---|---|
| Royal Bank of Canada | $3K | $193K |
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: TOV institutional holders, BGDV institutional holders.
Frequently asked questions
How much do TOV and BGDV overlap?
21.6% by weight, with 39 holdings in common, using holdings for TOV as of July 31, 2026 and BGDV as of June 30, 2026. The largest shared position is GOOGL.
Do institutions hold both TOV and BGDV?
1 Form 13F filers report positions in both, out of 29 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%.