UFIV vs IIGD overlap

UFIV and IIGD overlap 0.0% by weight, across 0 shared holdings.

UFIVIIGD

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

UFIV0.0% of the fund is in shared holdings, of 1

IIGD0.0% of the fund is in shared holdings, of 163

Top shared holdings

These funds hold nothing in common.

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: UFIV, SEC Form N-PORT, May 31, 2026; IIGD, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 34 holding any

UFIV5.6% of its 13F dollars, 22.2% of its 18 holders

IIGD14.2% of its 13F dollars, 20.0% of its 20 holders

Largest institutions holding both

Firm	UFIV	IIGD
Jane Street Group, LLC	$493K	$825K
Osaic Holdings, Inc.	$110K	$917K
Susquehanna International Group, LLP	$257K	$509K
Morgan Stanley	$48	$87

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: UFIV institutional holders, IIGD institutional holders.

Frequently asked questions

How much do UFIV and IIGD overlap?

0.0% by weight, with 0 holdings in common, using holdings for UFIV as of May 31, 2026 and IIGD as of May 31, 2026.

Do institutions hold both UFIV and IIGD?

4 Form 13F filers report positions in both, out of 34 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%.