UYG vs CVRD overlap
UYG and CVRD overlap 6.3% by weight, across 5 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | UYG | CVRD | Overlap |
|---|---|---|---|
| VISA Inc.-Class aV | 4.88% | 3.65% | 3.65% |
| Blackrock Inc.BLK | 1.34% | 3.01% | 1.34% |
| Marsh & McLennanMRSH | 0.69% | 2.82% | 0.69% |
| Paypal HoldingsPYPL | 0.37% | 2.30% | 0.37% |
| Fiserv Inc.FISV | 0.27% | 2.38% | 0.27% |
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: UYG, SEC Form N-PORT, May 31, 2026; CVRD, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
No 13F filer reports holding both.
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: UYG institutional holders, CVRD institutional holders.
Frequently asked questions
How much do UYG and CVRD overlap?
6.3% by weight, with 5 holdings in common, using holdings for UYG as of May 31, 2026 and CVRD as of June 30, 2026. The largest shared position is V.
Do institutions hold both UYG and CVRD?
0 Form 13F filers report positions in both, out of 80 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%.