XLG vs FVD overlap
XLG and FVD overlap 7.5% by weight, across 19 shared holdings.
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Top shared holdings
| Holding | XLG | FVD | Overlap |
|---|---|---|---|
| IBMIBM | 0.52% | 0.43% | 0.43% |
| Merck & CoMRK | 0.80% | 0.43% | 0.43% |
| Johnson&JohnsonJNJ | 1.53% | 0.43% | 0.43% |
| Abbvie Inc.ABBV | 1.10% | 0.43% | 0.43% |
| Home Depot Inc.HD | 0.82% | 0.42% | 0.42% |
| Philip Morris inPM | 0.74% | 0.41% | 0.41% |
| Coca-Cola Co/theKO | 0.84% | 0.40% | 0.40% |
| Linde PLCLIN | 0.55% | 0.39% | 0.39% |
| McDonalds Corp.MCD | 0.48% | 0.39% | 0.39% |
| Bank of AmericaBAC | 1.00% | 0.39% | 0.39% |
| Procter & GamblePG | 0.83% | 0.39% | 0.39% |
| JPMorgan ChaseJPM | 2.34% | 0.39% | 0.39% |
| Exxon Mobil Corp.XOM | 1.60% | 0.39% | 0.39% |
| Cisco SystemsCSCO | 1.14% | 0.38% | 0.38% |
| Pepsico Inc.PEP | 0.47% | 0.38% | 0.38% |
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: XLG, SEC Form N-PORT, July 31, 2026; FVD, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XLG | FVD |
|---|---|---|
| LPL Financial LLC | $578.5M | $770.2M |
| Morgan Stanley | $390.6M | $842.8M |
| JPMorgan Chase & Co | $433.6M | $50.5M |
| Wells Fargo & Company | $211.0M | $247.4M |
| Bank of America Corp. | $189.6M | $254.1M |
| Raymond James Financial Inc. | $169.9M | $244.1M |
| Royal Bank of Canada | $117.6M | $153.3M |
| Osaic Holdings, Inc. | $145.6M | $97.0M |
| UBS Group AG | $79.6M | $147.6M |
| Envestnet Asset Management Inc. | $65.8M | $153.2M |
| Stifel Financial Corp. | $68.7M | $106.7M |
| HighTower Advisors, LLC | $73.2M | $75.3M |
| Cambridge Investment Research Advisors, Inc. | $33.9M | $111.9M |
| Johnson Financial Group, Inc. | $138.1M | $54K |
| Cetera Investment Advisers | $45.7M | $90.9M |
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: XLG institutional holders, FVD institutional holders.
Frequently asked questions
How much do XLG and FVD overlap?
7.5% by weight, with 19 holdings in common, using holdings for XLG as of July 31, 2026 and FVD as of June 30, 2026. The largest shared position is IBM.
Do institutions hold both XLG and FVD?
267 Form 13F filers report positions in both, out of 956 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%.