IWY vs DGRW overlap
IWY and DGRW overlap 42.4% by weight, across 48 shared holdings.
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Top shared holdings
| Holding | IWY | DGRW | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 14.16% | 7.94% | 7.94% |
| Microsoft Corp.MSFT | 4.56% | 5.74% | 4.56% |
| Apple Inc.AAPL | 7.14% | 3.86% | 3.86% |
| META Platforms-aMETA | 3.68% | 2.97% | 2.97% |
| Broadcom Inc.AVGO | 5.64% | 2.34% | 2.34% |
| Alphabet Inc.-CGOOG | 5.14% | 2.31% | 2.31% |
| Alphabet Inc.-aGOOGL | 6.37% | 2.31% | 2.31% |
| Applied MaterialAMAT | 1.97% | 1.71% | 1.71% |
| Caterpillar Inc.CAT | 1.67% | 1.80% | 1.67% |
| ELI Lilly & CoLLY | 3.35% | 1.53% | 1.53% |
| VISA Inc.-Class aV | 1.95% | 1.41% | 1.41% |
| Texas InstrumentTXN | 0.93% | 0.98% | 0.93% |
| Home Depot Inc.HD | 0.90% | 2.81% | 0.90% |
| LAM ResearchLRCX | 1.86% | 0.90% | 0.90% |
| Oracle Corp.ORCL | 0.86% | 2.34% | 0.86% |
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: IWY, SEC Form N-PORT, June 30, 2026; DGRW, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IWY | DGRW |
|---|---|---|
| Bank of America Corp. | $979.9M | $1.1B |
| LPL Financial LLC | $682.6M | $1.1B |
| Ameriprise Financial Inc. | $1.0B | $651.2M |
| TIAA-CREF Individual & Institutional Services, LLC | $1.4B | $578K |
| Morgan Stanley | $393.4M | $832.4M |
| PNC Financial Services Group, Inc. | $3.9M | $1.1B |
| Envestnet Portfolio Solutions, Inc. | $1.1B | $746K |
| Raymond James Financial Inc. | $172.6M | $334.7M |
| UBS Group AG | $123.4M | $267.1M |
| Wells Fargo & Company | $224.9M | $156.1M |
| Cetera Investment Advisers | $111.3M | $252.5M |
| Commonwealth Equity Services, LLC | $240.7M | $84.8M |
| Mariner, LLC | $288.4M | $30.7M |
| Envestnet Asset Management Inc. | $116.0M | $188.1M |
| Cambridge Investment Research Advisors, Inc. | $204.7M | $98.4M |
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: IWY institutional holders, DGRW institutional holders.
Frequently asked questions
How much do IWY and DGRW overlap?
42.4% by weight, with 48 holdings in common, using holdings for IWY as of June 30, 2026 and DGRW as of June 30, 2026. The largest shared position is NVDA.
Do institutions hold both IWY and DGRW?
315 Form 13F filers report positions in both, out of 1,155 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%.