ETF comparison

IVLU vs ESGD overlap

Compare IVLU ETF and ESGD ETF by shared holdings, expense ratio, issuer, category, and tracked overlap.

Tracked overlap38.85%

163 shared holdings

IVLU expense0.00%

Unknown

ESGD expense0.00%

Unknown

Data date2026-05-01

2026-05-01

Shared top holdings

Overlap uses the smaller fund weight for each shared holding.

NOVNNOVARTIS AG

1.57%overlap weight

HSBAHSBC HOLDINGS PLC

1.37%overlap weight

ROPROCHE PS PAR AG

1.19%overlap weight

SIESIEMENS N AG

1.18%overlap weight

SHELSHELL PLC

0.95%overlap weight

BHPBHP GROUP LTD

0.85%overlap weight

Interpretation

Should you own both IVLU and ESGD?

IVLU and ESGD share 163 tracked holdings with 38.85% overlap in the imported holdings set. High overlap can be fine when the funds serve a deliberate role, but it can also mean less diversification than the ticker count suggests.

Use the portfolio analyzer to test your actual allocations. Pairwise overlap does not account for how much of each ETF you own.