IHDG vs JGLO: Holdings Overlap
IHDGWisdomTree International Hedged Quality Dividend Growth Fund
WisdomTree · 271 holdings · $2.2B · as of 2026-03-31
JGLOJPMorgan Global Select Equity ETF
JPMorgan · 75 holdings · $6.8B · as of 2026-04-30
Holdings snapshots are 30 days apart (IHDG: 2026-03-31, JGLO: 2026-04-30). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are IHDG and JGLO?
WisdomTree International Hedged Quality Dividend Growth Fund (IHDG, by WisdomTree) holds 271 positions; JPMorgan Global Select Equity ETF (JGLO, by JPMorgan) holds 75. They have 7 holdings in common, and by portfolio weight the two funds are 6.3% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 6.3%Sum of the smaller weight of each shared holding
- Shared Holdings
- 7IHDG holds 271 · JGLO holds 75
- Weight in Shared Holdings
- IHDG 15%·JGLO 8%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in IHDG
264 of 271 positions (81.2% of the fund) are not held by JGLO. Showing the top 30 by weight.
Sector Breakdown
| Sector | IHDG | JGLO |
|---|---|---|
| Information Technology | 6.9% | 27.3% |
| Industrials | 19.6% | 7.6% |
| Financials | 12.0% | 19.3% |
| Consumer Discretionary | 16.7% | 15.5% |
| Health Care | 9.3% | 8.5% |
| Other Sectors | 19.0% | 20.8% |
| Unclassified | 12.9% | 0.0% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts. “Unclassified” is weight we could not classify (13% of IHDG, 0% of JGLO).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IHDG | +1.9% | +12.1% | +22.6% | +12.8% | +7.8% | +10.6% | 1.77% |
| JGLO | +4.0% | +10.0% | +15.2% | — | — | — | 1.09% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in IHDG vs JGLO →
Shared Holdings(7)
The top 7 shared positions account for 100% of the overlap, led by ASML, VOLVB and 7203.
 ASMLASML Holding N.V. EUR0.09 | 1.97% | 1.63% | 1.63% |
|---|---|---|---|
 VOLVBVolvo AB SER'B'NPV | 1.84% | 1.26% | 1.26% |
 7203Toyota Motor Corp. NPV | 5.10% | 1.00% | 1.00% |
 MCLVMH Moet Hennessy Louis Vuitton SE EUR0.30 | 3.31% | 0.81% | 0.81% |
 SAFSafran SA EUR0.20 | 0.65% | 1.70% | 0.65% |
 NOVOBNovo Nordisk A/S SER'B'DKK0.1 | 1.92% | 0.64% | 0.64% |
 6861Keyence Corp. NPV | 0.27% | 1.26% | 0.27% |
Frequently Asked Questions
How much do IHDG and JGLO overlap?
IHDG and JGLO overlap by 6.3% of portfolio weight. They share 7 holdings (IHDG holds 271 positions and JGLO holds 75), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IHDG and JGLO?
The two portfolios are 6.3% identical by weight. Owning both is not redundant. Most of each portfolio is distinct, so the funds can serve different roles.
What are the biggest shared holdings of IHDG and JGLO?
The largest positions held by both funds are ASML, VOLVB, 7203, MC and SAF. Together the top 7 shared positions account for 100% of the total overlap.
What does IHDG own that JGLO doesn't?
264 positions (81.2% of IHDG) are unique to IHDG, led by BP-, ITX and DTE. In the other direction, 68 positions (90.7% of JGLO) are unique to JGLO.