AGG vs DIA: 0% overlap

iShares Core U.S. Aggregate Bond ETF and SPDR Dow Jones Industrial Average ETF share 0.0% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Hold both, 50/50
2.0Effective Funds

You would hold two tickers and get the diversification of 2.0. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
0.0%
AGG expense ratio
0.03%
DIA expense ratio
0.16%

Top shared holdings

AGG and DIA hold 0 of the same securities. The ten contributing most to the overlap figure:

Holdingin AGGin DIAΔ

Where AGG and DIA differ

Sector weights as a share of each fund, ordered by the size of the gap rather than the size of the sector — two funds that overlap heavily still usually diverge somewhere.

SectorAGGDIAΔ
Treasuries46.5%0.0%+46.5pp
MBS Pass-Through24.1%0.0%+24.1pp
Financials8.0%28.6%20.6pp
Industrials0.0%17.5%17.5pp
Information Technology0.0%15.9%15.9pp
Corporate — industrial & other14.3%0.0%+14.3pp
Health Care0.0%13.6%13.6pp
Consumer Discretionary0.0%9.9%9.9pp

Δ is AGG minus DIA, in percentage points. Sector data is not published by every issuer, so “Unclassified” is a real category rather than a gap in the table.

What each fund holds alone

Only in AGG
1,863 positions

102.1% of AGG by weight, held in no part of DIA.

Only in DIA
30 positions

99.9% of DIA by weight, held in no part of AGG.

A large count with a small weight is the usual shape: the positions one fund adds are typically its smallest ones.

Concentration and cost

AGGDIA
Top 10 holdings75.3%56.2%
Positions held1,86431
Cost per $10,000 held, per year$3$16

Cost is the expense ratio applied to $10,000; it excludes any brokerage commission, bid-ask spread or tax consequence. Figures are facts about the funds, not a suggestion about which to hold.

Frequently asked

How much do AGG and DIA overlap?

AGG and DIA overlap 0.0% by portfolio weight — largely distinct portfolios. They share 0 holdings. The figure comes from current issuer holdings files (AGG as of 2026-07-23, DIA as of 2026-07-23).

How is the overlap between AGG and DIA calculated?

As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If AGG holds a stock at 6% and DIA holds the same stock at 4%, 4% counts as shared. The result is bounded between 0% and 100%, and it is computed after looking through any fund-of-funds to the underlying holdings.

Is it redundant to hold both AGG and DIA?

That depends on your goals — we state facts, not advice. At 0.0% overlap, each fund still contributes meaningfully distinct exposure.

What does AGG own that DIA doesn't?

AGG holds 1,864 positions and DIA holds 31; 1,863 of AGG's positions don't appear in DIA at all, and they are 102.1% of AGG by weight.

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Related comparisons

Sources: issuer holdings files, AGG as of 2026-07-23, DIA as of 2026-07-23. Weights are fractions of each fund. Diagnostics, not advice.