DIA vs IWX overlap - what they share and where they differ
DIA and IWX share 30.1% of their weight across 25 common positions, read from what each fund reported to the SEC.
Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.
DIA and IWX
30.1%
25 shared positions
DIA
DIA
Reported positions cover 100% of the fund, 30 positions · Apr 30, 2026
Top 10: 56.5%·Holdings of DIA
IWX
iShares Russell Top 200 Value ETF
Reported positions cover 100% of the fund, 150 positions · Jun 30, 2026
Top 10: 39.0%·Holdings of IWX
Reported positions cover DIA 100%, IWX 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
IWX vs DIA side by side
DIA
30
stock positions reported to the SEC
25.3% of its weight is in 5 names IWX does not hold
IWXiShares Russell Top 200 Value ETF
150
stock positions reported to the SEC
59.2% of its weight is in 125 names DIA does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Consumer Defensive: IWX has 7.0 points more of it.
The figures side by side
| DIA | IWX | |
|---|---|---|
| Filing date | Apr 30, 2026 | Jun 30, 2026 |
| Stock positions reported | 30 | 150 |
| Weight of the ten largest | 56.5% | 39.0% |
| Largest position | GS 11.5% | AMZN 8.3% |
| Held alone | 5 positions, 25.3% | 125 positions, 59.2% |
| Covered by stock positions | 100% | 100% |
Holdings they share
| Stock | In DIA | In IWX | Counted |
|---|---|---|---|
| MSFTMicrosoft Corp | 5.05% | 5.44% | 5.05% |
| AAPLApple Inc | 3.36% | 7.53% | 3.36% |
| AMZNAmazon.com Inc | 3.29% | 8.32% | 3.29% |
| JNJJohnson & Johnson | 2.85% | 2.40% | 2.40% |
| WMTWalmart Inc | 1.64% | 1.78% | 1.64% |
| UNHUnitedHealth Group Inc | 4.59% | 1.47% | 1.47% |
| PGProcter & Gamble Co/The | 1.82% | 1.34% | 1.34% |
| MRKMerck & Co Inc | 1.35% | 1.25% | 1.25% |
| CVXChevron Corp | 2.40% | 1.21% | 1.21% |
| GSGoldman Sachs Group Inc/The | 11.45% | 1.14% | 1.14% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in DIA
Only in IWX
Questions people ask
Is DIA the same as IWX?
30.1% of their weight sits in the same 25 holdings. DIA also reports CAT, V, JPMORGAN CHASE & CO, which the other does not. IWX also reports BRK.A, JPM, INTC, which the other does not.
How is the overlap between DIA and IWX measured?
For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of DIA and 100% of IWX, so the number cannot exceed the smaller coverage.
Which holds more, IWX or DIA?
DIA reports 30 stock positions and IWX reports 150. 25.3% of DIA's weight sits in names IWX does not hold, and 59.2% of IWX's weight in names DIA does not hold. The ten largest positions are 56.5% of DIA and 39.0% of IWX.
How do DIA and IWX differ by sector?
The widest gap is Consumer Defensive: IWX has 7.0 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.
Where do the numbers come from?
From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.
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Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.