DUHP vs IWY overlap - what they share and where they differ

DUHP and IWY share 44.9% of their weight across 46 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.

DUHP and IWY

44.9%

46 shared positions

DUHP

Dimensional US High Profitability ETF

Reported positions cover 100% of the fund, 155 positions · Apr 30, 2026

Top 10: 40.0%·Holdings of DUHP

IWY

iShares Russell Top 200 Growth ETF

Reported positions cover 100% of the fund, 100 positions · Jun 30, 2026

Top 10: 62.8%·Holdings of IWY

Reported positions cover DUHP 100%, IWY 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

IWY vs DUHP side by side

DUHPDimensional US High Profitability ETF

155

stock positions reported to the SEC

32.1% of its weight is in 109 names IWY does not hold

IWYiShares Russell Top 200 Growth ETF

100

stock positions reported to the SEC

41.1% of its weight is in 54 names DUHP does not hold

Where each fund's weight sits

DUHP
IWY
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
43.7%
76.5%
Healthcare
13.1%
4.8%
Consumer Cyclical
11.2%
8.4%
Financial Services
8.9%
4.3%
Industrials
8.3%
1.8%

The widest gap is Technology: IWY has 32.8 points more of it.

The figures side by side

DUHPIWY
Filing dateApr 30, 2026Jun 30, 2026
Stock positions reported155100
Weight of the ten largest40.0%62.8%
Largest positionNVDA 7.7%NVDA 14.2%
Held alone109 positions, 32.1%54 positions, 41.1%
Covered by stock positions100%100%

Holdings they share

StockIn DUHPIn IWYCounted
NVDANVIDIA CORPORATION7.73%14.16%7.73%
AAPLAPPLE INC.6.49%7.14%6.49%
MSFTMICROSOFT CORPORATION4.28%4.56%4.28%
METAMETA PLATFORMS, INC.4.32%3.68%3.68%
LLYELI LILLY AND COMPANY4.21%3.35%3.35%
VVISA INC.4.00%1.95%1.95%
LRCXLAM RESEARCH CORPORATION1.99%1.86%1.86%
CATCATERPILLAR INC.2.64%1.67%1.67%
MAMASTERCARD INCORPORATED2.21%1.43%1.43%
KLACKLA CORPORATION1.44%1.36%1.36%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in DUHP

MRKMERCK & CO., INC.1.56%
QCOMQUALCOMM INCORPORATED1.22%
IBMINTERNATIONAL BUSINESS MACHINES CORPORATION1.21%
GILDGILEAD SCIENCES, INC.1.15%
BMYBRISTOL-MYERS SQUIBB COMPANY0.91%
LNGCHENIERE ENERGY, INC.0.90%
JNJJOHNSON & JOHNSON0.86%
URIUNITED RENTALS, INC.0.83%
HONHONEYWELL INTERNATIONAL INCORPORATION0.82%
TRVThe Travelers Companies, Inc.0.77%

Only in IWY

GOOGLALPHABET INC11.51%
AVGOBROADCOM INC5.64%
TSLATESLA INC4.59%
AMDADVANCED MICRO DEVICES INC3.25%
GEGE AEROSPACE1.33%
SNDKSANDISK CORP1.14%
GEVGE VERNOVA INC1.09%
PANWPALO ALTO NETWORKS INC0.95%
MRVLMARVELL TECHNOLOGY INC0.89%
PLTRPALANTIR TECHNOLOGIES INC0.89%

Questions people ask

Is DUHP the same as IWY?

44.9% of their weight sits in the same 46 holdings. DUHP also reports MRK, QCOM, IBM, which the other does not. IWY also reports GOOGL, AVGO, TSLA, which the other does not.

How is the overlap between DUHP and IWY 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 DUHP and 100% of IWY, so the number cannot exceed the smaller coverage.

Which holds more, IWY or DUHP?

DUHP reports 155 stock positions and IWY reports 100. 32.1% of DUHP's weight sits in names IWY does not hold, and 41.1% of IWY's weight in names DUHP does not hold. The ten largest positions are 40.0% of DUHP and 62.8% of IWY.

How do DUHP and IWY differ by sector?

The widest gap is Technology: IWY has 32.8 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.

Other pairs with these funds

IWY against other funds in the table

Add a third fund in the tool·All fund pairs

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.