IUSG vs OEF overlap - what they share and where they differ

IUSG and OEF share 68.1% of their weight across 45 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.

IUSG and OEF

68.1%

45 shared positions

IUSG

iShares Core S&P U.S. Growth ETF

Reported positions cover 100% of the fund, 369 positions · Jun 30, 2026

Top 10: 56.1%·Holdings of IUSG

OEF

iShares S&P 100 ETF

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

Top 10: 52.8%·Holdings of OEF

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

OEF vs IUSG side by side

IUSGiShares Core S&P U.S. Growth ETF

369

stock positions reported to the SEC

20.7% of its weight is in 324 names OEF does not hold

OEFiShares S&P 100 ETF

100

stock positions reported to the SEC

21.7% of its weight is in 55 names IUSG does not hold

Where each fund's weight sits

IUSG
OEF
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
68.2%
57.1%
Financial Services
8.5%
10.6%
Consumer Cyclical
8.0%
10.4%
Healthcare
6.8%
8.9%
Consumer Defensive
0.0%
4.4%
Industrials
3.1%
0.0%

The widest gap is Technology: IUSG has 11.1 points more of it.

The figures side by side

IUSGOEF
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported369100
Weight of the ten largest56.1%52.8%
Largest positionNVDA 13.0%NVDA 10.5%
Held alone324 positions, 20.7%55 positions, 21.7%
Covered by stock positions100%100%

Holdings they share

StockIn IUSGIn OEFCounted
NVDANVIDIA CORP12.95%10.47%10.47%
GOOGLALPHABET INC10.06%8.14%8.14%
MSFTMICROSOFT CORP7.41%5.99%5.99%
AAPLAPPLE INC5.68%9.18%5.68%
AVGOBROADCOM INC4.78%3.86%3.86%
AMZNAMAZON.COM INC3.31%5.04%3.31%
MUMICRON TECHNOLOGY INC3.48%2.81%2.81%
METAMETA PLATFORMS INC3.31%2.67%2.67%
AMDADVANCED MICRO DEVICES INC2.53%2.05%2.05%
LLYELI LILLY & COMPANY2.54%2.05%2.05%

What each holds alone

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

Only in IUSG

KLACKLA CORP1.05%
SNDKSANDISK CORP0.90%
APHAMPHENOL CORP0.58%
CRWDCROWDSTRIKE HOLDINGS INC0.52%
ANETARISTA NETWORKS INC0.47%
WELLWELLTOWER INC0.43%
PANWPALO ALTO NETWORKS INC0.41%
APPAPPLOVIN CORP0.37%
GLWCORNING INC0.37%
STXSEAGATE TECHNOLOGY HOLDINGS PLC0.37%

Only in OEF

INTCINTEL CORP1.43%
XOMEXXONMOBIL HOLDINGS CORP1.22%
WMTWALMART INC1.07%
COSTCOSTCO WHOLESALE CORP0.90%
UNHUNITEDHEALTH GROUP INC0.82%
BACBANK OF AMERICA CORP0.80%
HDHOME DEPOT INC (THE)0.76%
PGPROCTER & GAMBLE COMPANY (THE)0.74%
MRKMERCK & COMPANY INC0.69%
CVXCHEVRON CORP0.67%

Questions people ask

Is IUSG the same as OEF?

68.1% of their weight sits in the same 45 holdings. IUSG also reports KLAC, SNDK, APH, which the other does not. OEF also reports INTC, XOM, WMT, which the other does not.

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

Which holds more, OEF or IUSG?

IUSG reports 369 stock positions and OEF reports 100. 20.7% of IUSG's weight sits in names OEF does not hold, and 21.7% of OEF's weight in names IUSG does not hold. The ten largest positions are 56.1% of IUSG and 52.8% of OEF.

How do IUSG and OEF differ by sector?

The widest gap is Technology: IUSG has 11.1 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

IUSG 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.