IUSV vs IWD overlap - what they share and where they differ
IUSV and IWD share 72.6% of their weight across 604 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.
IUSV and IWD
72.6%
604 shared positions
IUSV
iShares Core S&P U.S. Value ETF
Reported positions cover 100% of the fund, 734 positions · Jun 30, 2026
Top 10: 22.4%·Holdings of IUSV
IWD
iShares Russell 1000 Value ETF
Reported positions cover 100% of the fund, 858 positions · Jun 30, 2026
Top 10: 27.8%·Holdings of IWD
Reported positions cover IUSV 100%, IWD 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
IWD vs IUSV side by side
IUSViShares Core S&P U.S. Value ETF
734
stock positions reported to the SEC
11.7% of its weight is in 130 names IWD does not hold
IWDiShares Russell 1000 Value ETF
858
stock positions reported to the SEC
16.0% of its weight is in 254 names IUSV does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Financial Services: IWD has 3.1 points more of it.
The figures side by side
| IUSV | IWD | |
|---|---|---|
| Filing date | Jun 30, 2026 | Jun 30, 2026 |
| Stock positions reported | 734 | 858 |
| Weight of the ten largest | 22.4% | 27.8% |
| Largest position | AAPL 6.9% | AMZN 5.9% |
| Held alone | 130 positions, 11.7% | 254 positions, 16.0% |
| Covered by stock positions | 100% | 100% |
Holdings they share
| Stock | In IUSV | In IWD | Counted |
|---|---|---|---|
| AAPLAPPLE INC | 6.90% | 5.37% | 5.37% |
| AMZNAMAZON.COM INC | 3.56% | 5.93% | 3.56% |
| INTCINTEL CORP | 2.14% | 1.72% | 1.72% |
| XOMEXXONMOBIL HOLDINGS CORP | 1.84% | 1.59% | 1.59% |
| WMTWALMART INC | 1.61% | 1.27% | 1.27% |
| UNHUNITEDHEALTH GROUP INC | 1.23% | 1.05% | 1.05% |
| BACBANK OF AMERICA CORP | 1.21% | 0.98% | 0.98% |
| PGPROCTER & GAMBLE COMPANY (THE) | 1.11% | 0.96% | 0.96% |
| JPMJP MORGAN CHASE & COMPANY | 0.91% | 2.45% | 0.91% |
| MRKMERCK & COMPANY INC | 1.03% | 0.89% | 0.89% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in IUSV
Only in IWD
Questions people ask
Is IUSV the same as IWD?
72.6% of their weight sits in the same 604 holdings. IUSV also reports TSLA, TXN, V, which the other does not. IWD also reports MSFT, BRK.A, RTX, which the other does not.
How is the overlap between IUSV and IWD 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 IUSV and 100% of IWD, so the number cannot exceed the smaller coverage.
Which holds more, IWD or IUSV?
IUSV reports 734 stock positions and IWD reports 858. 11.7% of IUSV's weight sits in names IWD does not hold, and 16.0% of IWD's weight in names IUSV does not hold. The ten largest positions are 22.4% of IUSV and 27.8% of IWD.
How do IUSV and IWD differ by sector?
The widest gap is Financial Services: IWD has 3.1 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
IUSV 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.