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

IVW and IWY share 75.7% of their weight across 65 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.

IVW and IWY

75.7%

65 shared positions

IVW

iShares S&P 500 Growth ETF

Reported positions cover 100% of the fund, 145 positions · Jun 30, 2026

Top 10: 59.0%·Holdings of IVW

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 IVW 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 IVW side by side

IVWiShares S&P 500 Growth ETF

145

stock positions reported to the SEC

16.0% of its weight is in 80 names IWY does not hold

IWYiShares Russell Top 200 Growth ETF

100

stock positions reported to the SEC

7.3% of its weight is in 35 names IVW does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
70.0%
76.5%
Financial Services
8.6%
4.3%
Consumer Cyclical
8.0%
8.4%
Healthcare
6.4%
4.8%
Industrials
2.8%
1.8%

The widest gap is Technology: IWY has 6.5 points more of it.

The figures side by side

IVWIWY
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported145100
Weight of the ten largest59.0%62.8%
Largest positionNVDA 13.7%NVDA 14.2%
Held alone80 positions, 16.0%35 positions, 7.3%
Covered by stock positions100%100%

Holdings they share

StockIn IVWIn IWYCounted
NVDANVIDIA CORP13.65%14.16%13.65%
GOOGLALPHABET INC10.60%11.51%10.60%
AAPLAPPLE INC5.98%7.14%5.98%
AVGOBROADCOM INC5.04%5.64%5.04%
MSFTMICROSOFT CORP7.80%4.56%4.56%
MUMICRON TECHNOLOGY INC3.67%4.87%3.67%
METAMETA PLATFORMS INC3.48%3.68%3.48%
AMDADVANCED MICRO DEVICES INC2.67%3.25%2.67%
LLYELI LILLY & COMPANY2.67%3.35%2.67%
TSLATESLA INC2.07%4.59%2.07%

What each holds alone

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

Only in IVW

BRK.ABERKSHIRE HATHAWAY INC2.58%
JPMJP MORGAN CHASE & COMPANY1.68%
JNJJOHNSON & JOHNSON1.02%
RTXRTX CORP0.72%
CSCOCISCO SYSTEMS INC0.69%
GSGOLDMAN SACHS GROUP INC (THE)0.55%
WELLWELLTOWER INC0.45%
PMPHILIP MORRIS INTERNATIONAL INC0.44%
MSMORGAN STANLEY0.43%
IBMINTERNATIONAL BUSINESS MACHINES CORP0.39%

Only in IWY

TXNTEXAS INSTRUMENTS INC0.93%
HDHOME DEPOT INC (THE)0.90%
WDCWESTERN DIGITAL CORP0.74%
COSTCOSTCO WHOLESALE CORP0.63%
LMTLOCKHEED MARTIN CORP0.36%
MCKMCKESSON CORP0.30%
BEBLOOM ENERGY CORP0.28%
SPCXSPACE EXPLORATION TECHNOLOGIES CORP0.28%
SPOTSPOTIFY TECHNOLOGY SA0.25%
BXBLACKSTONE INC0.24%

Questions people ask

Is IVW the same as IWY?

75.7% of their weight sits in the same 65 holdings. IVW also reports BRK.A, JPM, JNJ, which the other does not. IWY also reports TXN, HD, WDC, which the other does not.

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

Which holds more, IWY or IVW?

IVW reports 145 stock positions and IWY reports 100. 16.0% of IVW's weight sits in names IWY does not hold, and 7.3% of IWY's weight in names IVW does not hold. The ten largest positions are 59.0% of IVW and 62.8% of IWY.

How do IVW and IWY differ by sector?

The widest gap is Technology: IWY has 6.5 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

IVW against other funds in the table

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.