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

IVW and MTUM share 39.5% of their weight across 59 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 MTUM

39.5%

59 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

MTUM

iShares MSCI USA Momentum Factor ETF

Reported positions cover 100% of the fund, 122 positions · Apr 30, 2026

Top 10: 42.8%·Holdings of MTUM

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

MTUM vs IVW side by side

IVWiShares S&P 500 Growth ETF

145

stock positions reported to the SEC

46.0% of its weight is in 86 names MTUM does not hold

MTUMiShares MSCI USA Momentum Factor ETF

122

stock positions reported to the SEC

30.9% of its weight is in 63 names IVW does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
70.0%
54.7%
Financial Services
8.6%
7.4%
Consumer Cyclical
8.0%
4.3%
Healthcare
6.4%
6.0%
Industrials
2.8%
5.4%

The widest gap is Technology: IVW has 15.3 points more of it.

The figures side by side

IVWMTUM
Filing dateJun 30, 2026Apr 30, 2026
Stock positions reported145122
Weight of the ten largest59.0%42.8%
Largest positionNVDA 13.7%MU 5.6%
Held alone86 positions, 46.0%63 positions, 30.9%
Covered by stock positions100%100%

Holdings they share

StockIn IVWIn MTUMCounted
GOOGLALPHABET INC10.60%5.33%5.33%
AVGOBROADCOM INC5.04%5.40%5.04%
NVDANVIDIA CORP13.65%4.64%4.64%
MUMICRON TECHNOLOGY INC3.67%5.56%3.67%
AMDADVANCED MICRO DEVICES INC2.67%4.03%2.67%
AMATAPPLIED MATERIALS INC1.62%2.36%1.62%
LRCXLAM RESEARCH CORP1.53%3.61%1.53%
CATCATERPILLAR INC1.38%3.21%1.38%
KLACKLA CORP1.11%1.61%1.11%
JNJJOHNSON & JOHNSON1.02%3.76%1.02%

What each holds alone

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

Only in IVW

MSFTMICROSOFT CORP7.80%
AAPLAPPLE INC5.98%
AMZNAMAZON.COM INC3.48%
METAMETA PLATFORMS INC3.48%
LLYELI LILLY & COMPANY2.67%
BRK.ABERKSHIRE HATHAWAY INC2.58%
TSLATESLA INC2.07%
JPMJP MORGAN CHASE & COMPANY1.68%
SNDKSANDISK CORP0.95%
VVISA INC0.88%

Only in MTUM

INTCINTEL CORPORATION3.83%
EXXON MOBIL CORPORATION3.43%
JPMORGAN CHASE & CO.2.87%
WMTWALMART INC.2.75%
GENERAL ELECTRIC COMPANY1.90%
WDCWESTERN DIGITAL CORPORATION1.54%
SEAGATE TECHNOLOGY HOLDINGS PUBLIC LIMITED COMPANY1.51%
WFCWELLS FARGO & COMPANY1.26%
CCITIGROUP INC.1.13%
ADIANALOG DEVICES, INC.1.02%

Questions people ask

Is IVW the same as MTUM?

39.5% of their weight sits in the same 59 holdings. IVW also reports MSFT, AAPL, AMZN, which the other does not. MTUM also reports INTC, EXXON MOBIL CORPORATION, JPMORGAN CHASE & CO., which the other does not.

How is the overlap between IVW and MTUM 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 MTUM, so the number cannot exceed the smaller coverage.

Which holds more, MTUM or IVW?

IVW reports 145 stock positions and MTUM reports 122. 46.0% of IVW's weight sits in names MTUM does not hold, and 30.9% of MTUM's weight in names IVW does not hold. The ten largest positions are 59.0% of IVW and 42.8% of MTUM.

How do IVW and MTUM differ by sector?

The widest gap is Technology: IVW has 15.3 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

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.