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

IVW and XLG share 66.9% of their weight across 28 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 XLG

66.9%

28 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

XLG

Invesco S&P 500 Top 50 ETF

Reported positions cover 100% of the fund, 50 positions · Apr 30, 2026

Top 10: 65.6%·Holdings of XLG

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

XLG vs IVW side by side

IVWiShares S&P 500 Growth ETF

145

stock positions reported to the SEC

29.9% of its weight is in 117 names XLG does not hold

XLGInvesco S&P 500 Top 50 ETF

50

stock positions reported to the SEC

18.5% of its weight is in 22 names IVW does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
70.0%
59.2%
Consumer Cyclical
8.0%
12.0%
Financial Services
8.6%
7.3%
Healthcare
6.4%
7.0%
Consumer Defensive
0.0%
5.1%
Industrials
2.8%
0.0%

The widest gap is Technology: IVW has 10.8 points more of it.

The figures side by side

IVWXLG
Filing dateJun 30, 2026Apr 30, 2026
Stock positions reported14550
Weight of the ten largest59.0%65.6%
Largest positionNVDA 13.7%NVDA 13.0%
Held alone117 positions, 29.9%22 positions, 18.5%
Covered by stock positions100%100%

Holdings they share

StockIn IVWIn XLGCounted
NVDANVIDIA CORP13.65%13.04%13.04%
GOOGLALPHABET INC10.60%10.83%10.60%
MSFTMICROSOFT CORP7.80%8.14%7.80%
AAPLAPPLE INC5.98%10.71%5.98%
AVGOBROADCOM INC5.04%4.83%4.83%
AMZNAMAZON.COM INC3.48%6.96%3.48%
METAMETA PLATFORMS INC3.48%3.60%3.48%
BRK.ABERKSHIRE HATHAWAY INC2.58%2.34%2.34%
TSLATESLA INC2.07%2.89%2.07%
LLYELI LILLY & COMPANY2.67%1.99%1.99%

What each holds alone

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

Only in IVW

MUMICRON TECHNOLOGY INC3.67%
JPMJP MORGAN CHASE & COMPANY1.68%
AMATAPPLIED MATERIALS INC1.62%
LRCXLAM RESEARCH CORP1.53%
KLACKLA CORP1.11%
SNDKSANDISK CORP0.95%
GEVGE VERNOVA INC0.89%
RTXRTX CORP0.72%
APHAMPHENOL CORP0.61%
GEGE AEROSPACE0.57%

Only in XLG

JPMORGAN CHASE & CO.2.27%
EXXON MOBIL CORP.1.73%
WMTWalmart Inc.1.56%
COSTCostco Wholesale Corp.1.21%
CVXChevron Corp.0.97%
BACBank of America Corp.0.95%
PGProcter & Gamble Co. (The)0.92%
UNHUnitedHealth Group Inc.0.90%
HDHome Depot, Inc. (The)0.88%
GENERAL ELECTRIC CO.0.82%

Questions people ask

Is IVW the same as XLG?

66.9% of their weight sits in the same 28 holdings. IVW also reports MU, JPM, AMAT, which the other does not. XLG also reports JPMORGAN CHASE & CO., EXXON MOBIL CORP., WMT, which the other does not.

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

Which holds more, XLG or IVW?

IVW reports 145 stock positions and XLG reports 50. 29.9% of IVW's weight sits in names XLG does not hold, and 18.5% of XLG's weight in names IVW does not hold. The ten largest positions are 59.0% of IVW and 65.6% of XLG.

How do IVW and XLG differ by sector?

The widest gap is Technology: IVW has 10.8 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

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.