IWD vs IWX overlap - what they share and where they differ
IWD and IWX share 70.6% of their weight across 148 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.
IWD and IWX
70.6%
148 shared positions
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
IWX
iShares Russell Top 200 Value ETF
Reported positions cover 100% of the fund, 151 positions · Jun 30, 2026
Top 10: 39.0%·Holdings of IWX
Reported positions cover IWD 100%, IWX 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
IWX vs IWD side by side
IWDiShares Russell 1000 Value ETF
858
stock positions reported to the SEC
29.2% of its weight is in 710 names IWX does not hold
IWXiShares Russell Top 200 Value ETF
151
stock positions reported to the SEC
0.9% of its weight is in 3 names IWD does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Industrials: IWD has 8.7 points more of it.
The figures side by side
| IWD | IWX | |
|---|---|---|
| Filing date | Jun 30, 2026 | Jun 30, 2026 |
| Stock positions reported | 858 | 151 |
| Weight of the ten largest | 27.8% | 39.0% |
| Largest position | AMZN 5.9% | AMZN 8.3% |
| Held alone | 710 positions, 29.2% | 3 positions, 0.9% |
| Covered by stock positions | 100% | 100% |
Holdings they share
| Stock | In IWD | In IWX | Counted |
|---|---|---|---|
| AMZNAMAZON.COM, INC. | 5.93% | 8.32% | 5.93% |
| AAPLAPPLE INC. | 5.37% | 7.53% | 5.37% |
| MSFTMICROSOFT CORPORATION | 3.88% | 5.44% | 3.88% |
| BRK.ABERKSHIRE HATHAWAY INC. | 2.61% | 3.66% | 2.61% |
| JPMJPMORGAN CHASE & CO. | 2.45% | 3.44% | 2.45% |
| INTCINTEL CORPORATION | 1.72% | 2.40% | 1.72% |
| JNJJOHNSON & JOHNSON | 1.71% | 2.40% | 1.71% |
| XOMEXXON MOBIL CORPORATION | 1.59% | 2.23% | 1.59% |
| CSCOCISCO SYSTEMS, INC. | 1.30% | 1.82% | 1.30% |
| WMTWALMART INC. | 1.27% | 1.78% | 1.27% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in IWD
Only in IWX
Questions people ask
Is IWD the same as IWX?
70.6% of their weight sits in the same 148 holdings. IWD also reports JOHNSON CONTROLS INTERNATIONAL PUBLIC LIMITED COMPANY, ACCENTURE PUBLIC LIMITED COMPANY, AON PUBLIC LIMITED COMPANY, which the other does not. IWX also reports JCI, ACN, AON, which the other does not.
How is the overlap between IWD and IWX 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 IWD and 100% of IWX, so the number cannot exceed the smaller coverage.
Which holds more, IWX or IWD?
IWD reports 858 stock positions and IWX reports 151. 29.2% of IWD's weight sits in names IWX does not hold, and 0.9% of IWX's weight in names IWD does not hold. The ten largest positions are 27.8% of IWD and 39.0% of IWX.
How do IWD and IWX differ by sector?
The widest gap is Industrials: IWD has 8.7 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.
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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.