IWD vs SPYV overlap - what they share and where they differ
IWD and SPYV share 63.5% of their weight across 366 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 SPYV
63.5%
366 shared positions
IWD
iShares Russell 1000 Value ETF
Reported positions cover 100% of the fund, 819 positions · Jun 30, 2026
Top 10: 27.8%·Holdings of IWD
SPYV
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF
Reported positions cover 100% of the fund, 435 positions · Jun 30, 2026
Top 10: 23.8%·Holdings of SPYV
Reported positions cover IWD 100%, SPYV 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
SPYV vs IWD side by side
IWDiShares Russell 1000 Value ETF
819
stock positions reported to the SEC
28.4% of its weight is in 453 names SPYV does not hold
SPYVState Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF
435
stock positions reported to the SEC
18.5% of its weight is in 69 names IWD does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Financial Services: IWD has 2.5 points more of it.
The figures side by side
| IWD | SPYV | |
|---|---|---|
| Filing date | Jun 30, 2026 | Jun 30, 2026 |
| Stock positions reported | 819 | 435 |
| Weight of the ten largest | 27.8% | 23.8% |
| Largest position | AMZN 5.9% | AAPL 7.3% |
| Held alone | 453 positions, 28.4% | 69 positions, 18.5% |
| Covered by stock positions | 100% | 100% |
Holdings they share
| Stock | In IWD | In SPYV | Counted |
|---|---|---|---|
| AAPLAPPLE INC. | 5.37% | 7.32% | 5.37% |
| AMZNAMAZON.COM, INC. | 5.93% | 3.78% | 3.78% |
| INTCINTEL CORPORATION | 1.72% | 2.27% | 1.72% |
| WMTWALMART INC. | 1.27% | 1.71% | 1.27% |
| UNHUNITEDHEALTH GROUP INCORPORATED | 1.05% | 1.30% | 1.05% |
| BACBANK OF AMERICA CORPORATION | 0.98% | 1.28% | 0.98% |
| PGTHE PROCTER & GAMBLE COMPANY | 0.96% | 1.18% | 0.96% |
| MRKMERCK & CO., INC. | 0.89% | 1.09% | 0.89% |
| CVXCHEVRON CORPORATION | 0.86% | 1.07% | 0.86% |
| JNJJOHNSON & JOHNSON | 1.71% | 0.86% | 0.86% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in IWD
Only in SPYV
Questions people ask
Is IWD the same as SPYV?
63.5% of their weight sits in the same 366 holdings. IWD also reports MSFT, BRK.A, JPMORGAN CHASE & CO., which the other does not. SPYV also reports EXXON MOBIL CORP, TSLA, JPMORGAN CHASE & CO, which the other does not.
How is the overlap between IWD and SPYV 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 SPYV, so the number cannot exceed the smaller coverage.
Which holds more, SPYV or IWD?
IWD reports 819 stock positions and SPYV reports 435. 28.4% of IWD's weight sits in names SPYV does not hold, and 18.5% of SPYV's weight in names IWD does not hold. The ten largest positions are 27.8% of IWD and 23.8% of SPYV.
How do IWD and SPYV differ by sector?
The widest gap is Financial Services: IWD has 2.5 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
SPYV 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.