IWD vs USMV overlap - what they share and where they differ

IWD and USMV share 31.9% of their weight across 127 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 USMV

31.9%

127 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

USMV

iShares MSCI USA Min Vol Factor ETF

Reported positions cover 100% of the fund, 170 positions · Apr 30, 2026

Top 10: 15.6%·Holdings of USMV

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

USMV vs IWD side by side

IWDiShares Russell 1000 Value ETF

819

stock positions reported to the SEC

48.1% of its weight is in 692 names USMV does not hold

USMViShares MSCI USA Min Vol Factor ETF

170

stock positions reported to the SEC

20.8% of its weight is in 43 names IWD does not hold

Where each fund's weight sits

IWD
USMV
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
22.4%
27.1%
Financial Services
15.6%
13.3%
Healthcare
12.8%
10.8%
Consumer Cyclical
12.5%
9.5%
Utilities
0.0%
12.0%
Consumer Defensive
6.2%
0.0%

The widest gap is Utilities: USMV has 12.0 points more of it.

The figures side by side

IWDUSMV
Filing dateJun 30, 2026Apr 30, 2026
Stock positions reported819170
Weight of the ten largest27.8%15.6%
Largest positionAMZN 5.9%CSCO 1.8%
Held alone692 positions, 48.1%43 positions, 20.8%
Covered by stock positions100%100%

Holdings they share

StockIn IWDIn USMVCounted
EXXON MOBIL CORPORATION1.59%1.60%1.59%
MSFTMICROSOFT CORPORATION3.88%1.56%1.56%
JNJJOHNSON & JOHNSON1.71%1.43%1.43%
BRK.ABERKSHIRE HATHAWAY INC.2.61%1.41%1.41%
CSCOCISCO SYSTEMS, INC.1.30%1.80%1.30%
PGTHE PROCTER & GAMBLE COMPANY0.96%1.10%0.96%
MRKMERCK & CO., INC.0.89%1.17%0.89%
WMTWALMART INC.1.27%0.87%0.87%
AAPLAPPLE INC.5.37%0.82%0.82%
KOTHE COCA-COLA COMPANY0.78%1.19%0.78%

What each holds alone

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

Only in IWD

JPMORGAN CHASE & CO.2.45%
INTCINTEL CORPORATION1.72%
BACBANK OF AMERICA CORPORATION0.98%
GSTHE GOLDMAN SACHS GROUP, INC.0.82%
WFCWELLS FARGO & COMPANY0.71%
MSMORGAN STANLEY0.66%
CCITIGROUP INC.0.56%
TMOTHERMO FISHER SCIENTIFIC INCORPORATED0.52%
DISTHE WALT DISNEY COMPANY0.48%
DEDEERE & COMPANY0.44%

Only in USMV

NVDANVIDIA CORPORATION1.63%
APHAMPHENOL CORPORATION1.50%
CORCENCORA, INC.1.28%
WCNWASTE CONNECTIONS, INC.1.28%
MAMASTERCARD INCORPORATED1.15%
VVISA INC.0.94%
LMTLOCKHEED MARTIN CORPORATION0.79%
TXNTEXAS INSTRUMENTS INCORPORATED0.77%
NOWSERVICENOW, INC.0.69%
GLWCORNING INCORPORATED0.68%

Questions people ask

Is IWD the same as USMV?

31.9% of their weight sits in the same 127 holdings. IWD also reports JPMORGAN CHASE & CO., INTC, BAC, which the other does not. USMV also reports NVDA, APH, COR, which the other does not.

How is the overlap between IWD and USMV 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 USMV, so the number cannot exceed the smaller coverage.

Which holds more, USMV or IWD?

IWD reports 819 stock positions and USMV reports 170. 48.1% of IWD's weight sits in names USMV does not hold, and 20.8% of USMV's weight in names IWD does not hold. The ten largest positions are 27.8% of IWD and 15.6% of USMV.

How do IWD and USMV differ by sector?

The widest gap is Utilities: USMV has 12.0 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.

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.