IWF vs IWY overlap - what they share and where they differ

IWF and IWY share 87.7% of their weight across 96 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.

IWF and IWY

87.7%

96 shared positions

IWF

iShares Russell 1000 Growth ETF

Reported positions cover 100% of the fund, 311 positions · Jun 30, 2026

Top 10: 57.2%·Holdings of IWF

IWY

iShares Russell Top 200 Growth ETF

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

Top 10: 62.8%·Holdings of IWY

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

IWY vs IWF side by side

IWFiShares Russell 1000 Growth ETF

311

stock positions reported to the SEC

12.1% of its weight is in 215 names IWY does not hold

IWYiShares Russell Top 200 Growth ETF

100

stock positions reported to the SEC

1.6% of its weight is in 4 names IWF does not hold

Where each fund's weight sits

IWF
IWY
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
72.0%
76.5%
Consumer Cyclical
8.1%
8.4%
Healthcare
5.7%
4.8%
Financial Services
4.1%
4.3%
Industrials
3.0%
1.8%

The widest gap is Technology: IWY has 4.5 points more of it.

The figures side by side

IWFIWY
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported311100
Weight of the ten largest57.2%62.8%
Largest positionNVDA 13.8%NVDA 14.2%
Held alone215 positions, 12.1%4 positions, 1.6%
Covered by stock positions100%100%

Holdings they share

StockIn IWFIn IWYCounted
NVDANVIDIA CORPORATION13.83%14.16%13.83%
GOOGLALPHABET INC.11.15%11.51%11.15%
AAPLAPPLE INC.6.72%7.14%6.72%
AVGOBROADCOM INC.5.21%5.64%5.21%
MSFTMICROSOFT CORPORATION4.11%4.56%4.11%
MUMICRON TECHNOLOGY, INC.3.86%4.87%3.86%
TSLATESLA, INC.3.64%4.59%3.64%
METAMETA PLATFORMS, INC.3.00%3.68%3.00%
LLYELI LILLY AND COMPANY2.84%3.35%2.84%
AMDADVANCED MICRO DEVICES, INC.2.80%3.25%2.80%

What each holds alone

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

Only in IWF

GENERAL ELECTRIC COMPANY1.14%
DDOGDATADOG, INC.0.25%
SNOWSNOWFLAKE INC.0.25%
NETCLOUDFLARE, INC.0.23%
ALABAstera Labs, Inc0.22%
TERTERADYNE, INC.0.22%
SPGSIMON PROPERTY GROUP, INC.0.21%
FIXCOMFORT SYSTEMS USA, INC.0.20%
HOODROBINHOOD MARKETS, INC.0.19%
LITELUMENTUM HOLDINGS INC.0.18%

Only in IWY

GEGE AEROSPACE1.33%
NU HOLDINGS LTD0.16%
EATON CORP PLC0.09%
JCIJOHNSON CONTROLS INTERNATIONAL PLC0.02%

Questions people ask

Is IWF the same as IWY?

87.7% of their weight sits in the same 96 holdings. IWF also reports GENERAL ELECTRIC COMPANY, DDOG, SNOW, which the other does not. IWY also reports GE, NU HOLDINGS LTD, EATON CORP PLC, which the other does not.

How is the overlap between IWF and IWY 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 IWF and 100% of IWY, so the number cannot exceed the smaller coverage.

Which holds more, IWY or IWF?

IWF reports 311 stock positions and IWY reports 100. 12.1% of IWF's weight sits in names IWY does not hold, and 1.6% of IWY's weight in names IWF does not hold. The ten largest positions are 57.2% of IWF and 62.8% of IWY.

How do IWF and IWY differ by sector?

The widest gap is Technology: IWY has 4.5 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.

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.