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

IWF and IYW share 64.5% of their weight across 70 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 IYW

64.5%

70 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

IYW

iShares U.S. Technology ETF

Reported positions cover 100% of the fund, 135 positions · Apr 30, 2026

Top 10: 65.6%·Holdings of IYW

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

IYW vs IWF side by side

IWFiShares Russell 1000 Growth ETF

311

stock positions reported to the SEC

32.6% of its weight is in 241 names IYW does not hold

IYWiShares U.S. Technology ETF

135

stock positions reported to the SEC

10.7% of its weight is in 65 names IWF does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
72.0%
97.7%
Consumer Cyclical
8.1%
0.3%
Healthcare
5.7%
0.7%
Financial Services
4.1%
0.0%
Industrials
3.0%
0.1%
Basic Materials
0.0%
0.9%

The widest gap is Technology: IYW has 25.7 points more of it.

The figures side by side

IWFIYW
Filing dateJun 30, 2026Apr 30, 2026
Stock positions reported311135
Weight of the ten largest57.2%65.6%
Largest positionNVDA 13.8%NVDA 16.2%
Held alone241 positions, 32.6%65 positions, 10.7%
Covered by stock positions100%100%

Holdings they share

StockIn IWFIn IYWCounted
NVDANVIDIA CORPORATION13.83%16.23%13.83%
GOOGLALPHABET INC.11.15%14.17%11.15%
AAPLAPPLE INC.6.72%13.63%6.72%
MSFTMICROSOFT CORPORATION4.11%3.99%3.99%
AVGOBROADCOM INC.5.21%3.78%3.78%
MUMICRON TECHNOLOGY, INC.3.86%2.98%2.98%
AMDADVANCED MICRO DEVICES, INC.2.80%3.50%2.80%
METAMETA PLATFORMS, INC.3.00%2.80%2.80%
AMATAPPLIED MATERIALS, INC.1.70%1.92%1.70%
LRCXLAM RESEARCH CORPORATION1.60%1.98%1.60%

What each holds alone

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

Only in IWF

TSLATESLA, INC.3.64%
LLYELI LILLY AND COMPANY2.84%
VVISA INC.1.68%
CATCATERPILLAR INC.1.43%
MAMASTERCARD INCORPORATED1.23%
GENERAL ELECTRIC COMPANY1.14%
GEVGE VERNOVA INC.0.94%
NFLXNETFLIX, INC.0.89%
HDTHE HOME DEPOT, INC.0.77%
AMZNAMAZON.COM, INC.0.57%

Only in IYW

INTCINTEL CORPORATION2.56%
IBMINTERNATIONAL BUSINESS MACHINES CORPORATION1.32%
QCOMQUALCOMM INCORPORATED1.18%
CRMSALESFORCE, INC.0.99%
SNPSSYNOPSYS, INC.0.57%
MSTRSTRATEGY INC0.32%
HPEHEWLETT PACKARD ENTERPRISE COMPANY0.24%
ROPROPER TECHNOLOGIES, INC.0.23%
FLEX LTD.0.21%
QQNITY ELECTRONICS, INC.0.18%

Questions people ask

Is IWF the same as IYW?

64.5% of their weight sits in the same 70 holdings. IWF also reports TSLA, LLY, V, which the other does not. IYW also reports INTC, IBM, QCOM, which the other does not.

How is the overlap between IWF and IYW 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 IYW, so the number cannot exceed the smaller coverage.

Which holds more, IYW or IWF?

IWF reports 311 stock positions and IYW reports 135. 32.6% of IWF's weight sits in names IYW does not hold, and 10.7% of IYW's weight in names IWF does not hold. The ten largest positions are 57.2% of IWF and 65.6% of IYW.

How do IWF and IYW differ by sector?

The widest gap is Technology: IYW has 25.7 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.

Other pairs with these funds

IWF 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.