IWX vs OEF overlap - what they share and where they differ

IWX and OEF share 52.4% of their weight across 77 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.

IWX and OEF

52.4%

77 shared positions

IWX

iShares Russell Top 200 Value ETF

Reported positions cover 100% of the fund, 150 positions · Jun 30, 2026

Top 10: 39.0%·Holdings of IWX

OEF

iShares S&P 100 ETF

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

Top 10: 52.8%·Holdings of OEF

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

OEF vs IWX side by side

IWXiShares Russell Top 200 Value ETF

150

stock positions reported to the SEC

20.2% of its weight is in 73 names OEF does not hold

OEFiShares S&P 100 ETF

100

stock positions reported to the SEC

42.6% of its weight is in 23 names IWX does not hold

Where each fund's weight sits

IWX
OEF
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
25.4%
57.1%
Financial Services
19.4%
10.6%
Consumer Cyclical
14.0%
10.4%
Healthcare
13.6%
8.9%
Consumer Defensive
7.0%
4.4%

The widest gap is Technology: OEF has 31.7 points more of it.

The figures side by side

IWXOEF
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported150100
Weight of the ten largest39.0%52.8%
Largest positionAMZN 8.3%NVDA 10.5%
Held alone73 positions, 20.2%23 positions, 42.6%
Covered by stock positions100%100%

Holdings they share

StockIn IWXIn OEFCounted
AAPLAPPLE INC7.53%9.18%7.53%
MSFTMICROSOFT CORP5.44%5.99%5.44%
AMZNAMAZON.COM INC8.32%5.04%5.04%
BRK.ABERKSHIRE HATHAWAY INC3.66%1.98%1.98%
JPMJP MORGAN CHASE & COMPANY3.44%1.89%1.89%
INTCINTEL CORP2.40%1.43%1.43%
JNJJOHNSON & JOHNSON2.40%1.32%1.32%
XOMEXXONMOBIL HOLDINGS CORP2.23%1.22%1.22%
WMTWALMART INC1.78%1.07%1.07%
CSCOCISCO SYSTEMS INC1.82%1.00%1.00%

What each holds alone

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

Only in IWX

ADIANALOG DEVICES INC0.71%
WELLWELLTOWER INC0.63%
EATON CORP PLC0.55%
PGRPROGRESSIVE CORP (THE)0.50%
PLDPROLOGIS INC0.50%
VRTXVERTEX PHARMACEUTICALS INC0.50%
PHPARKER-HANNIFIN CORP0.48%
SPGIS&P GLOBAL INC0.48%
CBCHUBB LTD (SWITZERLAND)0.47%
DELLDELL TECHNOLOGIES INC0.45%

Only in OEF

NVDANVIDIA CORP10.47%
GOOGLALPHABET INC8.14%
AVGOBROADCOM INC3.86%
MUMICRON TECHNOLOGY INC2.81%
TSLATESLA INC2.56%
AMDADVANCED MICRO DEVICES INC2.05%
LLYELI LILLY & COMPANY2.05%
AMATAPPLIED MATERIALS INC1.24%
VVISA INC1.23%
LRCXLAM RESEARCH CORP1.17%

Questions people ask

Is IWX the same as OEF?

52.4% of their weight sits in the same 77 holdings. IWX also reports ADI, WELL, EATON CORP PLC, which the other does not. OEF also reports NVDA, GOOGL, AVGO, which the other does not.

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

Which holds more, OEF or IWX?

IWX reports 150 stock positions and OEF reports 100. 20.2% of IWX's weight sits in names OEF does not hold, and 42.6% of OEF's weight in names IWX does not hold. The ten largest positions are 39.0% of IWX and 52.8% of OEF.

How do IWX and OEF differ by sector?

The widest gap is Technology: OEF has 31.7 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.

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.