IWX vs SPYV overlap - what they share and where they differ
IWX and SPYV share 63.9% of their weight across 134 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 SPYV
63.9%
134 shared positions
IWX
iShares Russell Top 200 Value ETF
Reported positions cover 100% of the fund, 151 positions · Jun 30, 2026
Top 10: 39.0%·Holdings of IWX
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 IWX 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 IWX side by side
IWXiShares Russell Top 200 Value ETF
151
stock positions reported to the SEC
13.7% of its weight is in 17 names SPYV does not hold
SPYVState Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF
435
stock positions reported to the SEC
32.9% of its weight is in 301 names IWX does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Industrials: SPYV has 9.7 points more of it.
The figures side by side
| IWX | SPYV | |
|---|---|---|
| Filing date | Jun 30, 2026 | Jun 30, 2026 |
| Stock positions reported | 151 | 435 |
| Weight of the ten largest | 39.0% | 23.8% |
| Largest position | AMZN 8.3% | AAPL 7.3% |
| Held alone | 17 positions, 13.7% | 301 positions, 32.9% |
| Covered by stock positions | 100% | 100% |
Holdings they share
| Stock | In IWX | In SPYV | Counted |
|---|---|---|---|
| AAPLAPPLE INC | 7.53% | 7.32% | 7.32% |
| AMZNAMAZON.COM INC | 8.32% | 3.78% | 3.78% |
| INTCINTEL CORP | 2.40% | 2.27% | 2.27% |
| XOMEXXONMOBIL HOLDINGS CORP | 2.23% | 1.95% | 1.95% |
| WMTWALMART INC | 1.78% | 1.71% | 1.71% |
| UNHUNITEDHEALTH GROUP INC | 1.47% | 1.30% | 1.30% |
| BACBANK OF AMERICA CORP | 1.38% | 1.28% | 1.28% |
| PGPROCTER & GAMBLE COMPANY (THE) | 1.34% | 1.18% | 1.18% |
| MRKMERCK & COMPANY INC | 1.25% | 1.09% | 1.09% |
| CVXCHEVRON CORP | 1.21% | 1.07% | 1.07% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in IWX
Only in SPYV
Questions people ask
Is IWX the same as SPYV?
63.9% of their weight sits in the same 134 holdings. IWX also reports MSFT, BRK.A, RTX, which the other does not. SPYV also reports TSLA, TXN, V, which the other does not.
How is the overlap between IWX 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 IWX and 100% of SPYV, so the number cannot exceed the smaller coverage.
Which holds more, SPYV or IWX?
IWX reports 151 stock positions and SPYV reports 435. 13.7% of IWX's weight sits in names SPYV does not hold, and 32.9% of SPYV's weight in names IWX does not hold. The ten largest positions are 39.0% of IWX and 23.8% of SPYV.
How do IWX and SPYV differ by sector?
The widest gap is Industrials: SPYV has 9.7 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
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.