ETF Overlap Checker / IWF vs IVV Overlap

Guardfolio Research · ETF Overlap

IWF vs IVV Overlap: 37.0% of Weight in Shared Holdings

IWF (iShares Russell 1000 Growth) and IVV (iShares Core S&P 500) overlap by 37.0% of weight through 9 shared top-10 holdings — including NVDA, AAPL, MSFT, AMZN, GOOGL. Here is exactly which stocks duplicate, the sector picture, and whether holding both concentrates or diversifies your portfolio.

Overlap Summary

Weight Overlap37.0%
Shared Top-109 of 10
Sector Overlap74.0%
Combined Expense0.20%

Bottom line

IWF and IVV overlap heavily — 37.0% of weight sits in the same 9 top-10 names. Owning both stacks the same mega-cap bets rather than spreading risk.

The Data

Exactly which stocks IWF and IVV share

The table below shows every holding that appears in both funds' top 10, with each fund's weight and the shared (minimum) weight that counts toward overlap.

Holding IWF weight IVV weight Shared (min)
NVIDIA Corp. (NVDA) 14.79% 7.84% 7.84%
Apple Inc. (AAPL) 11.58% 6.44% 6.44%
Microsoft Corp. (MSFT) 8.26% 4.89% 4.89%
Amazon.com, Inc. (AMZN) 5.06% 4.19% 4.19%
Alphabet Inc. (GOOGL) 4.18% 3.62% 3.62%
Broadcom Inc. (AVGO) 5.76% 3.20% 3.20%
Alphabet Inc. (GOOG) 3.37% 2.89% 2.89%
Meta Platforms, Inc. (META) 3.16% 2.16% 2.16%
Tesla, Inc. (TSLA) 3.58% 1.74% 1.74%
Total shared top-10 weight 59.7% 37.0% 37.0%

Weights are approximate, based on the most recent quarterly holdings. The 37.0% figure is the sum of the lesser of each fund's weight per shared holding (the conservative top-10 method).

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Sector Picture

IWF vs IVV: sector exposure side by side

Two funds can share few holdings yet still concentrate the same sectors. Here is how the top sectors compare (74.0% combined sector overlap).

Sector IWF IVV
Technology 52.8% 33.1%
Consumer Discretionary 13.2% 10.4%
Communication Services 9.5% 8.2%
Healthcare 6.4% 9.3%
Financial Services 6.3% 12.2%
Industrials 5.7% 8.6%

The Verdict

Should you hold both IWF and IVV?

IWF and IVV overlap heavily — 37.0% of weight sits in the same 9 top-10 names. Owning both stacks the same mega-cap bets rather than spreading risk. You are also paying two expense ratios for largely the same exposure. Treat this pair as one position, not two.

FAQ

IWF vs IVV overlap: common questions

How much do IWF and IVV overlap?

IWF (iShares Russell 1000 Growth) and IVV (iShares Core S&P 500) overlap by approximately 37.0% of weight based on their top-10 holdings, with 74.0% sector overlap. They share 9 top-10 holdings: NVDA, AAPL, MSFT, AMZN, GOOGL, AVGO, GOOG, META, TSLA.

What stocks do IWF and IVV both hold?

Both IWF and IVV hold NVIDIA Corp (NVDA), Apple Inc (AAPL), Microsoft Corp (MSFT), Amazon (AMZN), Alphabet Inc (GOOGL), Broadcom Inc (AVGO), Alphabet Inc (GOOG), Meta Platforms (META) among their top positions. These shared names account for the 37.0% weight overlap.

Is it worth holding both IWF and IVV?

IWF and IVV overlap heavily — 37.0% of weight sits in the same 9 top-10 names. Owning both stacks the same mega-cap bets rather than spreading risk. You are also paying two expense ratios for largely the same exposure. Treat this pair as one position, not two.

What is the difference between IWF and IVV?

IWF is a large-cap growth fund (US Large-Cap Growth, 0.19% expense ratio) and IVV is an S&P 500 fund (US Large-Cap Blend, 0.03% expense ratio). IWF's top 10 is 62.2% of the fund; IVV's is 38.4%.

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Updated 2026-06-20 · Author: Elad Nahum · Source: Guardfolio Research · Educational content only — not investment advice.