ETF Overlap Checker / IWF vs VTV Overlap

Guardfolio Research · ETF Overlap

IWF vs VTV Overlap: 0.0% of Weight in Shared Holdings

IWF (iShares Russell 1000 Growth) and VTV (Vanguard Value) share none of their top-10 holdings. With 40.0% sector overlap, this is one of the more complementary pairs — holding both adds real breadth instead of doubling down on the same names.

Overlap Summary

Weight Overlap0.0%
Shared Top-100 of 10
Sector Overlap40.0%
Combined Expense0.20%

Bottom line

IWF and VTV share no top-10 holdings (40.0% sector overlap). They are complementary exposures — a large-cap growth fund paired with a large-cap value fund — and combining them genuinely broadens a portfolio rather than concentrating it..

The Data

Exactly which stocks IWF and VTV 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.

No shared names appear in either fund's top 10 holdings. Different exposure profiles.

Weights are approximate, based on the most recent quarterly holdings. The 0.0% 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 VTV: sector exposure side by side

Two funds can share few holdings yet still concentrate the same sectors. Here is how the top sectors compare (40.0% combined sector overlap).

Sector IWF VTV
Technology 52.8% 9.1%
Healthcare 6.4% 14.5%
Financial Services 6.3% 21.7%
Industrials 5.7% 13.7%
Consumer Discretionary 13.2% 4.8%
Communication Services 9.5% 3.7%

The Verdict

Should you hold both IWF and VTV?

IWF and VTV share no top-10 holdings (40.0% sector overlap). They are complementary exposures — a large-cap growth fund paired with a large-cap value fund — and combining them genuinely broadens a portfolio rather than concentrating it.

FAQ

IWF vs VTV overlap: common questions

How much do IWF and VTV overlap?

IWF (iShares Russell 1000 Growth) and VTV (Vanguard Value) overlap by approximately 0.0% of weight based on their top-10 holdings, with 40.0% sector overlap. They share 0 top-10 holdings: no top-10 holdings.

What stocks do IWF and VTV both hold?

IWF and VTV share none of their top-10 holdings, which is why their overlap is effectively 0% at the top of each fund.

Is it worth holding both IWF and VTV?

IWF and VTV share no top-10 holdings (40.0% sector overlap). They are complementary exposures — a large-cap growth fund paired with a large-cap value fund — and combining them genuinely broadens a portfolio rather than concentrating it.

What is the difference between IWF and VTV?

IWF is a large-cap growth fund (US Large-Cap Growth, 0.19% expense ratio) and VTV is a large-cap value fund (US Large-Cap Value, 0.04% expense ratio). IWF's top 10 is 62.2% of the fund; VTV's is 21.0%.

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