DIA vs IWD: how much do they overlap?

SPDR Dow Jones Industrial Average ETF Trust (DIA) · iShares Russell 1000 Value ETF (IWD)

21.4%

overlap by weight · 25 shared holdings

DIA: 30 holdings (as of 09-Jul-2026) · IWD: 866 holdings (as of 2026-03-31)

Note: the two funds' latest official filings have different dates, which can understate overlap slightly for funds tracking similar indexes.

Low overlap

What this means

DIA and IWD hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.

Overlap by weight sums the smaller of the two funds' weights for every stock they both hold — it answers "how much of my money is in the same stocks either way?" See methodology.

Top shared holdings

CompanyTickerin DIAin IWD
Jpmorgan Chase + Co JPM 3.8% 2.63%
Alphabet Inc Cl A GOOGL 4.06% 1.95%
Johnson + Johnson JNJ 2.93% 1.94%
Amazon.Com Inc AMZN 2.8% 1.81%
Chevron Corp CVX 1.97% 1.28%
Walmart Inc WMT 1.27% 1.6%
Procter + Gamble Co/The PG 1.66% 1.12%
Cisco Systems Inc CSCO 1.34% 1.02%
Merck + Co. Inc. MRK 1.42% 0.98%
Caterpillar Inc CAT 10.62% 0.95%

FAQ

How much do DIA and IWD overlap?

DIA and IWD have a 21.4% overlap by weight, sharing 25 holdings (out of 30 in DIA and 866 in IWD), based on official issuer holdings as of 09-Jul-2026.

What does 21.4% overlap mean?

DIA and IWD hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.

Which stocks do DIA and IWD both hold?

The largest shared positions are Jpmorgan Chase + Co, Alphabet Inc Cl A, Johnson + Johnson, Amazon.Com Inc, Chevron Corp. The full list of top shared holdings with weights in each fund is shown on this page.

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