DVY vs IWM: how much do they overlap?
iShares Select Dividend ETF (DVY) · iShares Russell 2000 ETF (IWM)
overlap by weight · 5 shared holdings
DVY: 100 holdings (as of 2026-04-30) · IWM: 1934 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
DVY and IWM 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
| Company | Ticker | in DVY | in IWM |
|---|---|---|---|
| VALLEY NATIONAL BANCORP | VLY | 0.61% | 0.2% |
| SOUTHWEST GAS HOLDINGS INC | SWX | 0.52% | 0.2% |
| UNITED BANKSHARES INC | UBSI | 0.57% | 0.2% |
| NEW JERSEY RESOURCES CORP | NJR | 0.48% | 0.19% |
| BLACK HILLS CORP | BKH | 0.48% | 0.18% |
FAQ
How much do DVY and IWM overlap?
DVY and IWM have a 1% overlap by weight, sharing 5 holdings (out of 100 in DVY and 1934 in IWM), based on official issuer holdings as of 2026-04-30.
What does 1% overlap mean?
DVY and IWM hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do DVY and IWM both hold?
The largest shared positions are VALLEY NATIONAL BANCORP, SOUTHWEST GAS HOLDINGS INC, UNITED BANKSHARES INC, NEW JERSEY RESOURCES CORP, BLACK HILLS CORP. The full list of top shared holdings with weights in each fund is shown on this page.