HDV vs IVW: how much do they overlap?

iShares Core High Dividend ETF (HDV) · iShares S&P 500 Growth ETF (IVW)

3.6%

overlap by weight · 6 shared holdings

HDV: 74 holdings (as of 2026-01-31) · IVW: 143 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

HDV and IVW 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 HDVin IVW
Johnson & Johnson JNJ 6.84% 1.2%
AbbVie Inc ABBV 5.61% 0.61%
Cisco Systems Inc CSCO 3.11% 0.56%
Philip Morris International In PM 5.36% 0.5%
Coca-Cola Co/The KO 4.12% 0.43%
Gilead Sciences Inc GILD 2.24% 0.32%

FAQ

How much do HDV and IVW overlap?

HDV and IVW have a 3.6% overlap by weight, sharing 6 holdings (out of 74 in HDV and 143 in IVW), based on official issuer holdings as of 2026-01-31.

What does 3.6% overlap mean?

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

Which stocks do HDV and IVW both hold?

The largest shared positions are Johnson & Johnson, AbbVie Inc, Cisco Systems Inc, Philip Morris International In, Coca-Cola Co/The. The full list of top shared holdings with weights in each fund is shown on this page.

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