HDV vs IWD: how much do they overlap?
iShares Core High Dividend ETF (HDV) · iShares Russell 1000 Value ETF (IWD)
overlap by weight · 63 shared holdings
HDV: 74 holdings (as of 2026-01-31) · 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
HDV 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
| Company | Ticker | in HDV | in IWD |
|---|---|---|---|
| Exxon Mobil Corp | XOM | 10.26% | 2.36% |
| Johnson & Johnson | JNJ | 6.84% | 1.94% |
| Chevron Corp | CVX | 7.36% | 1.28% |
| Procter & Gamble Co/The | PG | 5.25% | 1.12% |
| Cisco Systems Inc | CSCO | 3.11% | 1.02% |
| Philip Morris International In | PM | 5.36% | 0.85% |
| PepsiCo Inc | PEP | 3.98% | 0.6% |
| ConocoPhillips | COP | 2.26% | 0.54% |
| Coca-Cola Co/The | KO | 4.12% | 0.5% |
| Union Pacific Corp | UNP | 1.58% | 0.44% |
FAQ
How much do HDV and IWD overlap?
HDV and IWD have a 17.3% overlap by weight, sharing 63 holdings (out of 74 in HDV and 866 in IWD), based on official issuer holdings as of 2026-01-31.
What does 17.3% overlap mean?
HDV and IWD hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do HDV and IWD both hold?
The largest shared positions are Exxon Mobil Corp, Johnson & Johnson, Chevron Corp, Procter & Gamble Co/The, Cisco Systems Inc. The full list of top shared holdings with weights in each fund is shown on this page.