IVV vs IWD: how much do they overlap?
iShares Core S&P 500 ETF (IVV) · iShares Russell 1000 Value ETF (IWD)
overlap by weight · 424 shared holdings
IVV: 503 holdings (as of 2026-03-31) · IWD: 866 holdings (as of 2026-03-31)
Moderate overlap
What this means
IVV and IWD share a meaningful slice of holdings. They are related but not interchangeable; check the shared names below to see where your exposure doubles up.
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 IVV | in IWD |
|---|---|---|---|
| Alphabet, Inc. | GOOGL | 2.99% | 1.95% |
| Amazon.com, Inc. | AMZN | 3.63% | 1.81% |
| Alphabet, Inc. | GOOG | 2.39% | 1.59% |
| Berkshire Hathaway, Inc. | BRK.B | 1.57% | 2.91% |
| JPMorgan Chase & Co. | JPM | 1.42% | 2.63% |
| Exxon Mobil Corp. | XOM | 1.27% | 2.36% |
| Johnson & Johnson | JNJ | 1.05% | 1.94% |
| Walmart, Inc. | WMT | 0.97% | 1.6% |
| Meta Platforms, Inc. | META | 2.23% | 0.73% |
| Chevron Corp. | CVX | 0.69% | 1.28% |
FAQ
How much do IVV and IWD overlap?
IVV and IWD have a 54.4% overlap by weight, sharing 424 holdings (out of 503 in IVV and 866 in IWD), based on official issuer holdings as of 2026-03-31.
What does 54.4% overlap mean?
IVV and IWD share a meaningful slice of holdings. They are related but not interchangeable; check the shared names below to see where your exposure doubles up.
Which stocks do IVV and IWD both hold?
The largest shared positions are Alphabet, Inc., Amazon.com, Inc., Alphabet, Inc., Berkshire Hathaway, Inc., JPMorgan Chase & Co.. The full list of top shared holdings with weights in each fund is shown on this page.