IVW vs SDY: how much do they overlap?
iShares S&P 500 Growth ETF (IVW) · SPDR S&P Dividend ETF (SDY)
overlap by weight · 13 shared holdings
IVW: 143 holdings (as of 2026-03-31) · SDY: 156 holdings (as of 09-Jul-2026)
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
IVW and SDY 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 IVW | in SDY |
|---|---|---|---|
| Johnson & Johnson | JNJ | 1.2% | 1.01% |
| AbbVie Inc. | ABBV | 0.61% | 1.6% |
| Coca-Cola Co (The) | KO | 0.43% | 1.28% |
| Caterpillar Inc | CAT | 1.14% | 0.41% |
| International Business Machines Corp. | IBM | 0.41% | 1.32% |
| Microsoft Corp. | MSFT | 9.48% | 0.37% |
| McDonald's Corp. | MCD | 0.34% | 0.91% |
| S&P Global Inc | SPGI | 0.2% | 0.37% |
| Cummins Inc. | CMI | 0.17% | 0.65% |
| General Dynamics Corporation | GD | 0.16% | 0.88% |
FAQ
How much do IVW and SDY overlap?
IVW and SDY have a 4.2% overlap by weight, sharing 13 holdings (out of 143 in IVW and 156 in SDY), based on official issuer holdings as of 2026-03-31.
What does 4.2% overlap mean?
IVW and SDY hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do IVW and SDY both hold?
The largest shared positions are Johnson & Johnson, AbbVie Inc., Coca-Cola Co (The), Caterpillar Inc, International Business Machines Corp.. The full list of top shared holdings with weights in each fund is shown on this page.