IVW vs XLF: how much do they overlap?
iShares S&P 500 Growth ETF (IVW) · Financial Select Sector SPDR ETF (XLF)
overlap by weight · 20 shared holdings
IVW: 143 holdings (as of 2026-03-31) · XLF: 77 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 XLF 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 XLF |
|---|---|---|---|
| Berkshire Hathaway Inc. | BRK.B | 3.03% | 11.57% |
| JPMorgan Chase & Co. | JPM | 1.86% | 11.45% |
| Visa Inc | V | 0.96% | 7.36% |
| MasterCard Incorporated | MA | 0.94% | 5.38% |
| Goldman Sachs Group, Inc. | GS | 0.57% | 3.97% |
| Morgan Stanley | MS | 0.42% | 3.39% |
| American Express Company | AXP | 0.38% | 2.35% |
| The Progressive Corporation | PGR | 0.22% | 1.71% |
| CME Group Inc. | CME | 0.21% | 1.11% |
| S&P Global Inc | SPGI | 0.2% | 1.67% |
FAQ
How much do IVW and XLF overlap?
IVW and XLF have a 9.8% overlap by weight, sharing 20 holdings (out of 143 in IVW and 77 in XLF), based on official issuer holdings as of 2026-03-31.
What does 9.8% overlap mean?
IVW and XLF hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do IVW and XLF both hold?
The largest shared positions are Berkshire Hathaway Inc., JPMorgan Chase & Co., Visa Inc, MasterCard Incorporated, Goldman Sachs Group, Inc.. The full list of top shared holdings with weights in each fund is shown on this page.