IWD vs VIG: how much do they overlap?
iShares Russell 1000 Value ETF (IWD) · Vanguard Dividend Appreciation ETF (VIG)
overlap by weight · 213 shared holdings
IWD: 866 holdings (as of 2026-03-31) · VIG: 332 holdings (as of 2026-04-30)
Note: the two funds' latest official filings have different dates, which can understate overlap slightly for funds tracking similar indexes.
Moderate overlap
What this means
IWD and VIG 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 IWD | in VIG |
|---|---|---|---|
| JPMORGAN CHASE & CO. | JPM | 2.63% | 3.59% |
| EXXON MOBIL CORPORATION | XOM | 2.36% | 2.9% |
| JOHNSON & JOHNSON | JNJ | 1.94% | 2.49% |
| WALMART INC. | WMT | 1.6% | 2.6% |
| THE PROCTER & GAMBLE COMPANY | PG | 1.12% | 1.54% |
| CISCO SYSTEMS, INC. | CSCO | 1.02% | 1.63% |
| MERCK & CO., INC. | MRK | 0.98% | 1.22% |
| BANK OF AMERICA CORPORATION | BAC | 0.97% | 1.57% |
| CATERPILLAR INC. | CAT | 0.95% | 1.87% |
| UNITEDHEALTH GROUP INCORPORATED | UNH | 0.81% | 1.51% |
FAQ
How much do IWD and VIG overlap?
IWD and VIG have a 41.1% overlap by weight, sharing 213 holdings (out of 866 in IWD and 332 in VIG), based on official issuer holdings as of 2026-03-31.
What does 41.1% overlap mean?
IWD and VIG 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 IWD and VIG both hold?
The largest shared positions are JPMORGAN CHASE & CO., EXXON MOBIL CORPORATION, JOHNSON & JOHNSON, WALMART INC., THE PROCTER & GAMBLE COMPANY. The full list of top shared holdings with weights in each fund is shown on this page.