IWD vs VTV: how much do they overlap?
iShares Russell 1000 Value ETF (IWD) · Vanguard Value ETF (VTV)
overlap by weight · 296 shared holdings
IWD: 866 holdings (as of 2026-03-31) · VTV: 311 holdings (as of 2026-03-31)
High overlap
What this means
IWD and VTV are largely the same portfolio. Holding both adds little diversification — most dollars end up in the same underlying stocks.
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 VTV |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC. | BRK.B | 2.91% | 3.06% |
| JPMORGAN CHASE & CO. | JPM | 2.63% | 3.03% |
| EXXON MOBIL CORPORATION | XOM | 2.36% | 2.9% |
| JOHNSON & JOHNSON | JNJ | 1.94% | 2.41% |
| WALMART INC. | WMT | 1.6% | 2.23% |
| CHEVRON CORPORATION | CVX | 1.28% | 1.61% |
| MICRON TECHNOLOGY, INC. | MU | 1.24% | 1.56% |
| THE PROCTER & GAMBLE COMPANY | PG | 1.12% | 1.38% |
| CISCO SYSTEMS, INC. | CSCO | 1.02% | 1.13% |
| MERCK & CO., INC. | MRK | 0.98% | 1.22% |
FAQ
How much do IWD and VTV overlap?
IWD and VTV have a 72.3% overlap by weight, sharing 296 holdings (out of 866 in IWD and 311 in VTV), based on official issuer holdings as of 2026-03-31.
What does 72.3% overlap mean?
IWD and VTV are largely the same portfolio. Holding both adds little diversification — most dollars end up in the same underlying stocks.
Which stocks do IWD and VTV both hold?
The largest shared positions are BERKSHIRE HATHAWAY INC., JPMORGAN CHASE & CO., EXXON MOBIL CORPORATION, JOHNSON & JOHNSON, WALMART INC.. The full list of top shared holdings with weights in each fund is shown on this page.