IWD vs XLP: how much do they overlap?

iShares Russell 1000 Value ETF (IWD) · Consumer Staples Select Sector SPDR ETF (XLP)

7.1%

overlap by weight · 32 shared holdings

IWD: 866 holdings (as of 2026-03-31) · XLP: 34 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

IWD and XLP 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

CompanyTickerin IWDin XLP
WALMART INC. WMT 1.6% 10.69%
THE PROCTER & GAMBLE COMPANY PG 1.12% 7.43%
Philip Morris International Inc. PM 0.85% 6.14%
Pepsico, Inc. PEP 0.6% 4.4%
THE COCA-COLA COMPANY KO 0.5% 6.95%
Altria Group, Inc. MO 0.37% 4.51%
Mondelez International, Inc. MDLZ 0.25% 4.18%
TARGET CORPORATION TGT 0.18% 3.89%
THE KROGER CO. KR 0.14% 2.2%
COLGATE-PALMOLIVE COMPANY CL 0.12% 4.66%

FAQ

How much do IWD and XLP overlap?

IWD and XLP have a 7.1% overlap by weight, sharing 32 holdings (out of 866 in IWD and 34 in XLP), based on official issuer holdings as of 2026-03-31.

What does 7.1% overlap mean?

IWD and XLP hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.

Which stocks do IWD and XLP both hold?

The largest shared positions are WALMART INC., THE PROCTER & GAMBLE COMPANY, Philip Morris International Inc., Pepsico, Inc., THE COCA-COLA COMPANY. The full list of top shared holdings with weights in each fund is shown on this page.

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