IWD vs XLY: how much do they overlap?
iShares Russell 1000 Value ETF (IWD) · Consumer Discretionary Select Sector SPDR ETF (XLY)
overlap by weight · 35 shared holdings
IWD: 866 holdings (as of 2026-03-31) · XLY: 47 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 XLY 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 IWD | in XLY |
|---|---|---|---|
| AMAZON.COM, INC. | AMZN | 1.81% | 23.12% |
| MCDONALD'S CORPORATION | MCD | 0.69% | 4.26% |
| LOWE'S COMPANIES, INC. | LOW | 0.44% | 2.98% |
| THE TJX COMPANIES, INC. | TJX | 0.29% | 3.92% |
| STARBUCKS CORPORATION | SBUX | 0.29% | 3.03% |
| THE HOME DEPOT, INC. | HD | 0.26% | 5.62% |
| GENERAL MOTORS COMPANY | GM | 0.22% | 1.73% |
| NIKE, INC. | NKE | 0.2% | 1.28% |
| ROSS STORES, INC. | ROST | 0.18% | 1.77% |
| AUTOZONE, INC. | AZO | 0.16% | 1.24% |
FAQ
How much do IWD and XLY overlap?
IWD and XLY have a 5.9% overlap by weight, sharing 35 holdings (out of 866 in IWD and 47 in XLY), based on official issuer holdings as of 2026-03-31.
What does 5.9% overlap mean?
IWD and XLY hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do IWD and XLY both hold?
The largest shared positions are AMAZON.COM, INC., MCDONALD'S CORPORATION, LOWE'S COMPANIES, INC., THE TJX COMPANIES, INC., STARBUCKS CORPORATION. The full list of top shared holdings with weights in each fund is shown on this page.