IWF vs SDY: how much do they overlap?

iShares Russell 1000 Growth ETF (IWF) · SPDR S&P Dividend ETF (SDY)

5.7%

overlap by weight · 32 shared holdings

IWF: 387 holdings (as of 2026-03-31) · SDY: 156 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

IWF and SDY 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 IWFin SDY
ABBVIE INC. ABBV 1.39% 1.6%
THE COCA-COLA COMPANY KO 0.52% 1.28%
MICROSOFT CORPORATION MSFT 8.82% 0.37%
WASTE MANAGEMENT, INC. WM 0.31% 0.71%
AUTOMATIC DATA PROCESSING, INC. ADP 0.27% 1.65%
TEXAS INSTRUMENTS INCORPORATED TXN 0.26% 1.6%
THE SHERWIN-WILLIAMS COMPANY SHW 0.24% 0.41%
CINTAS CORPORATION CTAS 0.21% 0.44%
CENCORA, INC. COR 0.21% 0.31%
COSTCO WHOLESALE CORPORATION COST 1.6% 0.2%

FAQ

How much do IWF and SDY overlap?

IWF and SDY have a 5.7% overlap by weight, sharing 32 holdings (out of 387 in IWF and 156 in SDY), based on official issuer holdings as of 2026-03-31.

What does 5.7% overlap mean?

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

Which stocks do IWF and SDY both hold?

The largest shared positions are ABBVIE INC., THE COCA-COLA COMPANY, MICROSOFT CORPORATION, WASTE MANAGEMENT, INC., AUTOMATIC DATA PROCESSING, INC.. The full list of top shared holdings with weights in each fund is shown on this page.

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