DIA vs IVW Overlap

DIA is an industrials ETF from SPDR, while IVW is a U.S. growth equity ETF from IShares. DIA and IVW show meaningful overlap, with an estimated weighted overlap of 21.95%. They share 16 holdings in the loaded dataset, led by MSFT, AAPL, and AMZN.

21.9% overlap
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16Shared Holdings
OK
Moderate Overlap

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Quick Answer

DIA is an industrials ETF from SPDR, while IVW is a U.S. growth equity ETF from IShares. DIA and IVW show meaningful overlap, with an estimated weighted overlap of 21.95%. They share 16 holdings in the loaded dataset, led by MSFT, AAPL, and AMZN.

  • 21.95% weighted overlap across 16 shared holdings.
  • The top three shared holdings explain 51.7% of the measured overlap.
  • IVW is the broader fund, while DIA is more targeted.
  • The overlap is mostly explained by the top shared positions rather than sector labels alone.
  • Holding both may add less diversification than the fund names imply.

Data Freshness

DIA holdings
Mar 12, 2026
IVW holdings
Mar 12, 2026
Overlap computed
Mar 13, 2026
Data source
Financial Modeling Prep

Review the methodology for the overlap formula and refresh policy.

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About These ETFs

ETF A

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust

Issuer
SPDR
Asset class
Equity
Expense ratio
0.16%
AUM
$44B
Inception
Jan 14, 1998

ETF B

IVW

iShares S&P 500 Growth ETF

Issuer
IShares
Asset class
Equity
Expense ratio
0.18%
AUM
$64B
Inception
May 22, 2000

What Stands Out In This Comparison

01

What This Means

DIA is an industrials ETF from SPDR, while IVW is a U.S. growth equity ETF from IShares. DIA and IVW overlap enough to matter, but they still bring different exposures to a portfolio. The overlap is concentrated in holdings such as MSFT, AAPL, and AMZN, which explains why the score lands at 21.95%.

02

How They Differ

DIA is an industrials ETF from SPDR, while IVW is a U.S. growth equity ETF from IShares. IVW is the broader fund, while DIA is the more targeted sleeve. DIA has the lower expense ratio, while IVW charges more for its exposure.

03

What Drives The Overlap

The overlap is driven by a relatively small set of large shared positions. The top three shared holdings account for 51.7% of the score, which means the result is heavily influenced by the biggest common weights rather than a long tail of tiny positions.

04

When One May Fit Better

If you want the broader portfolio building block, IVW is usually the wider choice. If you want the more focused tilt, DIA is the narrower expression. DIA has the lower expense ratio, while IVW charges more for its exposure.

Overlap Driver Snapshot

Concentration

The top three shared holdings explain 51.7% of the full overlap score.

That helps show whether the score comes from a handful of giant shared positions or from a broader mix of common holdings.

Shared Sector Tilt

Sector tags are not consistently available for the biggest shared positions in this dataset, so this comparison leans more on the specific holdings than on sector labels.

Top Shared Holdings

These are the holdings contributing the most to the overlap score between DIA and IVW.

HoldingDIA Wt.IVW Wt.Overlap
MSFT5.23%9.89%5.23%
AAPL3.36%6.32%3.36%
AMZN2.76%3.63%2.76%
NVDA2.38%14.73%2.38%
JPM3.72%1.75%1.75%
JNJ3.14%1.14%1.14%
CAT9.23%1.10%1.10%
V4.05%0.96%0.96%
GS10.74%0.53%0.53%
CSCO1.00%0.53%0.53%

Why These ETFs Overlap

DIA is an industrials ETF from SPDR, while IVW is a U.S. growth equity ETF from IShares. The overlap exists because both funds allocate meaningful weight to the same holdings. In this dataset, the biggest shared drivers are MSFT, AAPL, and AMZN, which appear in both portfolios and push the overlap score higher.

Holding both DIA and IVW can still be reasonable, but you should expect some duplication. The decision comes down to whether the non-overlapping parts of each ETF are important enough for your strategy.

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Frequently Asked Questions About DIA and IVW

What is the overlap between DIA and IVW?+
DIA and IVW currently show an estimated weighted overlap of 21.95% based on the loaded holdings data.
How many holdings do DIA and IVW share?+
They share 16 holdings in the current dataset.
Is the DIA and IVW overlap high?+
The current verdict is Moderate Overlap. That means the two ETFs have noticeable duplication in portfolio weight.
Why do DIA and IVW overlap?+
DIA and IVW overlap because the same large positions appear in both funds. In this comparison, the top three shared holdings explain 51.7% of the measured overlap score.
Which ETF is broader, DIA or IVW?+
IVW is the broader fund, while DIA is the more targeted sleeve. That does not automatically make one better, but it helps explain why the pair can overlap while still serving different roles.

How Overlap Is Calculated

A straightforward approach used by portfolio analysts.

Overlap = sum(min(Weight_A, Weight_B)) for each shared holding

For every stock that appears in both ETFs, we take the smaller of the two weights. Adding up all those minimums gives the total overlap percentage. A score of 100% means the two ETFs hold the exact same stocks in the same proportions.

Want the full explanation? Read the methodology page.

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