IGV vs IWN Overlap

Both funds come from IShares. IGV is a technology-focused equity ETF, while IWN is a U.S. value equity ETF. IGV and IWN show limited overlap, with an estimated weighted overlap of 1.03%. They share 14 holdings in the loaded dataset, led by HUT, RIOT, and CIFR.

1.0% overlap
#
14Shared Holdings
OK
Low Overlap

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Quick Answer

Both funds come from IShares. IGV is a technology-focused equity ETF, while IWN is a U.S. value equity ETF. IGV and IWN show limited overlap, with an estimated weighted overlap of 1.03%. They share 14 holdings in the loaded dataset, led by HUT, RIOT, and CIFR.

  • 1.03% weighted overlap across 14 shared holdings.
  • The top three shared holdings explain 52.52% of the measured overlap.
  • IGV and IWN are closer in breadth than a broad-vs-niche ETF pair.
  • The overlap is mostly explained by the top shared positions rather than sector labels alone.
  • Holding both can still add materially different exposure.

Data Freshness

IGV holdings
Mar 12, 2026
IWN holdings
Mar 12, 2026
Overlap computed
Mar 15, 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

IGV

iShares Expanded Tech-Software Sector ETF

Issuer
IShares
Asset class
Equity
Expense ratio
0.39%
AUM
$11B
Inception
Jul 10, 2001

ETF B

IWN

iShares Russell 2000 Value ETF

Issuer
IShares
Asset class
Equity
Expense ratio
0.24%
AUM
$12B
Inception
Jul 24, 2000

What Stands Out In This Comparison

01

What This Means

Both funds come from IShares. IGV is a technology-focused equity ETF, while IWN is a U.S. value equity ETF. IGV and IWN do not own much of the same portfolio weight. That usually means you are combining different parts of the market, with only a small amount of duplication through names like HUT, RIOT, and CIFR.

02

How They Differ

Both funds come from IShares. IGV is a technology-focused equity ETF, while IWN is a U.S. value equity ETF. Neither fund clearly dominates on breadth, so the practical difference is more about weighting, index construction, and cost. IWN has the lower expense ratio, while IGV 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 52.52% 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

Because IGV and IWN are closer in breadth, the better fit usually comes down to index methodology, issuer preference, and cost. IWN has the lower expense ratio, while IGV charges more for its exposure.

Overlap Driver Snapshot

Concentration

The top three shared holdings explain 52.52% 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 IGV and IWN.

HoldingIGV Wt.IWN Wt.Overlap
HUT0.19%0.33%0.19%
RIOT0.19%0.35%0.19%
CIFR0.16%0.31%0.16%
MARA0.13%0.22%0.13%
CLSK0.11%0.18%0.11%
BOX0.14%0.05%0.05%
CORZ0.19%0.05%0.05%
NCR0.04%0.07%0.04%
BLKB0.07%0.02%0.02%
ADEA0.10%0.02%0.02%

Why These ETFs Overlap

Both funds come from IShares. IGV is a technology-focused equity ETF, while IWN is a U.S. value equity ETF. The overlap exists because both funds allocate meaningful weight to the same holdings. In this dataset, the biggest shared drivers are HUT, RIOT, and CIFR, which appear in both portfolios and push the overlap score higher.

Holding both IGV and IWN can make sense if you want exposure to different sleeves of the market. The overlap is small enough that both funds may still improve diversification.

Related Comparisons

Frequently Asked Questions About IGV and IWN

What is the overlap between IGV and IWN?+
IGV and IWN currently show an estimated weighted overlap of 1.03% based on the loaded holdings data.
How many holdings do IGV and IWN share?+
They share 14 holdings in the current dataset.
Is the IGV and IWN overlap high?+
The current verdict is Low Overlap. That means the two ETFs have limited duplication in portfolio weight.
Why do IGV and IWN overlap?+
IGV and IWN overlap because the same large positions appear in both funds. In this comparison, the top three shared holdings explain 52.52% of the measured overlap score.
Which ETF is broader, IGV or IWN?+
IGV and IWN look closer in breadth than a broad-vs-niche pair, so the main difference is more about strategy and weighting than simple market coverage.

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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