ITOT vs IVW Overlap

Both funds come from IShares. ITOT is an equity ETF, while IVW is a U.S. growth equity ETF. ITOT and IVW show heavy overlap, with an estimated weighted overlap of 57.47%. They share 138 holdings in the loaded dataset, led by NVDA, AAPL, and MSFT.

57.5% overlap
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138Shared Holdings
OK
High Overlap

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Quick Answer

Both funds come from IShares. ITOT is an equity ETF, while IVW is a U.S. growth equity ETF. ITOT and IVW show heavy overlap, with an estimated weighted overlap of 57.47%. They share 138 holdings in the loaded dataset, led by NVDA, AAPL, and MSFT.

  • 57.47% weighted overlap across 138 shared holdings.
  • The top three shared holdings explain 30.1% of the measured overlap.
  • IVW is the broader fund, while ITOT 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

ITOT holdings
Mar 12, 2026
IVW 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

ITOT

iShares Core S&P Total U.S. Stock Market ETF

Issuer
IShares
Asset class
Equity
Expense ratio
0.03%
AUM
$82B
Inception
Jan 20, 2004

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

Both funds come from IShares. ITOT is an equity ETF, while IVW is a U.S. growth equity ETF. ITOT and IVW share a large chunk of the same portfolio weight. The overlap is driven by positions like NVDA, AAPL, and MSFT, so owning both may not diversify your stock exposure as much as the fund names suggest.

02

How They Differ

Both funds come from IShares. ITOT is an equity ETF, while IVW is a U.S. growth equity ETF. IVW is the broader fund, while ITOT is the more targeted sleeve. ITOT 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 30.1% 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, ITOT is the narrower expression. ITOT has the lower expense ratio, while IVW charges more for its exposure.

Overlap Driver Snapshot

Concentration

The top three shared holdings explain 30.1% 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 ITOT and IVW.

HoldingITOT Wt.IVW Wt.Overlap
NVDA6.84%14.73%6.84%
AAPL5.87%6.32%5.87%
MSFT4.59%9.89%4.59%
AMZN3.17%3.63%3.17%
GOOGL2.72%5.86%2.72%
AVGO2.46%5.31%2.46%
GOOG2.17%4.68%2.17%
META2.17%4.67%2.17%
TSLA1.71%2.28%1.71%
BRK-B1.38%2.97%1.38%

Why These ETFs Overlap

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

Holding both ITOT and IVW may add less diversification than you expect. Many investors would choose the ETF that best matches their goal and avoid paying for duplicate exposure.

Related Comparisons

Frequently Asked Questions About ITOT and IVW

What is the overlap between ITOT and IVW?+
ITOT and IVW currently show an estimated weighted overlap of 57.47% based on the loaded holdings data.
How many holdings do ITOT and IVW share?+
They share 138 holdings in the current dataset.
Is the ITOT and IVW overlap high?+
The current verdict is High Overlap. That means the two ETFs have substantial duplication in portfolio weight.
Why do ITOT and IVW overlap?+
ITOT and IVW overlap because the same large positions appear in both funds. In this comparison, the top three shared holdings explain 30.1% of the measured overlap score.
Which ETF is broader, ITOT or IVW?+
IVW is the broader fund, while ITOT 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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