IVV vs IVW Overlap

Both funds come from IShares. IVV is a U.S. large-cap core ETF, while IVW is a U.S. growth equity ETF. IVV and IVW show heavy overlap, with an estimated weighted overlap of 64.33%. They share 138 holdings in the loaded dataset, led by NVDA, AAPL, and MSFT.

64.3% overlap
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138Shared Holdings
OK
High Overlap

Served from cache.

Quick Answer

Both funds come from IShares. IVV is a U.S. large-cap core ETF, while IVW is a U.S. growth equity ETF. IVV and IVW show heavy overlap, with an estimated weighted overlap of 64.33%. They share 138 holdings in the loaded dataset, led by NVDA, AAPL, and MSFT.

  • 64.33% weighted overlap across 138 shared holdings.
  • The top three shared holdings explain 29.91% of the measured overlap.
  • IVV and IVW 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 may add less diversification than the fund names imply.

Data Freshness

IVV 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

IVV

iShares Core S&P 500 ETF

Issuer
IShares
Asset class
Equity
Expense ratio
0.03%
AUM
$733B
Inception
May 15, 2000

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. IVV is a U.S. large-cap core ETF, while IVW is a U.S. growth equity ETF. IVV 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. IVV is a U.S. large-cap core ETF, while IVW is a U.S. growth equity ETF. Neither fund clearly dominates on breadth, so the practical difference is more about weighting, index construction, and cost. IVV 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 29.91% 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 IVV and IVW are closer in breadth, the better fit usually comes down to index methodology, issuer preference, and cost. IVV has the lower expense ratio, while IVW charges more for its exposure.

Overlap Driver Snapshot

Concentration

The top three shared holdings explain 29.91% 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 IVV and IVW.

HoldingIVV Wt.IVW Wt.Overlap
NVDA7.73%14.73%7.73%
AAPL6.64%6.32%6.32%
MSFT5.19%9.89%5.19%
AMZN3.59%3.63%3.59%
GOOGL3.08%5.86%3.08%
AVGO2.79%5.31%2.79%
GOOG2.46%4.68%2.46%
META2.45%4.67%2.45%
TSLA1.93%2.28%1.93%
BRK-B1.56%2.97%1.56%

Why These ETFs Overlap

Both funds come from IShares. IVV is a U.S. large-cap core 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 IVV 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 IVV and IVW

What is the overlap between IVV and IVW?+
IVV and IVW currently show an estimated weighted overlap of 64.33% based on the loaded holdings data.
How many holdings do IVV and IVW share?+
They share 138 holdings in the current dataset.
Is the IVV and IVW overlap high?+
The current verdict is High Overlap. That means the two ETFs have substantial duplication in portfolio weight.
Why do IVV and IVW overlap?+
IVV and IVW overlap because the same large positions appear in both funds. In this comparison, the top three shared holdings explain 29.91% of the measured overlap score.
Which ETF is broader, IVV or IVW?+
IVV and IVW 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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