IWB vs IWF Overlap

Both funds come from IShares. IWB is an equity ETF, while IWF is a U.S. growth equity ETF. IWB and IWF show heavy overlap, with an estimated weighted overlap of 57.22%. They share 386 holdings in the loaded dataset, led by NVDA, AAPL, and MSFT.

57.2% overlap
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386Shared Holdings
OK
High Overlap

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Quick Answer

Both funds come from IShares. IWB is an equity ETF, while IWF is a U.S. growth equity ETF. IWB and IWF show heavy overlap, with an estimated weighted overlap of 57.22%. They share 386 holdings in the loaded dataset, led by NVDA, AAPL, and MSFT.

  • 57.22% weighted overlap across 386 shared holdings.
  • The top three shared holdings explain 31.26% of the measured overlap.
  • IWB and IWF 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

IWB holdings
Mar 12, 2026
IWF 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

IWB

iShares Russell 1000 ETF

Issuer
IShares
Asset class
Equity
Expense ratio
0.15%
AUM
$45B
Inception
May 15, 2000

ETF B

IWF

iShares Russell 1000 Growth ETF

Issuer
IShares
Asset class
Equity
Expense ratio
0.18%
AUM
$117B
Inception
May 22, 2000

What Stands Out In This Comparison

01

What This Means

Both funds come from IShares. IWB is an equity ETF, while IWF is a U.S. growth equity ETF. IWB and IWF 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. IWB is an equity ETF, while IWF 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. IWB has the lower expense ratio, while IWF 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 31.26% 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 IWB and IWF are closer in breadth, the better fit usually comes down to index methodology, issuer preference, and cost. IWB has the lower expense ratio, while IWF charges more for its exposure.

Overlap Driver Snapshot

Concentration

The top three shared holdings explain 31.26% 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 IWB and IWF.

HoldingIWB Wt.IWF Wt.Overlap
NVDA6.95%12.68%6.95%
AAPL6.11%11.18%6.11%
MSFT4.83%8.91%4.83%
AMZN3.30%4.41%3.30%
GOOGL2.87%3.53%2.87%
AVGO2.54%4.91%2.54%
GOOG2.33%2.87%2.33%
META2.29%3.78%2.29%
TSLA1.81%3.54%1.81%
LLY1.29%2.79%1.29%

Why These ETFs Overlap

Both funds come from IShares. IWB is an equity ETF, while IWF 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 IWB and IWF 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 IWB and IWF

What is the overlap between IWB and IWF?+
IWB and IWF currently show an estimated weighted overlap of 57.22% based on the loaded holdings data.
How many holdings do IWB and IWF share?+
They share 386 holdings in the current dataset.
Is the IWB and IWF overlap high?+
The current verdict is High Overlap. That means the two ETFs have substantial duplication in portfolio weight.
Why do IWB and IWF overlap?+
IWB and IWF overlap because the same large positions appear in both funds. In this comparison, the top three shared holdings explain 31.26% of the measured overlap score.
Which ETF is broader, IWB or IWF?+
IWB and IWF 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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