IWB vs IVE overlap
IWB and IVE overlap 54.4% by weight, across 433 shared holdings.
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Top shared holdings
| Holding | IWB | IVE | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 6.03% | 7.32% | 6.03% |
| Amazon.COM Inc.AMZN | 3.33% | 3.78% | 3.33% |
| Tesla Inc.TSLA | 1.77% | 1.55% | 1.55% |
| JPMorgan ChaseJPM | 1.26% | 0.97% | 0.97% |
| Intel Corp.INTC | 0.88% | 2.27% | 0.88% |
| Johnson&JohnsonJNJ | 0.88% | 0.86% | 0.86% |
| Exxon Mobil Corp.XOM | 0.82% | 1.95% | 0.82% |
| VISA Inc.-Class aV | 0.82% | 0.88% | 0.82% |
| Walmart Inc.WMT | 0.72% | 1.71% | 0.72% |
| Cisco SystemsCSCO | 0.67% | 0.75% | 0.67% |
| Abbvie Inc.ABBV | 0.64% | 0.83% | 0.64% |
| Costco WholesaleCOST | 0.60% | 1.43% | 0.60% |
| General ElectricGE | 0.56% | 0.64% | 0.56% |
| Bank of AmericaBAC | 0.54% | 1.28% | 0.54% |
| Unitedhealth GRPUNH | 0.54% | 1.30% | 0.54% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: IWB, SEC Form N-PORT, June 30, 2026; IVE, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IWB | IVE |
|---|---|---|
| Envestnet Asset Management Inc. | $1.6B | $5.3B |
| JPMorgan Chase & Co | $664.1M | $3.7B |
| FMR LLC | $4.1B | $185.7M |
| Morgan Stanley | $835.7M | $3.4B |
| Bank of America Corp. | $1.9B | $2.2B |
| Jones Financial Companies LLLP | $3.5B | $145.3M |
| LPL Financial LLC | $1.0B | $2.2B |
| Wells Fargo & Company | $646.1M | $1.4B |
| PNC Financial Services Group, Inc. | $947.3M | $501.8M |
| BlackRock, Inc. | $937.7M | $458.8M |
| M&T Bank Corp | $1.2B | $174.5M |
| UBS Group AG | $466.2M | $813.8M |
| Northern Trust Corp. | $1.0B | $42.5M |
| Focus Partners Wealth | $761.4M | $273.7M |
| Stifel Financial Corp. | $85.7M | $809.8M |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: IWB institutional holders, IVE institutional holders.
Frequently asked questions
How much do IWB and IVE overlap?
54.4% by weight, with 433 holdings in common, using holdings for IWB as of June 30, 2026 and IVE as of June 30, 2026. The largest shared position is AAPL.
Do institutions hold both IWB and IVE?
917 Form 13F filers report positions in both, out of 2,397 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.