IWD vs IVV overlap
IWD and IVV overlap 57.2% by weight, across 425 shared holdings.
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Top shared holdings
| Holding | IWD | IVV | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 5.37% | 6.58% | 5.37% |
| Microsoft Corp.MSFT | 3.88% | 4.29% | 3.88% |
| Amazon.COM Inc.AMZN | 5.93% | 3.61% | 3.61% |
| Berkshire HATH-BBRK/B | 2.61% | 1.42% | 1.42% |
| JPMorgan ChaseJPM | 2.45% | 1.36% | 1.36% |
| Intel Corp.INTC | 1.72% | 1.02% | 1.02% |
| Johnson&JohnsonJNJ | 1.71% | 0.95% | 0.95% |
| Exxon Mobil Corp.XOM | 1.59% | 0.88% | 0.88% |
| Walmart Inc.WMT | 1.27% | 0.77% | 0.77% |
| Cisco SystemsCSCO | 1.30% | 0.72% | 0.72% |
| Abbvie Inc.ABBV | 1.15% | 0.69% | 0.69% |
| Costco WholesaleCOST | 0.65% | 0.64% | 0.64% |
| META Platforms-aMETA | 0.63% | 1.92% | 0.63% |
| Unitedhealth GRPUNH | 1.05% | 0.58% | 0.58% |
| Bank of AmericaBAC | 0.98% | 0.58% | 0.58% |
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: IWD, SEC Form N-PORT, June 30, 2026; IVV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IWD | IVV |
|---|---|---|
| BlackRock, Inc. | $81.8M | $65.8B |
| Envestnet Asset Management Inc. | $1.6B | $31.0B |
| Marshall WACE, LLP | $2.4M | $29.8B |
| Morgan Stanley | $9.9B | $18.5B |
| Bank of America Corp. | $10.8B | $16.6B |
| Northwestern Mutual Wealth Management Co | $100.5M | $26.2B |
| Creative Planning | $123.4M | $18.4B |
| JPMorgan Chase & Co | $2.1B | $15.3B |
| Wells Fargo & Company | $1.4B | $15.3B |
| Jones Financial Companies LLLP | $659.8M | $14.2B |
| Citadel Advisors LLC | $16.4M | $13.2B |
| PNC Financial Services Group, Inc. | $826.9M | $11.5B |
| Royal Bank of Canada | $530.3M | $11.6B |
| LPL Financial LLC | $980.1M | $11.1B |
| Goldman Sachs Group Inc. | $2.8B | $8.8B |
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: IWD institutional holders, IVV institutional holders.
Frequently asked questions
How much do IWD and IVV overlap?
57.2% by weight, with 425 holdings in common, using holdings for IWD as of June 30, 2026 and IVV as of June 30, 2026. The largest shared position is AAPL.
Do institutions hold both IWD and IVV?
1,744 Form 13F filers report positions in both, out of 4,337 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%.