IWD vs IVW overlap
IWD and IVW overlap 30.0% by weight, across 84 shared holdings.
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Top shared holdings
| Holding | IWD | IVW | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 5.37% | 5.98% | 5.37% |
| Microsoft Corp.MSFT | 3.88% | 7.80% | 3.88% |
| Amazon.COM Inc.AMZN | 5.93% | 3.48% | 3.48% |
| Berkshire HATH-BBRK/B | 2.61% | 2.58% | 2.58% |
| JPMorgan ChaseJPM | 2.45% | 1.68% | 1.68% |
| Johnson&JohnsonJNJ | 1.71% | 1.02% | 1.02% |
| RTX Corp.RTX | 0.72% | 0.72% | 0.72% |
| Cisco SystemsCSCO | 1.30% | 0.69% | 0.69% |
| META Platforms-aMETA | 0.63% | 3.48% | 0.63% |
| Abbvie Inc.ABBV | 1.15% | 0.58% | 0.58% |
| Goldman Sachs GPGS | 0.82% | 0.55% | 0.55% |
| Welltower Inc.WELL | 0.45% | 0.45% | 0.45% |
| Philip Morris inPM | 0.79% | 0.44% | 0.44% |
| Morgan StanleyMS | 0.66% | 0.43% | 0.43% |
| IBMIBM | 0.74% | 0.39% | 0.39% |
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; IVW, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IWD | IVW |
|---|---|---|
| Morgan Stanley | $9.9B | $4.8B |
| Bank of America Corp. | $10.8B | $2.9B |
| Envestnet Asset Management Inc. | $1.6B | $6.8B |
| JPMorgan Chase & Co | $2.1B | $5.4B |
| LPL Financial LLC | $980.1M | $3.0B |
| Wells Fargo & Company | $1.4B | $2.1B |
| Goldman Sachs Group Inc. | $2.8B | $581.1M |
| Ameriprise Financial Inc. | $2.1B | $1.1B |
| UBS Group AG | $1.5B | $1.1B |
| FMR LLC | $2.2B | $281.6M |
| Financial Engines Advisors L.L.C. | $1.9B | $29.2M |
| Raymond James Financial Inc. | $1.3B | $586.3M |
| Baird Financial Group, Inc. | $1.5B | $107.7M |
| Stifel Financial Corp. | $441.7M | $1.1B |
| PNC Financial Services Group, Inc. | $826.9M | $720.1M |
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, IVW institutional holders.
Frequently asked questions
How much do IWD and IVW overlap?
30.0% by weight, with 84 holdings in common, using holdings for IWD as of June 30, 2026 and IVW as of June 30, 2026. The largest shared position is AAPL.
Do institutions hold both IWD and IVW?
1,258 Form 13F filers report positions in both, out of 2,849 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%.