IWF vs IVV overlap
IWF and IVV overlap 57.5% by weight, across 177 shared holdings.
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Top shared holdings
| Holding | IWF | IVV | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 13.83% | 7.51% | 7.51% |
| Apple Inc.AAPL | 6.72% | 6.58% | 6.58% |
| Microsoft Corp.MSFT | 4.11% | 4.29% | 4.11% |
| Alphabet Inc.-aGOOGL | 6.17% | 3.25% | 3.25% |
| Broadcom Inc.AVGO | 5.21% | 2.77% | 2.77% |
| Alphabet Inc.-CGOOG | 4.98% | 2.59% | 2.59% |
| Micron TechMU | 3.86% | 2.02% | 2.02% |
| META Platforms-aMETA | 3.00% | 1.92% | 1.92% |
| Tesla Inc.TSLA | 3.64% | 1.83% | 1.83% |
| ELI Lilly & CoLLY | 2.84% | 1.47% | 1.47% |
| ADV Micro DeviceAMD | 2.80% | 1.47% | 1.47% |
| Applied MaterialAMAT | 1.70% | 0.89% | 0.89% |
| VISA Inc.-Class aV | 1.68% | 0.88% | 0.88% |
| LAM ResearchLRCX | 1.60% | 0.84% | 0.84% |
| Caterpillar Inc.CAT | 1.43% | 0.76% | 0.76% |
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: IWF, SEC Form N-PORT, June 30, 2026; IVV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IWF | IVV |
|---|---|---|
| BlackRock, Inc. | $567.3M | $65.8B |
| Envestnet Asset Management Inc. | $2.6B | $31.0B |
| Morgan Stanley | $14.8B | $18.5B |
| Bank of America Corp. | $13.5B | $16.6B |
| Northwestern Mutual Wealth Management Co | $335.5M | $26.2B |
| Creative Planning | $232.1M | $18.4B |
| JPMorgan Chase & Co | $3.2B | $15.3B |
| Wells Fargo & Company | $2.2B | $15.3B |
| Jones Financial Companies LLLP | $473.9M | $14.2B |
| PNC Financial Services Group, Inc. | $1.5B | $11.5B |
| LPL Financial LLC | $1.9B | $11.1B |
| Royal Bank of Canada | $928.8M | $11.6B |
| Goldman Sachs Group Inc. | $3.4B | $8.8B |
| Millennium Management LLC | $4.2M | $10.9B |
| Bank of New York Mellon Corp | $593.6M | $10.2B |
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: IWF institutional holders, IVV institutional holders.
Frequently asked questions
How much do IWF and IVV overlap?
57.5% by weight, with 177 holdings in common, using holdings for IWF as of June 30, 2026 and IVV as of June 30, 2026. The largest shared position is NVDA.
Do institutions hold both IWF and IVV?
2,184 Form 13F filers report positions in both, out of 4,427 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%.