IYW vs GDX overlap
IYW and GDX overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: IYW, SEC Form N-PORT, July 31, 2026; GDX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IYW | GDX |
|---|---|---|
| Morgan Stanley | $1.3B | $1.2B |
| Bank of Montreal | $22.9M | $1.8B |
| Bank of America Corp. | $866.2M | $682.0M |
| UBS Group AG | $435.8M | $623.7M |
| LPL Financial LLC | $765.7M | $269.0M |
| Wells Fargo & Company | $374.0M | $195.0M |
| Goldman Sachs Group Inc. | $98.2M | $426.7M |
| JPMorgan Chase & Co | $329.4M | $150.5M |
| Raymond James Financial Inc. | $362.1M | $103.7M |
| Royal Bank of Canada | $232.7M | $232.8M |
| Envestnet Asset Management Inc. | $341.2M | $35.2M |
| Schroder Investment Management Group | $310.6M | $38.2M |
| Citigroup Inc. | $15.0M | $313.8M |
| D. E. Shaw & Co., Inc. | $563K | $280.4M |
| Two Sigma Investments, LP | $71.2M | $208.6M |
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: IYW institutional holders, GDX institutional holders.
Frequently asked questions
How much do IYW and GDX overlap?
0.0% by weight, with 0 holdings in common, using holdings for IYW as of July 31, 2026 and GDX as of June 30, 2026.
Do institutions hold both IYW and GDX?
531 Form 13F filers report positions in both, out of 1,887 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%.