RSP vs IVW overlap
RSP and IVW overlap 20.2% by weight, across 147 shared holdings.
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Top shared holdings
| Holding | RSP | IVW | Overlap |
|---|---|---|---|
| PALO ALTO NetworPANW | 0.24% | 0.44% | 0.24% |
| RTX Corp.RTX | 0.23% | 0.72% | 0.23% |
| Booking HoldingsBKNG | 0.23% | 0.39% | 0.23% |
| Arista NetworksANET | 0.23% | 0.49% | 0.23% |
| Crowdstrike HO-aCRWD | 0.23% | 0.55% | 0.23% |
| Datadog Inc.-aDDOG | 0.23% | 0.24% | 0.23% |
| Mastercard Inc.-aMA | 0.23% | 0.78% | 0.23% |
| Microsoft Corp.MSFT | 0.23% | 7.80% | 0.23% |
| Royal CaribbeanRCL | 0.23% | 0.22% | 0.22% |
| GE Vernova Inc.GEV | 0.22% | 0.89% | 0.22% |
| Amazon.COM Inc.AMZN | 0.22% | 3.48% | 0.22% |
| Amgen Inc.AMGN | 0.22% | 0.37% | 0.22% |
| JPMorgan ChaseJPM | 0.22% | 1.68% | 0.22% |
| VISA Inc.-Class aV | 0.22% | 0.88% | 0.22% |
| Howmet AerospaceHWM | 0.22% | 0.30% | 0.22% |
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: RSP, SEC Form N-PORT, July 31, 2026; IVW, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | RSP | IVW |
|---|---|---|
| Morgan Stanley | $6.9B | $4.8B |
| Bank of America Corp. | $5.2B | $2.9B |
| Envestnet Asset Management Inc. | $416.7M | $6.8B |
| Northwestern Mutual Wealth Management Co | $6.0B | $228.0M |
| JPMorgan Chase & Co | $414.7M | $5.4B |
| LPL Financial LLC | $1.4B | $3.0B |
| Wells Fargo & Company | $1.4B | $2.1B |
| UBS Group AG | $1.7B | $1.1B |
| Goldman Sachs Group Inc. | $1.7B | $581.1M |
| Ameriprise Financial Inc. | $685.9M | $1.1B |
| Raymond James Financial Inc. | $906.8M | $586.3M |
| Stifel Financial Corp. | $216.4M | $1.1B |
| Royal Bank of Canada | $827.2M | $495.4M |
| Cresset Asset Management, LLC | $934.7M | $21.6M |
| Cetera Investment Advisers | $251.4M | $658.7M |
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: RSP institutional holders, IVW institutional holders.
Frequently asked questions
How much do RSP and IVW overlap?
20.2% by weight, with 147 holdings in common, using holdings for RSP as of July 31, 2026 and IVW as of June 30, 2026. The largest shared position is PANW.
Do institutions hold both RSP and IVW?
1,229 Form 13F filers report positions in both, out of 3,214 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%.