RSP vs IWD overlap
RSP and IWD overlap 45.4% by weight, across 424 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | RSP | IWD | Overlap |
|---|---|---|---|
| RTX Corp.RTX | 0.23% | 0.72% | 0.23% |
| Thermo FisherTMO | 0.23% | 0.52% | 0.23% |
| Abbott LabsABT | 0.23% | 0.44% | 0.23% |
| Schwab (Charles)SCHW | 0.23% | 0.39% | 0.23% |
| Capital One FINACOF | 0.23% | 0.35% | 0.23% |
| Bristol-MYER SQBBMY | 0.23% | 0.33% | 0.23% |
| Microsoft Corp.MSFT | 0.23% | 3.88% | 0.23% |
| Amazon.COM Inc.AMZN | 0.22% | 5.93% | 0.22% |
| JPMorgan ChaseJPM | 0.22% | 2.45% | 0.22% |
| Bank of AmericaBAC | 0.22% | 0.98% | 0.22% |
| Marsh & McLennanMRSH | 0.22% | 0.23% | 0.22% |
| General DynamicsGD | 0.22% | 0.25% | 0.22% |
| Bank NY MellonBNY | 0.22% | 0.26% | 0.22% |
| Parker HannifinPH | 0.22% | 0.35% | 0.22% |
| Abbvie Inc.ABBV | 0.22% | 1.15% | 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; IWD, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | RSP | IWD |
|---|---|---|
| Morgan Stanley | $6.9B | $9.9B |
| Bank of America Corp. | $5.2B | $10.8B |
| Northwestern Mutual Wealth Management Co | $6.0B | $100.5M |
| Goldman Sachs Group Inc. | $1.7B | $2.8B |
| UBS Group AG | $1.7B | $1.5B |
| Wells Fargo & Company | $1.4B | $1.4B |
| Ameriprise Financial Inc. | $685.9M | $2.1B |
| JPMorgan Chase & Co | $414.7M | $2.1B |
| LPL Financial LLC | $1.4B | $980.1M |
| FMR LLC | $37.5M | $2.2B |
| Raymond James Financial Inc. | $906.8M | $1.3B |
| Envestnet Asset Management Inc. | $416.7M | $1.6B |
| Financial Engines Advisors L.L.C. | $742K | $1.9B |
| Baird Financial Group, Inc. | $65.4M | $1.5B |
| Royal Bank of Canada | $827.2M | $530.3M |
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, IWD institutional holders.
Frequently asked questions
How much do RSP and IWD overlap?
45.4% by weight, with 424 holdings in common, using holdings for RSP as of July 31, 2026 and IWD as of June 30, 2026. The largest shared position is RTX.
Do institutions hold both RSP and IWD?
1,174 Form 13F filers report positions in both, out of 3,116 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%.