VXF vs IWY overlap
VXF and IWY overlap 0.6% by weight, across 4 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | VXF | IWY | Overlap |
|---|---|---|---|
| Space Explorat-aSPCX | 1.18% | 0.28% | 0.28% |
| Bloom Energy C-aBE | 0.93% | 0.28% | 0.28% |
| General ElectricGE | 0.00% | 1.33% | 0.00% |
| Marvell TechnoloMRVL | 0.00% | 0.89% | 0.00% |
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: VXF, SEC Form N-PORT, June 30, 2026; IWY, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VXF | IWY |
|---|---|---|
| Bank of America Corp. | $567.3M | $979.9M |
| Morgan Stanley | $1.1B | $393.4M |
| TIAA-CREF Individual & Institutional Services, LLC | $2.9M | $1.4B |
| Envestnet Asset Management Inc. | $1.1B | $116.0M |
| Ameriprise Financial Inc. | $142.9M | $1.0B |
| Envestnet Portfolio Solutions, Inc. | $20.8M | $1.1B |
| LPL Financial LLC | $262.2M | $682.6M |
| Mercer Global Advisors Inc. | $451.4M | $1.3M |
| Wells Fargo & Company | $202.6M | $224.9M |
| Cambridge Investment Research Advisors, Inc. | $219.0M | $204.7M |
| Raymond James Financial Inc. | $193.1M | $172.6M |
| Fifth Third Bancorp | $345.5M | $5.4M |
| Mariner, LLC | $54.8M | $288.4M |
| Royal Bank of Canada | $261.6M | $78.5M |
| Vanguard Advisers Inc. | $334.0M | $90K |
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: VXF institutional holders, IWY institutional holders.
Frequently asked questions
How much do VXF and IWY overlap?
0.6% by weight, with 4 holdings in common, using holdings for VXF as of June 30, 2026 and IWY as of June 30, 2026. The largest shared position is SPCX.
Do institutions hold both VXF and IWY?
354 Form 13F filers report positions in both, out of 1,395 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%.