XLP vs IYW overlap
XLP and IYW 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: XLP, SEC Form N-PORT, June 30, 2026; IYW, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XLP | IYW |
|---|---|---|
| Bank of America Corp. | $1.5B | $866.2M |
| Morgan Stanley | $806.0M | $1.3B |
| PGIM Custom Harvest LLC | $79.8M | $1.1B |
| JPMorgan Chase & Co | $793.9M | $329.4M |
| LPL Financial LLC | $297.2M | $765.7M |
| UBS Group AG | $469.2M | $435.8M |
| Goldman Sachs Group Inc. | $676.2M | $98.2M |
| Wells Fargo & Company | $265.2M | $374.0M |
| Citigroup Inc. | $570.5M | $15.0M |
| Barclays PLC | $538.4M | $1K |
| Raymond James Financial Inc. | $155.4M | $362.1M |
| BNP Paribas Financial Markets | $485.0M | $1.2M |
| Envestnet Asset Management Inc. | $68.8M | $341.2M |
| Royal Bank of Canada | $101.8M | $232.7M |
| RiverFront Investment Group, LLC | $18.7M | $263.1M |
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: XLP institutional holders, IYW institutional holders.
Frequently asked questions
How much do XLP and IYW overlap?
0.0% by weight, with 0 holdings in common, using holdings for XLP as of June 30, 2026 and IYW as of July 31, 2026.
Do institutions hold both XLP and IYW?
637 Form 13F filers report positions in both, out of 1,904 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%.