XLU vs IYW overlap
XLU 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: XLU, SEC Form N-PORT, June 30, 2026; IYW, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XLU | IYW |
|---|---|---|
| Morgan Stanley | $997.4M | $1.3B |
| Bank of America Corp. | $1.3B | $866.2M |
| LPL Financial LLC | $690.4M | $765.7M |
| JPMorgan Chase & Co | $1.0B | $329.4M |
| PGIM Custom Harvest LLC | $68.1M | $1.1B |
| Wells Fargo & Company | $605.2M | $374.0M |
| UBS Group AG | $432.4M | $435.8M |
| Raymond James Financial Inc. | $345.1M | $362.1M |
| Envestnet Asset Management Inc. | $308.3M | $341.2M |
| Ameriprise Financial Inc. | $388.9M | $149.6M |
| Royal Bank of Canada | $298.0M | $232.7M |
| Goldman Sachs Group Inc. | $274.9M | $98.2M |
| BNP Paribas Financial Markets | $357.7M | $1.2M |
| Osaic Holdings, Inc. | $190.7M | $161.0M |
| RiverFront Investment Group, LLC | $234K | $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: XLU institutional holders, IYW institutional holders.
Frequently asked questions
How much do XLU and IYW overlap?
0.0% by weight, with 0 holdings in common, using holdings for XLU as of June 30, 2026 and IYW as of July 31, 2026.
Do institutions hold both XLU and IYW?
702 Form 13F filers report positions in both, out of 2,175 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%.