IWD vs PRWCX: 17% overlap

iShares Russell 1000 Value ETF and T. Rowe Price Capital Appreciation share 16.9% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Different holding dates. These holdings were published about 4 months apart — PRWCX as of 2026-03-31, the rest through 2026-07-23. Each fund is compared using its most recent file, so any trading in between shows up as a difference.

Hold both, 50/50
1.8Effective Funds

You would hold two tickers and get the diversification of 1.8. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
16.9%
IWD expense ratio
0.19%
PRWCX expense ratio
0.72%

Top shared holdings

IWD and PRWCX hold 28 of the same securities. The ten contributing most to the overlap figure:

Holdingin IWDin PRWCXΔ
AMZN5.7%4.8%0.9%
MSFT3.9%4.2%0.3%
AAPL5.9%3.6%2.3%
UNH1.1%0.8%0.3%
JPM2.6%0.7%1.9%
META0.7%3.7%3.0%
DHR0.3%0.7%0.3%
CVX1.0%0.2%0.8%
ABT0.5%0.2%0.3%
COP0.4%0.2%0.2%

Where IWD and PRWCX differ

Sector weights as a share of each fund, ordered by the size of the gap rather than the size of the sector — two funds that overlap heavily still usually diverge somewhere.

SectorIWDPRWCXΔ
Unclassified0.0%20.3%20.3pp
Treasuries0.0%18.2%18.2pp
Financials19.6%2.4%+17.2pp
Industrials11.3%0.9%+10.4pp
Consumer Staples7.4%0.6%+6.8pp
Energy6.1%0.7%+5.4pp
Cash & Other0.1%5.0%5.0pp
Real Estate3.7%0.0%+3.7pp

Δ is IWD minus PRWCX, in percentage points. Sector data is not published by every issuer, so “Unclassified” is a real category rather than a gap in the table.

What each fund holds alone

Only in IWD
843 positions

76.2% of IWD by weight, held in no part of PRWCX.

Only in PRWCX
122 positions

57.7% of PRWCX by weight, held in no part of IWD.

A large count with a small weight is the usual shape: the positions one fund adds are typically its smallest ones.

Concentration and cost

IWDPRWCX
Top 10 holdings27.8%46.0%
Positions held872151
Cost per $10,000 held, per year$19$72

Cost is the expense ratio applied to $10,000; it excludes any brokerage commission, bid-ask spread or tax consequence. Figures are facts about the funds, not a suggestion about which to hold.

Frequently asked

How much do IWD and PRWCX overlap?

IWD and PRWCX overlap 16.9% by portfolio weight — moderate overlap. They share 28 holdings. The figure comes from current issuer holdings files (IWD as of 2026-07-23, PRWCX as of 2026-03-31).

How is the overlap between IWD and PRWCX calculated?

As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If IWD holds a stock at 6% and PRWCX holds the same stock at 4%, 4% counts as shared. The result is bounded between 0% and 100%, and it is computed after looking through any fund-of-funds to the underlying holdings.

Is it redundant to hold both IWD and PRWCX?

That depends on your goals — we state facts, not advice. At 16.9% overlap, each fund still contributes meaningfully distinct exposure.

What does IWD own that PRWCX doesn't?

IWD holds 872 positions and PRWCX holds 151; 843 of IWD's positions don't appear in PRWCX at all, and they are 76.2% of IWD by weight.

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Related comparisons

Sources: issuer holdings files, IWD as of 2026-07-23, PRWCX as of 2026-03-31. Weights are fractions of each fund. Diagnostics, not advice.