IWD vs TSPF: 0% overlap

iShares Russell 1000 Value ETF and TSP F Fund — shown via aggregate-bond proxy share 0.1% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Hold both, 50/50
2.0Effective Funds

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

Overlap
0.1%
IWD expense ratio
0.19%
TSPF expense ratio
0.05%

Top shared holdings

IWD and TSPF hold 1 of the same securities. The ten contributing most to the overlap figure:

Holdingin IWDin TSPFΔ
CASH0.1%2.7%2.6%

Where IWD and TSPF 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.

SectorIWDTSPFΔ
Treasuries0.0%46.5%46.5pp
MBS Pass-Through0.0%24.1%24.1pp
Information Technology18.0%0.0%+18.0pp
Corporate — industrial & other0.0%14.3%14.3pp
Health Care12.7%0.0%+12.7pp
Financials19.6%8.0%+11.5pp
Industrials11.3%0.0%+11.3pp
Consumer Discretionary10.2%0.0%+10.2pp

Δ is IWD minus TSPF, 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
870 positions

99.9% of IWD by weight, held in no part of TSPF.

Only in TSPF
1,862 positions

99.4% of TSPF 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

IWDTSPF
Top 10 holdings27.8%75.3%
Positions held8721,864
Cost per $10,000 held, per year$19$5

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 TSPF overlap?

IWD and TSPF overlap 0.1% by portfolio weight — largely distinct portfolios. They share 1 holdings. The figure comes from current issuer holdings files (IWD as of 2026-07-23, TSPF as of 2026-07-23).

How is the overlap between IWD and TSPF 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 TSPF 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 TSPF?

That depends on your goals — we state facts, not advice. At 0.1% overlap, each fund still contributes meaningfully distinct exposure.

What does IWD own that TSPF doesn't?

IWD holds 872 positions and TSPF holds 1,864; 870 of IWD's positions don't appear in TSPF at all, and they are 99.9% of IWD by weight.

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Related comparisons

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