IWF vs VTV: 13% overlap

iShares Russell 1000 Growth ETF and Vanguard Value ETF share 13.1% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Hold both, 50/50
1.9Effective Funds

You would hold two tickers and get the diversification of 1.9. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
13.1%
IWF expense ratio
0.19%
VTV expense ratio
0.03%

Top shared holdings

IWF and VTV hold 78 of the same securities. The ten contributing most to the overlap figure:

Holdingin IWFin VTVΔ
MU3.5%4.9%1.4%
CAT1.3%1.8%0.6%
HD0.7%1.3%0.6%
GE1.1%0.7%0.4%
TXN0.8%0.5%0.3%
AMGN0.4%0.7%0.3%
GLW0.4%0.4%0.0%
LMT0.4%0.4%0.1%
TT0.3%0.4%0.1%
MCK0.3%0.3%0.0%

Where IWF and VTV 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.

SectorIWFVTVΔ
Information Technology55.0%14.1%+40.9pp
Financials4.7%22.1%17.4pp
Communication Services15.7%2.9%+12.8pp
Health Care5.6%15.1%9.5pp
Consumer Staples1.3%8.7%7.4pp
Industrials8.5%15.0%6.4pp
Energy0.5%6.8%6.3pp
Utilities0.3%4.8%4.5pp

Δ is IWF minus VTV, 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 IWF
291 positions

86.0% of IWF by weight, held in no part of VTV.

Only in VTV
231 positions

66.4% of VTV by weight, held in no part of IWF.

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

Concentration and cost

IWFVTV
Top 10 holdings56.1%23.6%
Positions held370309
Cost per $10,000 held, per year$19$3

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 IWF and VTV overlap?

IWF and VTV overlap 13.1% by portfolio weight — largely distinct portfolios. They share 78 holdings. The figure comes from current issuer holdings files (IWF as of 2026-07-23, VTV as of 2026-06-30).

How is the overlap between IWF and VTV calculated?

As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If IWF holds a stock at 6% and VTV 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 IWF and VTV?

That depends on your goals — we state facts, not advice. At 13.1% overlap, each fund still contributes meaningfully distinct exposure.

What does IWF own that VTV doesn't?

IWF holds 370 positions and VTV holds 309; 291 of IWF's positions don't appear in VTV at all, and they are 86.0% of IWF by weight.

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Related comparisons

Sources: issuer holdings files, IWF as of 2026-07-23, VTV as of 2026-06-30. Weights are fractions of each fund. Diagnostics, not advice.