IWB vs IWV: Holdings Overlap
iShares · 1005 holdings · $49.9B · as of 2026-03-31
iShares · 2590 holdings · $20.4B · as of 2026-03-31
How similar are IWB and IWV?
iShares Russell 1000 ETF (IWB, by iShares) holds 1005 positions; iShares Russell 3000 ETF (IWV, by iShares) holds 2590. They have 1003 holdings in common, and by portfolio weight the two funds are 95.2% identical. In practical terms the pair is essentially interchangeable, so holding both adds little diversification.
- Overlap by Weight
- 95.2%Sum of the smaller weight of each shared holding
- Shared Holdings
- 1003IWB holds 1005 · IWV holds 2590
- Weight in Shared Holdings
- IWB 100%·IWV 95%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in IWB
2 of 1005 positions (0.0% of the fund) are not held by IWV.
Only in IWV
1587 of 2590 positions (4.6% of the fund) are not held by IWB. Showing the top 30 by weight.
Sector Breakdown
| Sector | IWB | IWV |
|---|---|---|
| Information Technology | 30.9% | 30.1% |
| Financials | 12.9% | 13.0% |
| Industrials | 9.9% | 10.3% |
| Communication Services | 10.2% | 9.8% |
| Consumer Discretionary | 10.0% | 9.9% |
| Other Sectors | 26.0% | 26.5% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IWB | +3.4% | +13.9% | +23.1% | +20.9% | +12.6% | +15.0% | 0.89% |
| IWV | +3.3% | +14.3% | +23.8% | +20.7% | +12.2% | +14.7% | 0.85% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in IWB vs IWV →
Shared Holdings(1003)
The top 10 shared positions account for 34% of the overlap, led by NVDA, AAPL and MSFT.
 NVDANVIDIA Corp. COM | 6.81% | 6.50% | 6.50% |
|---|---|---|---|
 AAPLApple Inc. COM | 6.10% | 5.82% | 5.82% |
 MSFTMicrosoft Corp. COM | 4.58% | 4.37% | 4.37% |
 AMZNAmazon.com, Inc. COM | 3.33% | 3.18% | 3.18% |
 GOOGLAlphabet Inc. CAP STK CL A | 2.79% | 2.66% | 2.66% |
 AVGOBroadcom Inc COM | 2.39% | 2.27% | 2.27% |
 GOOGAlphabet Inc. CAP STK CL C | 2.27% | 2.16% | 2.16% |
 METAMeta Platforms, Inc., Class A | 2.08% | 1.99% | 1.99% |
 TSLATesla Inc COM | 1.75% | 1.67% | 1.67% |
 BRK-BBerkshire Hathaway, Inc., Class B | 1.47% | 1.41% | 1.41% |
 JPMJPMorgan Chase & Co. COM | 1.33% | 1.27% | 1.27% |
 LLYEli Lilly & Co. COM | 1.23% | 1.17% | 1.17% |
 XOMExxon Mobil Corp. COM | 1.20% | 1.14% | 1.14% |
 JNJJohnson & Johnson COM | 0.98% | 0.94% | 0.94% |
 WMTWalmart Inc COM | 0.90% | 0.86% | 0.86% |
 VVisa, Inc., Class A | 0.85% | 0.81% | 0.81% |
 COSTCostco Wholesale Corporation COM | 0.74% | 0.70% | 0.70% |
 NFLXNetflix, Inc. COM | 0.68% | 0.65% | 0.65% |
 MAMasterCard Incorporated CL A | 0.67% | 0.64% | 0.64% |
 CVXChevron Corp. COM | 0.65% | 0.62% | 0.62% |
 ABBVAbbVie Inc. COM | 0.64% | 0.61% | 0.61% |
 MUMicron Technology Inc. COM | 0.63% | 0.60% | 0.60% |
 PGThe Procter & Gamble Co. COM | 0.57% | 0.54% | 0.54% |
 CATCaterpillar Inc COM | 0.55% | 0.52% | 0.52% |
 AMDAdvanced Micro Devices Inc. COM | 0.55% | 0.52% | 0.52% |
Showing the top 250 of 1003 shared holdings by overlap weight.
Frequently Asked Questions
How much do IWB and IWV overlap?
IWB and IWV overlap by 95.2% of portfolio weight. They share 1003 holdings (IWB holds 1005 positions and IWV holds 2590), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWB and IWV?
The two portfolios are 95.2% identical by weight. Owning both is largely redundant: they are close to the same portfolio, so a second position mostly duplicates the first.
What are the biggest shared holdings of IWB and IWV?
The largest positions held by both funds are NVDA, AAPL, MSFT, AMZN and GOOGL. Together the top 10 shared positions account for 34% of the total overlap.
What does IWB own that IWV doesn't?
2 positions (0.0% of IWB) are unique to IWB, led by CBC and FRMI. In the other direction, 1587 positions (4.6% of IWV) are unique to IWV.