IWD vs RSP: Holdings Overlap
IWDiShares Russell 1000 Value ETF
iShares · 866 holdings · $83.6B · as of 2026-03-31
RSPInvesco S&P 500 Equal Weight ETF
Invesco · 504 holdings · $97.5B · as of 2026-04-30
Holdings snapshots are 30 days apart (IWD: 2026-03-31, RSP: 2026-04-30). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are IWD and RSP?
iShares Russell 1000 Value ETF (IWD, by iShares) holds 866 positions; Invesco S&P 500 Equal Weight ETF (RSP, by Invesco) holds 504. They have 425 holdings in common, and by portfolio weight the two funds are 48.1% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 48.1%Sum of the smaller weight of each shared holding
- Shared Holdings
- 425IWD holds 866 · RSP holds 504
- Weight in Shared Holdings
- IWD 89%·RSP 84%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 IWD
441 of 866 positions (10.4% of the fund) are not held by RSP. Showing the top 30 by weight.
Sector Breakdown
| Sector | IWD | RSP |
|---|---|---|
| Financials | 20.0% | 15.5% |
| Information Technology | 11.7% | 15.9% |
| Industrials | 13.4% | 15.5% |
| Health Care | 11.7% | 10.9% |
| Consumer Discretionary | 7.0% | 9.2% |
| Other Sectors | 36.1% | 32.5% |
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 |
|---|---|---|---|---|---|---|---|
| IWD | +4.0% | +23.3% | +34.5% | +19.0% | +11.9% | +11.7% | 1.36% |
| RSP | +2.5% | +15.8% | +22.4% | +14.8% | +9.2% | +12.0% | 1.46% |
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 IWD vs RSP →
Shared Holdings(425)
The top 10 shared positions account for 6% of the overlap, led by INTC, AMD and WDC.
 INTCIntel Corporation COM | 0.64% | 0.38% | 0.38% |
|---|---|---|---|
 AMDAdvanced Micro Devices Inc. COM | 0.45% | 0.33% | 0.33% |
 WDCWestern Digital Corp. COM | 0.30% | 0.31% | 0.30% |
 SNDKSandisk Corporation COM | 0.30% | 0.32% | 0.30% |
 TXNTexas Instruments Inc. COM | 0.34% | 0.27% | 0.27% |
 QCOMQUALCOMM Inc. COM | 0.35% | 0.26% | 0.26% |
 UNHUnitedHealth Group Inc. COM | 0.81% | 0.25% | 0.25% |
 ADIAnalog Devices Inc. COM | 0.51% | 0.24% | 0.24% |
 CATCaterpillar Inc COM | 0.95% | 0.24% | 0.24% |
 GLWCorning Incorporated COM | 0.35% | 0.24% | 0.24% |
 AMZNAmazon.com, Inc. COM | 1.81% | 0.24% | 0.24% |
 MUMicron Technology Inc. COM | 1.24% | 0.24% | 0.24% |
 ETNEaton Corporation PLC COM USD0.01 | 0.46% | 0.23% | 0.23% |
 CMICummins Inc. COM | 0.24% | 0.23% | 0.23% |
 MSMorgan Stanley COM NEW | 0.61% | 0.23% | 0.23% |
 SLBSLB Ltd. COM USD0.01 | 0.23% | 0.23% | 0.23% |
 CCitigroup Inc. COM NEW | 0.53% | 0.23% | 0.23% |
 CSCOCisco Systems, Inc. COM | 1.02% | 0.22% | 0.22% |
 BNYThe Bank of New York Mellon Corp. COM | 0.25% | 0.22% | 0.22% |
 CRHCRH plc | 0.23% | 0.22% | 0.22% |
 CSXCSX Corporation COM | 0.25% | 0.22% | 0.22% |
 AMATApplied Materials Inc. COM | 0.64% | 0.22% | 0.22% |
 BLKBlackrock Inc. COM | 0.48% | 0.22% | 0.22% |
 GSGoldman Sachs Group, Inc. (The) | 0.77% | 0.22% | 0.22% |
 FDXFedEx Corporation COM | 0.25% | 0.21% | 0.21% |
Showing the top 250 of 425 shared holdings by overlap weight.
Frequently Asked Questions
How much do IWD and RSP overlap?
IWD and RSP overlap by 48.1% of portfolio weight. They share 425 holdings (IWD holds 866 positions and RSP holds 504), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWD and RSP?
The two portfolios are 48.1% identical by weight. Owning both is defensible: they share a meaningful core, but each fund adds exposure the other lacks.
What are the biggest shared holdings of IWD and RSP?
The largest positions held by both funds are INTC, AMD, WDC, SNDK and TXN. Together the top 10 shared positions account for 6% of the total overlap.
What does IWD own that RSP doesn't?
441 positions (10.4% of IWD) are unique to IWD, led by MRVL, AU and FERG. In the other direction, 79 positions (15.4% of RSP) are unique to RSP.