IWP vs RDVY: Holdings Overlap
IWPiShares Russell Mid-Cap Growth ETF
iShares · 277 holdings · $20.5B · as of 2026-03-31
RDVYFirst Trust Rising Dividend Achievers ETF
First Trust · 73 holdings · $25.6B · as of 2026-03-31
How similar are IWP and RDVY?
iShares Russell Mid-Cap Growth ETF (IWP, by iShares) holds 277 positions; First Trust Rising Dividend Achievers ETF (RDVY, by First Trust) holds 73. They have 12 holdings in common, and by portfolio weight the two funds are 5.7% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 5.7%Sum of the smaller weight of each shared holding
- Shared Holdings
- 12IWP holds 277 · RDVY holds 73
- Weight in Shared Holdings
- IWP 6%·RDVY 16%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 IWP
265 of 277 positions (94.2% of the fund) are not held by RDVY. Showing the top 30 by weight.
Sector Breakdown
| Sector | IWP | RDVY |
|---|---|---|
| Financials | 8.5% | 35.3% |
| Industrials | 24.4% | 16.2% |
| Information Technology | 15.6% | 21.5% |
| Consumer Discretionary | 21.2% | 10.9% |
| Health Care | 14.9% | 4.5% |
| Other Sectors | 15.3% | 11.5% |
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 |
|---|---|---|---|---|---|---|---|
| IWP | +1.5% | +5.4% | +3.1% | +14.6% | +5.1% | +12.1% | 0.34% |
| RDVY | +4.5% | +20.5% | +32.6% | +20.8% | +13.2% | +16.3% | 0.81% |
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 IWP vs RDVY →
Shared Holdings(12)
The top 10 shared positions account for 98% of the overlap, led by MPWR, AMP and EXPE.
 MPWRMonolithic Power Systems Inc. COM | 1.82% | 1.95% | 1.82% |
|---|---|---|---|
 AMPAmeriprise Financial, Inc. COM | 1.32% | 1.40% | 1.32% |
 EXPEExpedia Group Inc COM NEW | 0.96% | 1.02% | 0.96% |
 ROSTRoss Stores Inc COM | 0.50% | 2.56% | 0.50% |
 VLTOVeralto Corp. COM SHS | 0.31% | 1.32% | 0.31% |
 RMDResMed Inc. COM | 0.28% | 0.83% | 0.28% |
 BNYThe Bank of New York Mellon Corp. COM | 0.21% | 2.18% | 0.21% |
 WSMWilliams-Sonoma Inc. COM | 0.11% | 1.94% | 0.11% |
 ODFLOld Dominion Freight Line Inc. COM | 0.07% | 0.54% | 0.07% |
 ALSNAllison Transmission Holdings Inc COM | 0.06% | 0.49% | 0.06% |
 COKECoca-Cola Consolidated Inc COM | 0.05% | 1.37% | 0.05% |
 RLRalph Lauren Corp., Class A | 0.03% | 0.48% | 0.03% |
Frequently Asked Questions
How much do IWP and RDVY overlap?
IWP and RDVY overlap by 5.7% of portfolio weight. They share 12 holdings (IWP holds 277 positions and RDVY holds 73), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWP and RDVY?
The two portfolios are 5.7% identical by weight. Owning both is not redundant. Most of each portfolio is distinct, so the funds can serve different roles.
What are the biggest shared holdings of IWP and RDVY?
The largest positions held by both funds are MPWR, AMP, EXPE, ROST and VLTO. Together the top 10 shared positions account for 98% of the total overlap.
What does IWP own that RDVY doesn't?
265 positions (94.2% of IWP) are unique to IWP, led by VRT, HWM and RCL. In the other direction, 61 positions (83.8% of RDVY) are unique to RDVY.