ETF comparison

IWR vs IMCV overlap

Compare IWR ETF and IMCV ETF by shared holdings, expense ratio, issuer, category, and tracked overlap.

Tracked overlap44.75%

223 shared holdings

IWR expense0.00%

Unknown

IMCV expense0.00%

Unknown

Data date2026-05-01

2026-05-01

Shared top holdings

Overlap uses the smaller fund weight for each shared holding.

WDCWESTERN DIGITAL CORP

0.72%overlap weight

BKBANK OF NEW YORK MELLON CORP

0.60%overlap weight

VLOVALERO ENERGY CORP

0.58%overlap weight

CMICUMMINS INC

0.56%overlap weight

MPCMARATHON PETROLEUM CORP

0.55%overlap weight

PSXPHILLIPS 66

0.53%overlap weight

Interpretation

Should you own both IWR and IMCV?

IWR and IMCV share 223 tracked holdings with 44.75% overlap in the imported holdings set. High overlap can be fine when the funds serve a deliberate role, but it can also mean less diversification than the ticker count suggests.

Use the portfolio analyzer to test your actual allocations. Pairwise overlap does not account for how much of each ETF you own.