ETF comparison

IYF vs IWX overlap

Compare IYF ETF and IWX ETF by shared holdings, expense ratio, issuer, category, and tracked overlap.

Tracked overlap20.42%

28 shared holdings

IYF expense0.00%

Unknown

IWX expense0.00%

Unknown

Data date2026-05-01

2026-05-01

Shared top holdings

Overlap uses the smaller fund weight for each shared holding.

BRKBBERKSHIRE HATHAWAY INC CLASS B

4.01%overlap weight

JPMJPMORGAN CHASE & CO

3.84%overlap weight

BACBANK OF AMERICA CORP

1.46%overlap weight

WFCWELLS FARGO

1.16%overlap weight

GSGOLDMAN SACHS GROUP INC

1.15%overlap weight

MSMORGAN STANLEY

0.97%overlap weight

Interpretation

Should you own both IYF and IWX?

IYF and IWX share 28 tracked holdings with 20.42% 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.