etf overlap tool · light overlap

RSP vs IWF overlap

94% of IWF's money sits in companies RSP also holds; 20% of the two funds is the same money, spread over 180 companies both hold.

Holdings as of October 16, 2026 · source: Invesco (RSP), iShares (IWF) · How we measured all 1,431 pairs

overlapfull holdings, by weight

20%of each fund is money the other holds at the same weight, across 180 shared companies.

RSP

20%64%

36% in IWF

IWF

20%

94% in RSP

same money
same companies, extra weight
only in this fund

Hold RSP and IWF with other funds or stocks? The free portfolio optimizer opens RSP and IWF beside the rest of what you own: the companies you hold twice, what the funds cost a year, and where the next deposit should go. No account.

01Shared

The companies you would own twice

held by bothtop 15 of 180

companyRSPIWF

ISRGIntuitive Surgical Inc0.24%0.46%

TJXTJX Cos Inc/The0.23%0.23%

MCMCKMcKesson Corp0.23%0.33%

HLTHilton Worldwide Holdings Inc0.22%0.23%

CDNSCadence Design Systems Inc0.22%0.27%

LLYEli Lilly & Co0.22%3.04%

AMGNAmgen Inc0.22%0.50%

PLTRPalantir Technologies Inc0.22%1.25%

DDDDOGDatadog Inc0.22%0.25%

VVisa Inc0.22%2.07%

COSTCostco Wholesale Corp0.22%0.58%

CRCRWDCrowdstrike Holdings Inc0.22%0.69%

MAMastercard Inc0.22%1.51%

AAPLApple Inc0.22%8.15%

MPCMarathon Petroleum Corp0.24%0.22%

02Different

What only one of them gives you

only in RSP324 names

MRNAModerna Inc0.32%

PTCPTC Inc0.30%

ACNAccenture PLC0.26%

ILILMNIllumina Inc0.26%

MTMTDMettler-Toledo International Inc0.25%

RVTYRevvity Inc0.25%

AAgilent Technologies Inc0.24%

VEVEEVVeeva Systems Inc0.24%

only in IWF191 names

SNSNOWSNOWFLAKE0.31%

NENETCLOUDFLARE CLASS A0.29%

SPOTSPOTIFY TECHNOLOGY0.25%

SPSPCXSPACE EXPLORATION TECHNOLOGIES COR0.25%

NTNTRANATERA0.16%

NUNUNU HOLDINGS CLASS A0.15%

ALALABASTERA LABS0.13%

AUAUANGLOGOLD ASHANTI PLC0.13%

03Sectors

Where each fund puts its money

sectorsRSP vs IWF, share of each fund

Information Technology14.76%54.31%

Industrials16.40%7.37%

Communication Services3.66%16.83%

Financials14.73%5.03%

Health Care12.81%5.92%

Consumer Discretionary9.47%7.61%

Consumer Staples7.05%1.31%

Utilities6.15%0.27%

Real Estate5.81%0.41%

Energy4.29%0.59%

Materials4.50%0.26%

Not classified0.30%0.00%

04Questions

RSP and IWF: what people ask

questions4 answered

How much do RSP and IWF overlap?

20% by weight, as of October 16, 2026: light overlap. 180 companies appear in both funds; they make up 36% of RSP and 94% of IWF.

Which stocks do RSP and IWF both hold?

The largest shared positions are ISRG, TJX, MCK, HLT and CDNS. Ranked by the smaller of the two weights, which is the part you would own twice.

Is it redundant to hold both RSP and IWF?

Out of every $100 split evenly between them, about $20 (half in each fund) buys identical positions. The rest is exposure only one of the two funds gives you: 324 names only in RSP, 191 only in IWF. Half in each behaves like 74 equally weighted stocks, against 497 for RSP alone and 21 for IWF alone. Whether that duplication is a problem depends on the mix you want; this is a description, not advice.

How is ETF overlap calculated here?

For every company held by both funds we take the smaller of its two weights and add them up. The weights come from the full holdings files Invesco and iShares publish, not a top-10 sample, and companies are matched by their ISIN so share classes stay apart. Sector overlap applies the same rule to the issuers' sector labels; "behaves like N equally weighted stocks" is one over the sum of the squared weights.

Hold RSP and IWF?Import your positions and see what your funds hold together, company by company, with the fees you pay on each.Import my portfolio

Weights come from each issuer's published holdings file and are matched company by company on their ISIN. Cash, futures and currency positions are left out. This page describes what the funds hold; it is not investment advice.