etf overlap tool · moderate overlap
VTV vs IWDA overlap
99% of VTV's money sits in companies IWDA also holds; 30% of the two funds is the same money, spread over 293 companies both hold.
Holdings as of September 30, 2026 · source: Vanguard (VTV), iShares (IWDA) · How we measured all 1,431 pairs
- same money
- same companies, extra weight
- only in this fund
Hold VTV and IWDA with other funds or stocks? The free portfolio optimizer opens VTV and IWDA 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.
The companies you would own twice
What only one of them gives you
AMZNAMAZON.COM INC2.66%Where each fund puts its money
VTV and IWDA: what people ask
How much do VTV and IWDA overlap?
30% by weight, as of September 30, 2026: moderate overlap. 293 companies appear in both funds; they make up 99% of VTV and 30% of IWDA.
Which stocks do VTV and IWDA both hold?
The largest shared positions are MU, JPM, BRK-B, XOM and JNJ. Ranked by the smaller of the two weights, which is the part you would own twice.
Is it redundant to hold both VTV and IWDA?
Out of every $100 split evenly between them, about $30 (half in each fund) buys identical positions. The rest is exposure only one of the two funds gives you: 5 names only in VTV, 955 only in IWDA. Half in each behaves like 142 equally weighted stocks, against 97 for VTV alone and 85 for IWDA alone. Whether that duplication is a problem depends on the mix you want; this is a description, not advice.
What is IWDA, next to VTV?
IWDA is iShares Core MSCI World UCITS ETF (ISIN IE00B4L5Y983), an Irish-domiciled UCITS fund on the MSCI World index. Next to VTV, 30% of the money is the same, spread over 293 companies both hold, as of September 30, 2026.
Does the VTV vs IWDA overlap apply to other tickers?
Yes. IWDA also trades as SWDA (London, GBP; Borsa Italiana, EUR) and EUNL (Xetra, EUR). Each is the same portfolio in another currency, on another exchange or paying its dividends out, so VTV vs EUNL also overlaps 30%.
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 Vanguard 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.
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.