IWD vs XLF: Complete Comparison
iShares Russell 1000 Value ETF vs Financial Select Sector SPDR Fund โ overlap, correlation, performance & risk analysis
Visual Overlap
Price Performance
Historical price comparison over 3M
๐Performance Comparison
โ ๏ธRisk Metrics
Interpretation:
- ๐ Lower volatility = smoother ride
- โก Higher Sharpe/Sortino = better risk-adjusted returns
- โ ๏ธ Smaller max drawdown = less worst-case pain
- ๐ Beta > 1 = more volatile than S&P 500
โ๏ธHead-to-Head Comparison
Key Factors
โถAdditional Metrics (5)
Bottom line: IWD and XLF are very similar. Choose based on your broker's commission structure or personal preference.
Detailed Overlap Analysis
59 shared holdings representing 20.0% portfolio overlap
Top Shared Holdings
| # | Stock | IWD Weight | XLF Weight | Overlap |
|---|---|---|---|---|
| 1 | BRK-B BRK-B | 3.07% | 11.80% | 3.07% |
| 2 | JPM JPM | 2.93% | 10.82% | 2.93% |
| 3 | BAC BAC | 1.12% | 4.78% | 1.12% |
| 4 | WFC WFC | 0.97% | 3.73% | 0.97% |
| 5 | GS GS | 0.83% | 3.47% | 0.83% |
| 6 | CB CB | 0.37% | 1.46% | 0.37% |
| 7 | CME CME | 0.33% | 1.27% | 0.33% |
| 8 | ICE ICE | 0.30% | 1.18% | 0.30% |
| 9 | HOOD HOOD | 0.29% | 1.38% | 0.29% |
| 10 | USB USB | 0.27% | 1.05% | 0.27% |
Overlap by Sector
Showing top 5 sectors by overlap contribution
Top Holdings Only in IWD
Unique to IWD
| Symbol | Name | Weight |
|---|---|---|
| GOOGL | GOOGL | 2.17% |
| AMZN | AMZN | 2.01% |
| GOOG | GOOG | 1.77% |
| XOM | XOM | 1.68% |
| JNJ | JNJ | 1.63% |
Top Holdings Only in XLF
Unique to XLF
| Symbol | Name | Weight |
|---|---|---|
| V | V | 7.26% |
| MA | MA | 5.81% |
| MS | MS | 2.84% |
| C | C | 2.64% |
| AXP | AXP | 2.59% |
Price Correlation
How We Calculate Overlap
We use the minimum weight method with normalization to calculate portfolio overlap:
Overlap = ฮฃ min(weightA, weightB) for each shared holdingNormalization: Holdings weights are normalized to sum to 100% before comparison. This ensures accurate overlap calculations even when analyzing partial holdings data (e.g., top 50 positions).
Conservative approach: We consider only the smaller allocation for each shared position, giving you a realistic view of true portfolio overlap.
๐ This analysis is based on publicly available holdings data. For the most current and complete holdings information, please visit the official ETF provider websites.
Want deeper analysis on IWD or XLF?
Complement your EigenDex analysis with these research tools.
Some links may be affiliate links. We may earn a commission at no extra cost to you. This helps support EigenDex as a free tool. We only recommend tools we believe provide genuine value to investors.