IWF vs DIA: Complete Comparison
iShares Russell 1000 Growth ETF vs SPDR Dow Jones Industrial Average ETF 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
๐ IWF wins this comparison
Key Factors
โถAdditional Metrics (5)
Bottom line: IWF wins with better number of holdings and 5-year return. Consider IWF for your portfolio, but DIA is still a solid choice if you prefer its specific advantages.
Detailed Overlap Analysis
9 shared holdings representing 13.8% portfolio overlap
Top Shared Holdings
| # | Stock | IWF Weight | DIA Weight | Overlap |
|---|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | 10.73% | 6.85% | 6.85% |
| 2 | V VISA INC CLASS A | 1.74% | 5.65% | 1.74% |
| 3 | HD HOME DEPOT INC | 0.82% | 6.65% | 0.82% |
| 4 | AMGN AMGEN INC | 0.39% | 5.85% | 0.39% |
| 5 | CAT CATERPILLAR INC | 0.11% | 6.25% | 0.11% |
| 6 | CRM SALESFORCE INC | 0.09% | 5.45% | 0.09% |
| 7 | BA BOEING | 0.07% | 5.05% | 0.07% |
| 8 | GS GOLDMAN SACHS GROUP INC | 0.04% | 8.25% | 0.04% |
| 9 | MCD MCDONALDS CORP | 0.04% | 5.25% | 0.04% |
Overlap by Sector
Showing top 5 sectors by overlap contribution
Top Holdings Only in IWF
Unique to IWF
| Symbol | Name | Weight |
|---|---|---|
| NVDA | NVIDIA CORP | 12.71% |
| AAPL | APPLE INC | 11.91% |
| AVGO | BROADCOM INC | 5.62% |
| AMZN | AMAZON COM INC | 4.24% |
| TSLA | TESLA INC | 3.85% |
Top Holdings Only in DIA
Unique to DIA
| Symbol | Name | Weight |
|---|---|---|
| UNH | UnitedHealth Group | 9.85% |
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.
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