IWF vs XLF: Complete Comparison
iShares Russell 1000 Growth 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
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 XLF is still a solid choice if you prefer its specific advantages.
Detailed Overlap Analysis
25 shared holdings representing 5.1% portfolio overlap
Top Shared Holdings
| # | Stock | IWF Weight | XLF Weight | Overlap |
|---|---|---|---|---|
| 1 | V VISA INC CLASS A | 1.74% | 7.26% | 1.74% |
| 2 | MA MASTERCARD INC CLASS A | 1.37% | 5.81% | 1.37% |
| 3 | BX BLACKSTONE INC | 0.36% | 1.51% | 0.36% |
| 4 | MCO MOODYS CORP | 0.24% | 0.98% | 0.24% |
| 5 | AON AON PLC CLASS A | 0.21% | 0.98% | 0.21% |
| 6 | AXP AMERICAN EXPRESS | 0.21% | 2.59% | 0.21% |
| 7 | APO APOLLO GLOBAL MANAGEMENT INC | 0.13% | 0.87% | 0.13% |
| 8 | AMP AMERIPRISE FINANCE INC | 0.13% | 0.59% | 0.13% |
| 9 | C CITIGROUP INC | 0.11% | 2.64% | 0.11% |
| 10 | BAC BANK OF AMERICA CORP | 0.09% | 4.78% | 0.09% |
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% |
| MSFT | MICROSOFT CORP | 10.73% |
| AVGO | BROADCOM INC | 5.62% |
| AMZN | AMAZON COM INC | 4.24% |
Top Holdings Only in XLF
Unique to XLF
| Symbol | Name | Weight |
|---|---|---|
| BRK-B | BRK-B | 11.80% |
| JPM | JPM | 10.82% |
| WFC | WFC | 3.73% |
| MS | MS | 2.84% |
| BLK | BLK | 2.02% |
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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