ETF overlap · Updated August 15, 2026

ITOT vs IYW: Holdings Overlap

iShares Core S&P Total U.S. Stock Market ETF (ITOT) and iShares U.S. Technology ETF (IYW) share 143 holdings, with roughly 40.2% of their portfolio weight overlapping.

Weight overlap

40.2%

Shared portfolio weight

Shared holdings

143

Securities in both funds

Funds

ITOT · IYW

Compared side by side

Compare ITOT and IYW live →

Interactive charts, sector exposure, combined allocation, and the full overlap heatmap.

All 143 holdings ITOT and IYW share

Every holding both funds own, ranked by shared exposure (how much of the position they hold in common). The weight gap shows which fund tilts more heavily into it.

HoldingIn ITOTIn IYWWeight gap
NVDANVIDIA7.10%14.15%7.05%IYW
AAPLApple6.14%12.64%6.50%IYW
MSFTMicrosoft4.97%10.92%5.95%IYW
GOOGLAlphabet2.81%5.90%3.09%IYW
AVGOBROADCOM2.66%4.75%2.09%IYW
GOOGALPHABET CL C2.26%4.80%2.54%IYW
METAMETA PLATFORMS CLASS A1.73%3.82%2.09%IYW
MUMICRON TECHNOLOGY1.33%3.02%1.69%IYW
AMDADVANCED MICRO DEVICES1.07%2.99%1.92%IYW
INTCINTEL0.63%2.17%1.54%IYW
AMATAPPLIED MATERIALS0.56%2.07%1.51%IYW
LRCXLAM RESEARCH0.51%1.89%1.38%IYW
PLTRPALANTIR TECHNOLOGIES A0.48%1.72%1.24%IYW
PANWPALO ALTO NETWORKS0.39%1.44%1.05%IYW
KLACKLA0.34%1.25%0.91%IYW
TXNTEXAS INSTRUMENTS0.34%1.25%0.91%IYW
ORCLORACLE0.33%1.22%0.89%IYW
IBMInternational Business Machines0.29%1.09%0.80%IYW
APHAMPHENOL CL A0.28%1.04%0.76%IYW
CRWDCROWDSTRIKE HOLDINGS A0.28%1.03%0.75%IYW
ADIANALOG DEVICES0.25%0.91%0.66%IYW
MRVLMARVELL TECHNOLOGY0.25%0.91%0.66%IYW
SNDKSANDISK0.25%0.91%0.66%IYW
QCOMQUALCOMM0.23%0.84%0.61%IYW
WDCWESTERN DIGITAL0.21%0.76%0.55%IYW
CRMSALESFORCE0.20%0.74%0.54%IYW
DELLDELL TECHNOLOGIES C0.17%0.65%0.48%IYW
GLWCORNING0.16%0.62%0.46%IYW
NOWSERVICENOW0.16%0.60%0.44%IYW
SNOWSnowflake0.15%0.53%0.38%IYW
ADBEADOBE0.14%0.52%0.38%IYW
VRTVERTIV HOLDINGS A0.14%0.52%0.38%IYW
FTNTFORTINET0.13%0.48%0.35%IYW
APPAPPLOVIN CLASS A0.12%0.40%0.28%IYW
CDNSCADENCE DESIGN SYS0.12%0.46%0.34%IYW
INTUINTUIT0.12%0.43%0.31%IYW
NETCloudflare Class A0.12%0.45%0.33%IYW
DASHDOORDASH A0.11%0.40%0.29%IYW
DDOGDATADOG CLASS A0.10%0.37%0.27%IYW
SNPSSYNOPSYS0.10%0.37%0.27%IYW
COHRCOHERENT0.09%0.29%0.20%IYW
HPEHEWLETT PACKARD ENTERPRISE0.09%0.34%0.25%IYW
MPWRMONOLITHIC POWER SYSTEMS0.09%0.32%0.23%IYW
TERTERADYNE0.08%0.30%0.22%IYW
ADSKAUTODESK0.07%0.25%0.18%IYW
XTSLABLK CSH FND TREASURY SL AGENCY0.07%0.07%≈ even
ALABAstera Labs0.06%0.25%0.19%IYW
FLEXFLEX LTD0.06%0.22%0.16%IYW
CRDOCredo Technology Group Holding Ltd.0.05%0.19%0.14%IYW
JBLJABIL0.05%0.18%0.13%IYW
MCHPMICROCHIP TECHNOLOGY0.05%0.20%0.15%IYW
NTAPNETAPP0.05%0.19%0.14%IYW
ROPROPER TECHNOLOGIES0.05%0.20%0.15%IYW
WDAYWORKDAY CLASS A0.05%0.17%0.12%IYW
CTSHCOGNIZANT TECH SOLUTIONS A0.04%0.13%0.09%IYW
MDBMongoDB Class A0.04%0.14%0.10%IYW
MSTRMicroStrategy Class A0.04%0.16%0.12%IYW
ONON SEMICONDUCTOR0.04%0.15%0.11%IYW
QQNITY ELECTRONICS0.04%0.14%0.10%IYW
TWLOTwilio Class A0.04%0.14%0.10%IYW
ZMZoom Video Communications Inc - Class A0.04%0.13%0.09%IYW
PPure Storage Class A0.04%0.13%0.09%IYW
CRWVCoreWeave Class A0.03%0.15%0.12%IYW
ENTGEntegris0.03%0.11%0.08%IYW
FFIVF50.03%0.12%0.09%IYW
FNFabrinet0.03%0.10%0.07%IYW
HPQHP0.03%0.13%0.10%IYW
MTSIMACOM Technology Solutions Holdings0.03%0.10%0.07%IYW
OKTAOkta0.03%0.12%0.09%IYW
RDDTReddit Class A0.03%0.10%0.07%IYW
SNXTD SYNNEX0.03%0.10%0.07%IYW
VRSNVERISIGN0.03%0.12%0.09%IYW
AEISAdvanced Energy Industries0.02%0.06%0.04%IYW
AKAMAKAMAI TECHNOLOGIES0.02%0.08%0.06%IYW
ARWArrow Electronics0.02%0.06%0.04%IYW
CACICACI International Class A0.02%0.07%0.05%IYW
CDWCDW CORP/DE0.02%0.09%0.07%IYW
DTDynatrace0.02%0.07%0.05%IYW
GDDYGODADDY CLASS A0.02%0.06%0.04%IYW
GENGEN DIGITAL0.02%0.07%0.05%IYW
GWREGuidewire Software0.02%0.07%0.05%IYW
IONQIonQ0.02%0.07%0.05%IYW
IOTSamsara Class A0.02%0.06%0.04%IYW
ITGARTNER0.02%0.06%0.04%IYW
LDOSLEIDOS HOLDINGS0.02%0.08%0.06%IYW
LSCCLattice Semiconductor0.02%0.09%0.07%IYW
MANHManhattan Associates0.02%0.06%0.04%IYW
NTNXNUTANIX A0.02%0.08%0.06%IYW
ONTOOnto Innovation0.02%0.07%0.05%IYW
PINSPinterest Class A0.02%0.06%0.04%IYW
RBRKRubrik Class A0.02%0.06%0.04%IYW
SITMSiTime0.02%0.08%0.06%IYW
SMCISUPER MICRO COMPUTER0.02%0.08%0.06%IYW
SMTCSemtech0.02%0.06%0.04%IYW
SSNCSS&C Technologies Holdings0.02%0.08%0.06%IYW
TOSTToast Class A0.02%0.08%0.06%IYW
TTMITTM Technologies0.02%0.07%0.05%IYW
TYLTYLER TECHNOLOGIES0.02%0.06%0.04%IYW
UUnity Software0.02%0.07%0.05%IYW
ZSZscaler0.02%0.08%0.06%IYW
ALGMAllegro MicroSystems0.01%0.03%0.02%IYW
AMKRAmkor Technology0.01%0.03%0.02%IYW
APLDApplied Digital0.01%0.04%0.03%IYW
APPFAppfolio0.01%0.02%0.01%IYW
AVTAvnet0.01%0.04%0.03%IYW
BMNRBITMINE IMMERSION TECHNOLOGI0.01%0.05%0.04%IYW
BSYBentley Systems Class B0.01%0.03%0.02%IYW
CARTMaplebear0.01%0.03%0.02%IYW
CCCCCC Intelligent Solutions Holdings0.01%0.02%0.01%IYW
CRUSCirrus Logic0.01%0.03%0.02%IYW
DBXDropbox Class A0.01%0.03%0.02%IYW
DOCNDigitalOcean Holdings0.01%0.05%0.04%IYW
DOCUDocusign Class A0.01%0.05%0.04%IYW
EPAMEPAM Systems0.01%0.02%0.01%IYW
ESTCElastic NV0.01%0.03%0.02%IYW
FORMFormFactor0.01%0.04%0.03%IYW
GTLBGitlab Class A0.01%0.03%0.02%IYW
HUBSHubSpot0.01%0.05%0.04%IYW
KBR0.01%0.02%0.01%IYW
MTCHMatch Group0.01%0.04%0.03%IYW
OLEDUniversal Display0.01%0.02%0.01%IYW
PATHUiPath Class A0.01%0.03%0.02%IYW
PAYCPaycom Software0.01%0.04%0.03%IYW
PCORProcore Technologies0.01%0.03%0.02%IYW
QRVOQorvo0.01%0.04%0.03%IYW
RMBSRambus0.01%0.05%0.04%IYW
RNGRingCentral Class A0.01%0.02%0.01%IYW
SSentinelOne Class A0.01%0.03%0.02%IYW
SAICScience Applications International0.01%0.03%0.02%IYW
SANMSanmina0.01%0.05%0.04%IYW
SWKSSKYWORKS SOLUTIONS0.01%0.05%0.04%IYW
WULFTerawulf0.01%0.03%0.02%IYW
MBGLMOBILITY GLOBAL0.01%0.02%0.01%IYW
DLBDolby Laboratories Class A0.00%0.02%0.02%IYW
FIGRFigure Technology Solutions Class A0.00%0.02%0.02%IYW
IPGPIPG Photonics0.00%0.01%0.01%IYW
KDKyndryl Holdings0.00%0.02%0.02%IYW
KVYOKlaviyo Class A0.00%0.01%0.01%IYW
NIQNIQ Global Intelligence0.00%0.00%≈ even
PEGAPegasystems0.00%0.01%0.01%IYW
PPLIPeople0.00%0.01%0.01%IYW
PSNParsons0.00%0.01%0.01%IYW
SAILSailPoint0.00%0.01%0.01%IYW

1–20 of 143

Sector exposure: ITOT vs IYW

How each fund's equity holdings break down by sector, side by side — the clearest read on where the two funds tilt differently.

SectorIn ITOTIn IYW
Technology
36.7%83.6%
Communication Services
9.1%15.1%
Financial Services
12.3%0.2%
Industrials
9.4%0.6%
Consumer Cyclical
9.4%0.4%
Healthcare
9.3%0.0%
Consumer Defensive
4.3%0.0%
Energy
3.4%0.0%
Real Estate
2.2%0.0%
Utilities
2.0%0.0%
Basic Materials
1.8%0.0%

Weights are of each fund’s classified equity holdings.

All holdings in ITOT and IYW

ITOT

IYW


What does ETF overlap mean?

Two ETFs overlap when they hold the same underlying securities. Holding both funds can leave you more concentrated than you think — you may own the same large companies twice, at a combined weight neither fund shows on its own. The weight overlap above is the share of portfolio weight the two funds hold in common: for every security both own, it counts only the smaller of the two weights (the slice you genuinely double up on). 0% means completely different books; 100% means effectively identical funds.

Related comparisons

Data reflects the latest holdings we have for each fund as of August 15, 2026. Holdings change over time. For information only — not investment advice.