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Fund comparison · from official SEC filings

IWB vs LVDS: how much do they overlap?

iShares Russell 1000 ETF and JPMorgan Fundamental Data Science Large Value ETF

Fund A

vs

Fund B

Holdings overlap

31%

of assets, by weight

Shared positions

125

of 1,009 / 131 holdings

IWB expense ratio

0.15%

net, per year

LVDS expense ratio

0.30%

net, per year

Shared holdings

Company

IWB

LVDS

M

MSFTMICROSOFT CORP

4.55%

0.82%

A

AMZNAMAZON.COM INC

3.31%

2.13%

E

EXMOCEXXON MOBIL CORP

1.19%

2.98%

G

GOOGALPHABET INC-CL C

2.25%

2.79%

W

WFCWELLS FARGO & CO

0.41%

2.09%

M

METAMETA PLATFORMS INC-CLASS A

2.07%

1.17%

B

BACBANK OF AMERICA CORP

0.53%

1.98%

B

BRK.BBERKSHIRE HATHAWAY INC-CL B

1.47%

1.93%

P

PMPHILIP MORRIS INTERNATIONAL

0.43%

1.68%

R

RTXRTX CORP

0.43%

1.68%

C

COPCONOCOPHILLIPS

0.27%

1.63%

J

JNJJOHNSON & JOHNSON

0.98%

1.58%

N

NEENEXTERA ENERGY INC

0.32%

1.50%

M

MUMICRON TECHNOLOGY INC

0.63%

1.42%

A

ADIANALOG DEVICES INC

0.26%

1.40%

M

MSMORGAN STANLEY

0.31%

1.37%

W

WMTWALMART INC

0.90%

1.35%

E

ETNEATON CORP PLC

0.23%

1.25%

L

LOWLOWE'S COS INC

0.22%

1.23%

D

DEDEERE & CO

0.23%

1.21%

T

TRVTRAVELERS COS INC/THE

0.10%

1.19%

M

MCDMCDONALD'S CORP

0.37%

1.16%

B

BMYBRISTOL-MYERS SQUIBB CO

0.20%

1.15%

P

PHPARKER HANNIFIN CORP

0.19%

1.14%

L

LLOEWS CORP

0.03%

1.09%

Only in IWB

N

NVDANVIDIA CORP

6.77%

A

AAPLAPPLE INC

6.07%

G

GOOGLALPHABET INC-CL A

2.77%

A

AVGOBROADCOM INC

2.37%

T

TSLATESLA INC

1.74%

J

JPMJPMORGAN CHASE & CO

1.33%

L

LLYELI LILLY & CO

1.22%

V

VVISA INC-CLASS A SHARES

0.84%

C

COSTCOSTCO WHOLESALE CORP

0.73%

N

NFLXNETFLIX INC

0.68%

B

BISXXBCF INSTITUTIONAL-SL AGNCY

0.66%

C

CVXCHEVRON CORP

0.64%

C

CATCATERPILLAR INC

0.54%

H

HDHOME DEPOT INC

0.54%

P

PLTRPALANTIR TECHNOLOGIES INC-A

0.53%

C

CSCOCISCO SYSTEMS INC

0.51%

G

GEGENERAL ELECTRIC

0.49%

A

AMATAPPLIED MATERIALS INC

0.45%

O

ORCLORACLE CORP

0.41%

G

GEVGE VERNOVA INC

0.39%

K

KLACKLA CORP

0.32%

A

AMGNAMGEN INC

0.31%

G

GILDGILEAD SCIENCES INC

0.29%

A

AXPAMERICAN EXPRESS CO

0.27%

I

ISRGINTUITIVE SURGICAL INC

0.27%

Only in LVDS

S

STXSEAGATE TECHNOLOGY HOLDINGS

1.19%

M

MGMXXJPMORGAN US GOVT MMKT-IM

0.81%

H

HONHONEYWELL INTERNATIONAL INC

0.71%

N

NXPINXP SEMICONDUCTORS NV

0.42%

D

DDDUPONT DE NEMOURS INC

0.24%

C

CCLCARNIVAL CORP LTD

0.22%

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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.

IWB vs LVDS: 31% holdings overlap — Unwrap.Fund