IWB vs IWX: holdings overlap, shared companies and scores
As of September 11, 2026, IWB and IWX overlap 47.9% by weight. iShares Russell 1000 ETF (IWB): Russell 1000 index. iShares Russell Top 200 Value ETF (IWX): U.S. large-cap value stocks.
Updated September 11, 2026
How much do IWB and IWX overlap?
As of September 11, 2026, IWB and IWX overlap 47.9% by weight.
50% of IWB is already inside IWX.
100% of IWX is already inside IWB.
IWB holds 1,020 companies and IWX holds 154; 153 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score IWB and IWX?
As of September 11, 2026, ETF Copilot scores IWB 5.3 out of 10 and IWX 4.5 out of 10.
They differ most on Risk: IWB 4.9 and IWX 8.4.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | IWB | IWX |
|---|---|---|
| Growth | 3.2 | 0.6 |
| Valuation | 2.8 | 0.4 |
| Risk | 4.9 | 8.4 |
| Quality | 8.2 | 6.6 |
| Return | 7.4 | 7.2 |
IWB is the cheaper of the two at 0.15% a year
As of September 11, 2026, IWB charges 0.15% a year, yields 1.10% and holds $49.4B in assets across 1020 positions.
As of September 11, 2026, IWX charges 0.20% a year, yields 1.63% and holds $4.0B in assets across 154 positions.
| Measure | IWB | IWX |
|---|---|---|
| Expense ratio | 0.15% | 0.20% |
| Dividend yield | 1.10% | 1.63% |
| Assets under management | $49.4B | $4.0B |
| Holdings | 1020 | 154 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Where IWB and IWX trade against their own history
IWB trades at 25.0 times earnings, against its own median of 21.3, and is more expensive than 83% of its own 114 monthly readings since 2017.
IWX trades at 22.4 times earnings, against its own median of 17.2, and is more expensive than 95% of its own 114 monthly readings since 2017.
What moved IWB and IWX this week
IWB fell 1.2% in the week to September 11, 2026. The holdings that moved it most were Nvidia (−4.4%), Microsoft (−2.8%) and Eli Lilly (−3.8%); Advanced Micro Devices (+13.1%) pushed the other way.
IWX fell 1.2% in the week to September 11, 2026. The holdings that moved it most were Microsoft (−2.8%), Johnson & Johnson (−4.6%) and Merck (−5.5%); Intel (+12.3%) pushed the other way.
What do IWB and IWX each hold?
What's inside IWB: Tech 44%, Magnificent 7 31%.
35% of IWB is its ten largest holdings.
What's inside IWX: Tech 24%, Magnificent 7 24%.
40% of IWX is its ten largest holdings.
Compare with similar funds
Cite this
ETF Copilot, “IWB vs IWX holdings overlap and scores”, as of September 11, 2026.
https://etf-copilot.com/compare/iwb-vs-iwx
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