IWV vs PSR: holdings overlap, shared companies and scores
As of October 9, 2026, IWV and PSR overlap 1.2% by weight. iShares Russell 3000 ETF (IWV): U.S. total market index. Invesco Active U.S. Real Estate ETF (PSR): Active US equity REITs
Updated October 9, 2026
Where IWV and PSR trade against their own history
IWV trades at 24.1 times earnings, against its own median of 22.2, and is more expensive than 63% of its own last 9 years.
PSR trades at 31.0 times earnings, against its own median of 33.5, and is cheaper than 73% of its own last 9 years.
What moved IWV and PSR this week
IWV rose 1.1% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Amazon.com (+4.3%) and Alphabet (+2.4%); Nvidia (−2.0%) pushed the other way.
PSR rose 1.5% in the week to October 9, 2026. The holdings that moved it most were American Tower (+12.4%), Crown Castle (+19.9%) and Rayonier (+5.1%); Welltower (−1.0%) pushed the other way.
What do IWV and PSR each hold?
What's inside IWV: Tech 43%, Magnificent 7 31%.
35% of IWV is its ten largest holdings.
61% of PSR is its ten largest holdings.
How much do IWV and PSR overlap? 1.2% by weight
As of October 9, 2026, IWV and PSR overlap 1.2% by weight.
1% of IWV is already inside PSR.
100% of PSR is already inside IWV.
IWV holds 2,587 companies and PSR holds 32; 32 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 IWV and PSR? 6.5 and 2.9 out of 10
As of October 9, 2026, ETF Copilot scores IWV 6.5 out of 10 and PSR 2.9 out of 10.
They differ most on Return: IWV 7.6 and PSR 1.3.
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 | IWV | PSR |
|---|---|---|
| Growth | 7.1 | 1.0 |
| Value | 3.1 | 5.5 |
| Risk | 6.5 | 3.9 |
| Quality | 7.8 | 4.4 |
| Return | 7.6 | 1.3 |
IWV is the cheaper of the two at 0.20% a year
As of October 9, 2026, IWV charges 0.20% a year, yields 0.86% and holds $20.5B in assets across 2587 positions.
As of October 9, 2026, PSR charges 0.35% a year, yields 2.78% and holds $55M in assets across 32 positions.
| Measure | IWV | PSR |
|---|---|---|
| Expense ratio | 0.20% | 0.35% |
| Dividend yield | 0.86% | 2.78% |
| Assets under management | $20.5B | $55M |
| Holdings | 2587 | 32 |
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.
Compare with similar funds
Cite this
ETF Copilot, “IWV vs PSR holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/iwv-vs-psr
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