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ETF comparison

IWB vs XLG

Both US Large Cap.

iShares Russell 1000 ETF · Invesco S&P 500 Top 50 ETF

Holdings overlap

Weighted by ISIN/CUSIP
57.2 %

50 positions appear in both funds. Buying equal dollars of IWB and XLG would leave roughly 57.2% of each dollar exposed to the same underlying securities.

IWB unmatched 42.6% Shared 57.2% XLG unmatched 42.8%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In IWB only
974 positions
Shared
50 positions
In XLG only
2 positions

Side by side

IWB

iShares Russell 1000 ETF

iShares · US Large Cap

87 composite / 100
Expense ratio
0.15%
Net assets
$48.56B
TTM yield
0.92%
Top-10 conc.
33.4%
XLG

Invesco S&P 500 Top 50 ETF

Invesco · US Large Cap

79 composite / 100
Expense ratio
0.20%
Net assets
$11.69B
TTM yield
0.64%
Top-10 conc.
60.1%

Sub-score comparison

85
Cost
80
89
Tax efficiency
89
100
Liquidity
100
67
Concentration
28
—
Tracking quality
—
IWB sub-score XLG

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

IWB is 5 bps cheaper than XLG. On a $100,000 position that's about $50/yr more in fees for XLG.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with IWB vs XLG.

Top shared holdings

50 shared in total
# Holding In IWB In XLG Overlap
1 NVIDIA CORPORATION 6.72% 12.06% 6.72%
2 APPLE INC. 6.03% 11.26% 6.03%
3 MICROSOFT CORPORATION 3.99% 8.56% 3.99%
4 AMAZON.COM, INC. 3.33% 6.60% 3.33%
5 ALPHABET INC. 3.00% 5.18% 3.00%
6 BROADCOM INC. 2.53% 4.57% 2.53%
7 ALPHABET INC. 2.42% 4.18% 2.42%
8 MICRON TECHNOLOGY, INC. 1.87% 2.30% 1.87%
9 META PLATFORMS, INC. 1.78% 3.03% 1.78%
10 TESLA, INC. 1.77% 2.17% 1.77%
11 ELI LILLY AND COMPANY 1.38% 2.25% 1.38%
12 ADVANCED MICRO DEVICES, INC. 1.36% 1.93% 1.36%

Only in IWB

974 total
  • EXXON MOBIL CORPORATION 0.82%
  • PALO ALTO NETWORKS, INC. 0.40%
  • MARVELL TECHNOLOGY, INC. 0.37%
  • RTX CORPORATION 0.37%
  • CITIGROUP INC. 0.34%
  • AMPHENOL CORPORATION 0.31%
  • WESTERN DIGITAL CORPORATION 0.31%
  • CORNING INCORPORATED 0.29%
  • AMGEN INC. 0.28%
  • ANALOG DEVICES, INC. 0.28%

Only in XLG

2 total
  • ExxonMobil Holdings Corp. 1.60%
  • Invesco Government & Agency Portfolio 0.03%

Percentages are holdings overlap with the named fund.

Open IWB or XLG at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.