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Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

IWB vs XOVR: how they differ

IWB and XOVR hold 0% of their weight in the same names, and IWB returned more over the year.

iShares Russell 1000 ETF and ERShares Private-Public Crossover ETF.

What they hold in common

By the books each fund has filed, IWB and XOVR hold 0% of their money in the same securities at the same weight.

Largest positions each one holds and the other does not
Only in IWBOnly in XOVR
NVIDIA 7.26%Nvidia Corp 9.48%
APPLE 6.73%Astera Labs Inc 7.75%
MICROSOFT 5.21%Alphabet Inc 6.53%
AMAZON.COM INC 3.49%Meta Platforms Inc 4.47%
ALPHABET CLASS A 2.77%Applovin Corp 3.95%
BROADCOM INC 2.40%Natera Inc 3.70%
ALPHABET CLASS C 2.24%Robinhood Markets Inc 3.56%
META PLATFORMS CLASS A 2.02%Veeva Systems Inc 3.17%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and Sep 10, 2026.

IWB and XOVR on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
IWB
iShares Russell 1000 ETF
XOVR
ERShares Private-Public Crossover ETF
Where it sitsCore index fundCore index fund
IssueriSharesERShares
What it isRussell 1000Private-Public Crossover
Total return, 1 year+16.7%0.0%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−0.8 pts−17.5 pts
Expense ratio0.15%0.75%
Already in the S&P 50091.9%43.4%
Holdings94532

IWB in plain words

IWB is an index equity fund tracking the Russell 1000. Over the year to Sep 11, 2026 it returned +16.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.15% a year. By its holdings filed for Sep 10, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 945 positions, with the top ten at 35.2%.

XOVR in plain words

XOVR is an index equity fund tracking the Private-Public Crossover. Over the year to Sep 11, 2026 it returned 0.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.75% a year. By its holdings filed for Jun 30, 2026, 43% of the fund by weight is stocks the S&P 500 also holds, across 32 positions, with the top ten at 63.1%. It sat 4.2% below its high of Oct 27, 2025 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, IWB or XOVR?
In the year to Sep 13, 2026, with distributions reinvested, IWB returned +16.7% and XOVR returned 0.0%, so IWB returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IWB or XOVR?
IWB charges 0.15% a year and XOVR charges 0.75%, so IWB is cheaper. Fees come from each fund's prospectus.
How much do IWB and XOVR overlap with the S&P 500?
By their latest filed holdings, 92% of IWB and 43% of XOVR by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

IWB against XOVR, ETFIQ, data as of Sep 13, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, IWB against XOVR, data as of Sep 13, 2026. https://etfiq.com/compare/any/iwb-vs-xovr Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources