etf overlap tool · light overlap
XGRO vs XIU overlap
99.7% of XIU's money sits in companies XGRO also holds; 16% of the two funds is the same money, spread over 60 companies both hold.
Holdings as of November 9, 2026 · source: iShares (XGRO), iShares (XIU) · How we measured all 1,431 pairs
- same money
- same companies, extra weight
- only in this fund
XGRO holds other funds, not stocks: iShares Canada publishes every security behind them, and those are the lines compared here. About 20% of XGRO is bonds and cash, left out of the count, so its stocks can match another fund's for at most 80%. Its file gives a ticker and a country but no ISIN; 99.3% of its stock money was matched to one.
Its file gives a ticker and a country but no ISIN; 99.3% of its stock money was matched to one.
Hold XGRO and XIU with other funds or stocks? The free portfolio optimizer opens XGRO and XIU beside the rest of what you own: the companies you hold twice, what the funds cost a year, and where the next deposit should go. No account.
The companies you would own twice
SHOPSHOPIFY SUBORDINATE VOTING CLASS A1.02%6.18%What only one of them gives you
AAPLAPPLE2.53%
NVDANVIDIA2.14%
MSFTMICROSOFT2.00%
AMZNAMAZON.COM INC1.30%
AVGOBROADCOM INC0.75%
GOOGALPHABET CLASS C0.67%Where each fund puts its money
XGRO and XIU: what people ask
How much do XGRO and XIU overlap?
16% by weight, as of November 9, 2026: light overlap. 60 companies appear in both funds; they make up 16% of XGRO and 99.7% of XIU.
Which stocks do XGRO and XIU both hold?
The largest shared positions are RY, TD, SHOP, BMO and BNS. Ranked by the smaller of the two weights, which is the part you would own twice.
Is it redundant to hold both XGRO and XIU?
Out of every $100 split evenly between them, about $16 (half in each fund) buys identical positions. The rest is exposure only one of the two funds gives you: 8,115 names only in XGRO, 1 only in XIU. Half in each behaves like 74 equally weighted stocks, against 191 for XGRO alone and 29 for XIU alone. Whether that duplication is a problem depends on the mix you want; this is a description, not advice.
How is ETF overlap calculated here?
For every company held by both funds we take the smaller of its two weights and add them up. The weights come from the full holdings files iShares publish, not a top-10 sample, and companies are matched by their ISIN so share classes stay apart. Sector overlap applies the same rule to the issuers' sector labels; "behaves like N equally weighted stocks" is one over the sum of the squared weights.
Weights come from each issuer's published holdings file and are matched company by company on their ISIN. Cash, futures and currency positions are left out. This page describes what the funds hold; it is not investment advice.