IJH vs IWD: Holdings Overlap
IJHiShares Core S&P Mid-Cap ETF
iShares · 399 holdings · $126.1B · as of 2026-03-31
IWDiShares Russell 1000 Value ETF
iShares · 866 holdings · $83.6B · as of 2026-03-31
How similar are IJH and IWD?
iShares Core S&P Mid-Cap ETF (IJH, by iShares) holds 399 positions; iShares Russell 1000 Value ETF (IWD, by iShares) holds 866. They have 274 holdings in common, and by portfolio weight the two funds are 7.2% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 7.2%Sum of the smaller weight of each shared holding
- Shared Holdings
- 274IJH holds 399 · IWD holds 866
- Weight in Shared Holdings
- IJH 74%·IWD 7%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in IJH
125 of 399 positions (25.1% of the fund) are not held by IWD. Showing the top 30 by weight.
Only in IWD
592 of 866 positions (92.5% of the fund) are not held by IJH. Showing the top 30 by weight.
Sector Breakdown
| Sector | IJH | IWD |
|---|---|---|
| Industrials | 25.3% | 13.4% |
| Financials | 14.6% | 20.0% |
| Information Technology | 12.3% | 11.7% |
| Health Care | 8.9% | 11.7% |
| Consumer Discretionary | 11.3% | 7.0% |
| Other Sectors | 27.1% | 36.1% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IJH | +3.1% | +18.4% | +26.0% | +14.5% | +9.0% | +11.2% | 1.14% |
| IWD | +4.0% | +23.3% | +34.5% | +19.0% | +11.9% | +11.7% | 1.36% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in IJH vs IWD →
Shared Holdings(274)
The top 10 shared positions account for 10% of the overlap, led by FTI, UTHR and CW.
 FTITechnipFMC PLC USD1 | 0.87% | 0.09% | 0.09% |
|---|---|---|---|
 UTHRUnited Therapeutics Corporation COM | 0.80% | 0.08% | 0.08% |
 CWCurtiss-Wright Corporation | 0.78% | 0.08% | 0.08% |
 FLEXFlex Ltd. COM USD0.01 | 0.75% | 0.08% | 0.08% |
 CASYCasey'S General Stores Inc. COM | 0.84% | 0.08% | 0.08% |
 WWDWoodward Inc. COM | 0.67% | 0.07% | 0.07% |
 RGLDRoyal Gold, Inc. COM | 0.64% | 0.07% | 0.07% |
 USFDUS Foods Holding Corp COM | 0.63% | 0.07% | 0.07% |
 ATIATI Inc COM | 0.62% | 0.06% | 0.06% |
 ILMNIllumina Inc COM | 0.59% | 0.06% | 0.06% |
 NVTNVent Electric PLC COM USD0.01 | 0.60% | 0.06% | 0.06% |
 XPOXPO Inc COM | 0.71% | 0.06% | 0.06% |
 AAAlcoa Corporation COM | 0.54% | 0.06% | 0.06% |
 OVVOvintiv Inc COM | 0.51% | 0.06% | 0.06% |
 RBARB Global Inc COM | 0.56% | 0.05% | 0.05% |
 THCTenet Healthcare Corporation COM NEW | 0.52% | 0.05% | 0.05% |
 ITTITT Inc COM | 0.51% | 0.05% | 0.05% |
 MTZMastec, Inc. COM | 0.62% | 0.05% | 0.05% |
 RSReliance Inc COM | 0.50% | 0.05% | 0.05% |
 CRSCarpenter Technology Corporation COM | 0.61% | 0.05% | 0.05% |
 MKSIMKS Inc. COM | 0.48% | 0.05% | 0.05% |
 BWXTBWX Technologies Inc. COM | 0.58% | 0.05% | 0.05% |
 NLYAnnaly Capital Management, Inc. COM NEW | 0.47% | 0.05% | 0.05% |
 ENTGEntegris Inc COM | 0.56% | 0.05% | 0.05% |
 TWLOTwilio, Inc., Class A | 0.60% | 0.05% | 0.05% |
Showing the top 250 of 274 shared holdings by overlap weight.
Frequently Asked Questions
How much do IJH and IWD overlap?
IJH and IWD overlap by 7.2% of portfolio weight. They share 274 holdings (IJH holds 399 positions and IWD holds 866), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IJH and IWD?
The two portfolios are 7.2% identical by weight. Owning both is not redundant. Most of each portfolio is distinct, so the funds can serve different roles.
What are the biggest shared holdings of IJH and IWD?
The largest positions held by both funds are FTI, UTHR, CW, FLEX and CASY. Together the top 10 shared positions account for 10% of the total overlap.
What does IJH own that IWD doesn't?
125 positions (25.1% of IJH) are unique to IJH, led by BURL, FN and NXT. In the other direction, 592 positions (92.5% of IWD) are unique to IWD.