IJH vs IWN: Holdings Overlap
IJHiShares Core S&P Mid-Cap ETF
iShares · 399 holdings · $126.1B · as of 2026-03-31
IWNiShares Russell 2000 Value ETF
iShares · 1406 holdings · $14.7B · as of 2026-03-31
How similar are IJH and IWN?
iShares Core S&P Mid-Cap ETF (IJH, by iShares) holds 399 positions; iShares Russell 2000 Value ETF (IWN, by iShares) holds 1406. They have 56 holdings in common, and by portfolio weight the two funds are 8.9% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 8.9%Sum of the smaller weight of each shared holding
- Shared Holdings
- 56IJH holds 399 · IWN holds 1406
- Weight in Shared Holdings
- IJH 9%·IWN 18%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
343 of 399 positions (89.9% of the fund) are not held by IWN. Showing the top 30 by weight.
Sector Breakdown
| Sector | IJH | IWN |
|---|---|---|
| Industrials | 25.3% | 11.9% |
| Financials | 14.6% | 22.4% |
| Information Technology | 12.3% | 8.0% |
| Consumer Discretionary | 11.3% | 8.7% |
| Health Care | 8.9% | 10.0% |
| Other Sectors | 27.1% | 31.6% |
| Unclassified | 0.0% | 7.1% |
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. “Unclassified” is weight we could not classify (0% of IJH, 7% of IWN).
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% |
| IWN | +2.4% | +25.3% | +42.6% | +16.8% | +9.0% | +10.2% | 1.41% |
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 IWN →
Shared Holdings(56)
The top 10 shared positions account for 30% of the overlap, led by HL, TTMI and AHR.
 HLHecla Mining Company COM | 0.39% | 0.62% | 0.39% |
|---|---|---|---|
 TTMITTM Technologies Inc COM | 0.31% | 0.69% | 0.31% |
 AHRAmerican Healthcare REIT Inc. COM SHS | 0.26% | 0.38% | 0.26% |
 CTRECaretrust Reit Inc COM | 0.26% | 0.51% | 0.26% |
 CYTKCytokinetics Inc COM NEW | 0.25% | 0.48% | 0.25% |
 UMBFUMB Financial Corp. COM | 0.25% | 0.52% | 0.25% |
 NXTNextpower Inc. CLASS A COM | 0.56% | 0.24% | 0.24% |
 ONBOld National Bancorp COM | 0.24% | 0.47% | 0.24% |
 FLRFluor Corporation COM | 0.23% | 0.52% | 0.23% |
 CMCCommercial Metals Company COM | 0.21% | 0.47% | 0.21% |
 ORAOrmat Technologies Inc. COM | 0.21% | 0.47% | 0.21% |
 TEXTerex Corporation COM | 0.21% | 0.26% | 0.21% |
 ENSEnerSys COM | 0.20% | 0.42% | 0.20% |
 VALValaris Ltd. CL A | 0.20% | 0.42% | 0.20% |
 GATXGATX Corporation COM | 0.19% | 0.39% | 0.19% |
 PORPortland General Electric Company COM NEW | 0.19% | 0.41% | 0.19% |
 VLYValley National Bancorp. COM | 0.18% | 0.31% | 0.18% |
 UBSIUnited Bankshares Inc COM | 0.18% | 0.40% | 0.18% |
 GBCIGlacier Bancorp Inc. COM | 0.18% | 0.32% | 0.18% |
 TXNMTXNM Energy Inc. COM | 0.18% | 0.40% | 0.18% |
| Taylor Morrison Home Corp COM | 0.18% | 0.38% | 0.18% |
 SWXSouthwest Gas Holdings Inc COM | 0.17% | 0.41% | 0.17% |
 ESNTEssent Group Ltd. COM USD0.015 | 0.17% | 0.37% | 0.17% |
 NJRNew Jersey Resources Corp. COM | 0.17% | 0.38% | 0.17% |
 MURMurphy Oil Corporation COM | 0.17% | 0.39% | 0.17% |
Frequently Asked Questions
How much do IJH and IWN overlap?
IJH and IWN overlap by 8.9% of portfolio weight. They share 56 holdings (IJH holds 399 positions and IWN holds 1406), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IJH and IWN?
The two portfolios are 8.9% 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 IWN?
The largest positions held by both funds are HL, TTMI, AHR, CTRE and CYTK. Together the top 10 shared positions account for 30% of the total overlap.
What does IJH own that IWN doesn't?
343 positions (89.9% of IJH) are unique to IJH, led by FTI, CASY and UTHR. In the other direction, 1350 positions (81.5% of IWN) are unique to IWN.