IJH vs IWO: Holdings Overlap
IJHiShares Core S&P Mid-Cap ETF
iShares · 399 holdings · $126.1B · as of 2026-03-31
IWOiShares Russell 2000 Growth ETF
iShares · 1101 holdings · $14.8B · as of 2026-03-31
How similar are IJH and IWO?
iShares Core S&P Mid-Cap ETF (IJH, by iShares) holds 399 positions; iShares Russell 2000 Growth ETF (IWO, by iShares) holds 1101. They have 54 holdings in common, and by portfolio weight the two funds are 9.4% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 9.4%Sum of the smaller weight of each shared holding
- Shared Holdings
- 54IJH holds 399 · IWO holds 1101
- Weight in Shared Holdings
- IJH 11%·IWO 19%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
345 of 399 positions (88.0% of the fund) are not held by IWO. Showing the top 30 by weight.
Sector Breakdown
| Sector | IJH | IWO |
|---|---|---|
| Industrials | 25.3% | 23.7% |
| Health Care | 8.9% | 23.1% |
| Information Technology | 12.3% | 19.0% |
| Financials | 14.6% | 8.6% |
| Consumer Discretionary | 11.3% | 7.3% |
| Other Sectors | 27.1% | 14.1% |
| Unclassified | 0.0% | 4.0% |
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, 4% of IWO).
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% |
| IWO | +1.2% | +21.0% | +34.7% | +17.5% | +5.9% | +11.0% | 0.42% |
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 IWO →
Shared Holdings(54)
The top 10 shared positions account for 41% of the overlap, led by FN, NXT and KTOS.
0.58% | 1.26% | 0.58% | |
0.56% | 0.94% | 0.56% | |
0.41% | 0.86% | 0.41% | |
0.39% | 0.81% | 0.39% | |
0.38% | 0.82% | 0.38% | |
0.36% | 0.76% | 0.36% | |
0.32% | 0.66% | 0.32% | |
0.31% | 0.65% | 0.31% | |
| Chart Industries Inc COM | 0.29% | 0.63% | 0.29% |
0.29% | 0.62% | 0.29% | |
0.27% | 0.57% | 0.27% | |
0.26% | 0.55% | 0.26% | |
0.25% | 0.53% | 0.25% | |
0.24% | 0.52% | 0.24% | |
0.24% | 0.52% | 0.24% | |
0.23% | 0.50% | 0.23% | |
0.22% | 0.47% | 0.22% | |
0.21% | 0.46% | 0.21% | |
0.26% | 0.20% | 0.20% | |
0.21% | 0.19% | 0.19% | |
0.39% | 0.19% | 0.19% | |
0.18% | 0.46% | 0.18% | |
0.16% | 0.33% | 0.16% | |
0.14% | 0.31% | 0.14% | |
0.14% | 0.27% | 0.14% |
Frequently Asked Questions
How much do IJH and IWO overlap?
IJH and IWO overlap by 9.4% of portfolio weight. They share 54 holdings (IJH holds 399 positions and IWO holds 1101), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IJH and IWO?
The two portfolios are 9.4% 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 IWO?
The largest positions held by both funds are FN, NXT, KTOS, STRL and AEIS. Together the top 10 shared positions account for 41% of the total overlap.
What does IJH own that IWO doesn't?
345 positions (88.0% of IJH) are unique to IJH, led by FTI, CASY and UTHR. In the other direction, 1047 positions (81.2% of IWO) are unique to IWO.