IJH vs IWP: Holdings Overlap
IJHiShares Core S&P Mid-Cap ETF
iShares · 399 holdings · $126.1B · as of 2026-03-31
IWPiShares Russell Mid-Cap Growth ETF
iShares · 277 holdings · $20.5B · as of 2026-03-31
How similar are IJH and IWP?
iShares Core S&P Mid-Cap ETF (IJH, by iShares) holds 399 positions; iShares Russell Mid-Cap Growth ETF (IWP, by iShares) holds 277. They have 94 holdings in common, and by portfolio weight the two funds are 13.8% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 13.8%Sum of the smaller weight of each shared holding
- Shared Holdings
- 94IJH holds 399 · IWP holds 277
- Weight in Shared Holdings
- IJH 26%·IWP 15%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
305 of 399 positions (73.4% of the fund) are not held by IWP. Showing the top 30 by weight.
Only in IWP
183 of 277 positions (85.0% of the fund) are not held by IJH. Showing the top 30 by weight.
Sector Breakdown
| Sector | IJH | IWP |
|---|---|---|
| Industrials | 25.3% | 24.4% |
| Consumer Discretionary | 11.3% | 21.2% |
| Information Technology | 12.3% | 15.6% |
| Health Care | 8.9% | 14.9% |
| Financials | 14.6% | 8.5% |
| Other Sectors | 27.1% | 15.3% |
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% |
| IWP | +1.5% | +5.4% | +3.1% | +14.6% | +5.1% | +12.1% | 0.34% |
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 IWP →
Shared Holdings(94)
The top 10 shared positions account for 31% of the overlap, led by BURL, P and SGI.
 BURLBurlington Stores Inc. COM | 0.63% | 0.74% | 0.63% |
|---|---|---|---|
 PEverpure, Inc., Class A | 0.58% | 0.57% | 0.57% |
 SGISomnigroup International Inc. COM | 0.48% | 0.54% | 0.48% |
 PENPenumbra Inc. COM | 0.40% | 0.45% | 0.40% |
 GWREGuidewire Software Inc COM | 0.40% | 0.46% | 0.40% |
 NBIXNeurocrine Biosciences Inc COM | 0.41% | 0.39% | 0.39% |
 LSCCLattice Semiconductor Corporation COM | 0.40% | 0.39% | 0.39% |
 DTDynatrace Inc COM NEW | 0.34% | 0.39% | 0.34% |
 LAMRLamar Advertising Company CL A | 0.34% | 0.39% | 0.34% |
 TXRHTexas Roadhouse Inc COM | 0.34% | 0.39% | 0.34% |
 MEDPMedpace Holdings Inc. COM | 0.34% | 0.39% | 0.34% |
 EXELExelixis, Inc. COM | 0.35% | 0.33% | 0.33% |
 BAHBooz Allen Hamilton Holding Corp. CL A | 0.29% | 0.34% | 0.29% |
 EQHEquitable Holdings Inc COM | 0.28% | 0.34% | 0.28% |
 MUSAMurphy USA Inc. COM | 0.26% | 0.30% | 0.26% |
 DOCUDocusign Inc COM | 0.30% | 0.26% | 0.26% |
| Masimo Corporation COM | 0.25% | 0.29% | 0.25% |
 CAVACAVA Group Inc. COM | 0.25% | 0.29% | 0.25% |
 MANHManhattan Associates Inc COM | 0.25% | 0.28% | 0.25% |
 HALOHalozyme Therapeutics Inc COM | 0.24% | 0.27% | 0.24% |
 KNSLKinsale Capital Group Inc COM | 0.24% | 0.27% | 0.24% |
 SFMSprouts Farmers Markets Inc COM | 0.23% | 0.27% | 0.23% |
 CHWYChewy, Inc., Class A | 0.20% | 0.23% | 0.20% |
 BROSDutch Bros, Inc., Class A | 0.20% | 0.23% | 0.20% |
 CNMCore & Main, Inc., Class A | 0.29% | 0.20% | 0.20% |
Frequently Asked Questions
How much do IJH and IWP overlap?
IJH and IWP overlap by 13.8% of portfolio weight. They share 94 holdings (IJH holds 399 positions and IWP holds 277), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IJH and IWP?
The two portfolios are 13.8% 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 IWP?
The largest positions held by both funds are BURL, P, SGI, PEN and GWRE. Together the top 10 shared positions account for 31% of the total overlap.
What does IJH own that IWP doesn't?
305 positions (73.4% of IJH) are unique to IJH, led by FTI, UTHR and CW. In the other direction, 183 positions (85.0% of IWP) are unique to IWP.