IJJ vs IWP: Holdings Overlap
IJJiShares S&P Mid-Cap 400 Value ETF
iShares · 301 holdings · $9.0B · as of 2026-03-31
IWPiShares Russell Mid-Cap Growth ETF
iShares · 277 holdings · $20.5B · as of 2026-03-31
How similar are IJJ and IWP?
iShares S&P Mid-Cap 400 Value ETF (IJJ, by iShares) holds 301 positions; iShares Russell Mid-Cap Growth ETF (IWP, by iShares) holds 277. They have 55 holdings in common, and by portfolio weight the two funds are 6.2% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 6.2%Sum of the smaller weight of each shared holding
- Shared Holdings
- 55IJJ holds 301 · IWP holds 277
- Weight in Shared Holdings
- IJJ 17%·IWP 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 IJJ
246 of 301 positions (82.2% of the fund) are not held by IWP. Showing the top 30 by weight.
Only in IWP
222 of 277 positions (92.8% of the fund) are not held by IJJ. Showing the top 30 by weight.
Sector Breakdown
| Sector | IJJ | IWP |
|---|---|---|
| Industrials | 19.0% | 24.4% |
| Financials | 22.4% | 8.5% |
| Consumer Discretionary | 12.4% | 21.2% |
| Information Technology | 7.0% | 15.6% |
| Health Care | 3.2% | 14.9% |
| Other Sectors | 35.1% | 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 |
|---|---|---|---|---|---|---|---|
| IJJ | +3.0% | +15.1% | +23.8% | +12.8% | +9.2% | +10.5% | 1.56% |
| 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 IJJ vs IWP →
Shared Holdings(55)
The top 10 shared positions account for 50% of the overlap, led by BURL, BAH and LSCC.
 BURLBurlington Stores, Inc. | 0.50% | 0.74% | 0.50% |
|---|---|---|---|
 BAHBooz Allen Hamilton Holding Corp. | 0.60% | 0.34% | 0.34% |
 LSCCLattice Semiconductor Corp. | 0.33% | 0.39% | 0.33% |
 MUSAMurphy USA, Inc. | 0.53% | 0.30% | 0.30% |
 CAVACava Group, Inc. | 0.30% | 0.29% | 0.29% |
 EQHEquitable Holdings, Inc. | 0.28% | 0.34% | 0.28% |
 LAMRLamar Advertising Co., Class A | 0.28% | 0.39% | 0.28% |
 SFMSprouts Farmers Market, Inc. | 0.29% | 0.27% | 0.27% |
 DOCUDocuSign, Inc. | 0.25% | 0.26% | 0.25% |
| Masimo Corp. | 0.22% | 0.29% | 0.22% |
 MANHManhattan Associates, Inc. | 0.20% | 0.28% | 0.20% |
 CNMCore & Main, Inc., Class A | 0.33% | 0.20% | 0.20% |
 PINSPinterest, Inc., Class A | 0.22% | 0.19% | 0.19% |
 WHWyndham Hotels & Resorts, Inc. | 0.18% | 0.19% | 0.18% |
 BROSDutch Bros, Inc., Class A | 0.18% | 0.23% | 0.18% |
 JLLJones Lang LaSalle, Inc. | 0.91% | 0.14% | 0.14% |
 CHWYChewy, Inc., Class A | 0.14% | 0.23% | 0.14% |
 MTNVail Resorts, Inc. | 0.15% | 0.13% | 0.13% |
 BSYBentley Systems, Inc., Class B | 0.12% | 0.20% | 0.12% |
 HLIHoulihan Lokey, Inc., Class A | 0.23% | 0.11% | 0.11% |
 ENTGEntegris, Inc. | 0.68% | 0.10% | 0.10% |
 HLNEHamilton Lane, Inc., Class A | 0.12% | 0.09% | 0.09% |
 MORNMorningstar, Inc. | 0.13% | 0.09% | 0.09% |
 NTNXNutanix, Inc., Class A | 0.26% | 0.09% | 0.09% |
 RYANRyan Specialty Holdings, Inc., Class A | 0.08% | 0.13% | 0.08% |
Frequently Asked Questions
How much do IJJ and IWP overlap?
IJJ and IWP overlap by 6.2% of portfolio weight. They share 55 holdings (IJJ holds 301 positions and IWP holds 277), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IJJ and IWP?
The two portfolios are 6.2% 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 IJJ and IWP?
The largest positions held by both funds are BURL, BAH, LSCC, MUSA and CAVA. Together the top 10 shared positions account for 50% of the total overlap.
What does IJJ own that IWP doesn't?
246 positions (82.2% of IJJ) are unique to IJJ, led by USFD, AA and OVV. In the other direction, 222 positions (92.8% of IWP) are unique to IWP.