IJK vs IWM: Holdings Overlap
IJKiShares S&P Mid-Cap 400 Growth ETF
iShares · 242 holdings · $11.0B · as of 2026-03-31
iShares · 1941 holdings · $82.2B · as of 2026-03-31
How similar are IJK and IWM?
iShares S&P Mid-Cap 400 Growth ETF (IJK, by iShares) holds 242 positions; iShares Russell 2000 ETF (IWM, by iShares) holds 1941. They have 57 holdings in common, and by portfolio weight the two funds are 12.3% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 12.3%Sum of the smaller weight of each shared holding
- Shared Holdings
- 57IJK holds 242 · IWM holds 1941
- Weight in Shared Holdings
- IJK 19%·IWM 13%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 IJK
185 of 242 positions (80.6% of the fund) are not held by IWM. Showing the top 30 by weight.
Sector Breakdown
| Sector | IJK | IWM |
|---|---|---|
| Industrials | 31.3% | 17.9% |
| Information Technology | 17.3% | 13.6% |
| Health Care | 14.4% | 16.6% |
| Financials | 7.2% | 15.3% |
| Consumer Discretionary | 10.2% | 8.0% |
| Other Sectors | 19.4% | 22.7% |
| Unclassified | 0.0% | 5.5% |
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 IJK, 5% of IWM).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IJK | +3.1% | +21.4% | +27.9% | +15.9% | +8.4% | +11.3% | 0.52% |
| IWM | +1.8% | +23.0% | +38.6% | +17.1% | +7.5% | +10.8% | 0.88% |
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 IJK vs IWM →
Shared Holdings(57)
The top 10 shared positions account for 35% of the overlap, led by FN, NXT and KTOS.
 FNFabrinet | 1.15% | 0.64% | 0.64% |
|---|---|---|---|
 NXTNextpower, Inc., Class A | 0.71% | 0.60% | 0.60% |
 KTOSKratos Defense & Security Solutions, Inc. | 0.80% | 0.43% | 0.43% |
 AEISAdvanced Energy Industries, Inc. | 0.75% | 0.41% | 0.41% |
 STRLSterling Infrastructure, Inc. | 0.77% | 0.41% | 0.41% |
 HLHecla Mining Co. | 0.77% | 0.40% | 0.40% |
 ENSGEnsign Group, Inc. (The) | 0.71% | 0.38% | 0.38% |
 TTMITTM Technologies, Inc. | 0.62% | 0.34% | 0.34% |
 DYDycom Industries, Inc. | 0.62% | 0.34% | 0.34% |
 SPXCSPX Technologies, Inc. | 0.61% | 0.33% | 0.33% |
| Chart Industries, Inc. | 0.57% | 0.32% | 0.32% |
 RMBSRambus, Inc. | 0.57% | 0.32% | 0.32% |
 ARWRArrowhead Pharmaceuticals, Inc. | 0.54% | 0.29% | 0.29% |
 AHRAmerican Healthcare REIT, Inc. | 0.31% | 0.29% | 0.29% |
 MOG-AMoog, Inc., Class A | 0.51% | 0.28% | 0.28% |
 CTRECareTrust REIT, Inc. | 0.50% | 0.28% | 0.28% |
 WTSWatts Water Technologies, Inc., Class A | 0.49% | 0.27% | 0.27% |
 CYTKCytokinetics, Inc. | 0.27% | 0.27% | 0.27% |
 IDCCInterDigital, Inc. | 0.48% | 0.27% | 0.27% |
 SITMSiTime Corp. | 0.47% | 0.26% | 0.26% |
 FCFSFirstCash Holdings, Inc. | 0.45% | 0.25% | 0.25% |
 HQYHealthEquity, Inc. | 0.44% | 0.24% | 0.24% |
 AVAVAeroVironment, Inc. | 0.36% | 0.24% | 0.24% |
 ORAOrmat Technologies, Inc. | 0.42% | 0.23% | 0.23% |
 SLABSilicon Laboratories, Inc. | 0.22% | 0.23% | 0.22% |
Frequently Asked Questions
How much do IJK and IWM overlap?
IJK and IWM overlap by 12.3% of portfolio weight. They share 57 holdings (IJK holds 242 positions and IWM holds 1941), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IJK and IWM?
The two portfolios are 12.3% 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 IJK and IWM?
The largest positions held by both funds are FN, NXT, KTOS, AEIS and STRL. Together the top 10 shared positions account for 35% of the total overlap.
What does IJK own that IWM doesn't?
185 positions (80.6% of IJK) are unique to IJK, led by FTI, CASY and UTHR. In the other direction, 1884 positions (86.9% of IWM) are unique to IWM.