IJK vs IWO: Holdings Overlap
IJKiShares S&P Mid-Cap 400 Growth ETF
iShares · 242 holdings · $11.0B · as of 2026-03-31
IWOiShares Russell 2000 Growth ETF
iShares · 1101 holdings · $14.8B · as of 2026-03-31
How similar are IJK and IWO?
iShares S&P Mid-Cap 400 Growth ETF (IJK, by iShares) holds 242 positions; iShares Russell 2000 Growth ETF (IWO, by iShares) holds 1101. They have 45 holdings in common, and by portfolio weight the two funds are 14.4% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 14.4%Sum of the smaller weight of each shared holding
- Shared Holdings
- 45IJK holds 242 · IWO holds 1101
- Weight in Shared Holdings
- IJK 17%·IWO 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 IJK
197 of 242 positions (83.3% of the fund) are not held by IWO. Showing the top 30 by weight.
Sector Breakdown
| Sector | IJK | IWO |
|---|---|---|
| Industrials | 31.3% | 23.7% |
| Health Care | 14.4% | 23.1% |
| Information Technology | 17.3% | 19.0% |
| Consumer Discretionary | 10.2% | 7.3% |
| Financials | 7.2% | 8.6% |
| Other Sectors | 19.4% | 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 IJK, 4% of IWO).
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% |
| 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 IJK vs IWO →
Shared Holdings(45)
The top 10 shared positions account for 50% of the overlap, led by FN, KTOS and STRL.
 FNFabrinet | 1.15% | 1.26% | 1.15% |
|---|---|---|---|
 KTOSKratos Defense & Security Solutions, Inc. | 0.80% | 0.86% | 0.80% |
 STRLSterling Infrastructure, Inc. | 0.77% | 0.81% | 0.77% |
 AEISAdvanced Energy Industries, Inc. | 0.75% | 0.82% | 0.75% |
 NXTNextpower, Inc., Class A | 0.71% | 0.94% | 0.71% |
 ENSGEnsign Group, Inc. (The) | 0.71% | 0.76% | 0.71% |
 DYDycom Industries, Inc. | 0.62% | 0.66% | 0.62% |
 SPXCSPX Technologies, Inc. | 0.61% | 0.65% | 0.61% |
| Chart Industries, Inc. | 0.57% | 0.63% | 0.57% |
 RMBSRambus, Inc. | 0.57% | 0.62% | 0.57% |
 ARWRArrowhead Pharmaceuticals, Inc. | 0.54% | 0.57% | 0.54% |
 MOG-AMoog, Inc., Class A | 0.51% | 0.55% | 0.51% |
 WTSWatts Water Technologies, Inc., Class A | 0.49% | 0.53% | 0.49% |
 IDCCInterDigital, Inc. | 0.48% | 0.52% | 0.48% |
 SITMSiTime Corp. | 0.47% | 0.52% | 0.47% |
 FCFSFirstCash Holdings, Inc. | 0.45% | 0.50% | 0.45% |
 HQYHealthEquity, Inc. | 0.44% | 0.47% | 0.44% |
 AVAVAeroVironment, Inc. | 0.36% | 0.46% | 0.36% |
 HIMSHims & Hers Health, Inc., Class A | 0.26% | 0.29% | 0.26% |
 OPCHOption Care Health, Inc. | 0.26% | 0.29% | 0.26% |
 VICRVicor Corp. | 0.22% | 0.25% | 0.22% |
 SLABSilicon Laboratories, Inc. | 0.22% | 0.46% | 0.22% |
 LNTHLantheus Holdings, Inc. | 0.21% | 0.33% | 0.21% |
 AHRAmerican Healthcare REIT, Inc. | 0.31% | 0.20% | 0.20% |
 QLYSQualys, Inc. | 0.19% | 0.21% | 0.19% |
Frequently Asked Questions
How much do IJK and IWO overlap?
IJK and IWO overlap by 14.4% of portfolio weight. They share 45 holdings (IJK holds 242 positions and IWO holds 1101), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IJK and IWO?
The two portfolios are 14.4% 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 IJK and IWO?
The largest positions held by both funds are FN, KTOS, STRL, AEIS and NXT. Together the top 10 shared positions account for 50% of the total overlap.
What does IJK own that IWO doesn't?
197 positions (83.3% of IJK) are unique to IJK, led by FTI, CASY and UTHR. In the other direction, 1056 positions (82.2% of IWO) are unique to IWO.