IJK vs IWP: Holdings Overlap
IJKiShares S&P Mid-Cap 400 Growth ETF
iShares · 242 holdings · $11.0B · as of 2026-03-31
IWPiShares Russell Mid-Cap Growth ETF
iShares · 277 holdings · $20.5B · as of 2026-03-31
How similar are IJK and IWP?
iShares S&P Mid-Cap 400 Growth ETF (IJK, by iShares) holds 242 positions; iShares Russell Mid-Cap Growth ETF (IWP, by iShares) holds 277. They have 76 holdings in common, and by portfolio weight the two funds are 13.3% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 13.3%Sum of the smaller weight of each shared holding
- Shared Holdings
- 76IJK holds 242 · IWP holds 277
- Weight in Shared Holdings
- IJK 35%·IWP 14%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
166 of 242 positions (65.0% of the fund) are not held by IWP. Showing the top 30 by weight.
Only in IWP
201 of 277 positions (86.3% of the fund) are not held by IJK. Showing the top 30 by weight.
Sector Breakdown
| Sector | IJK | IWP |
|---|---|---|
| Industrials | 31.3% | 24.4% |
| Consumer Discretionary | 10.2% | 21.2% |
| Information Technology | 17.3% | 15.6% |
| Health Care | 14.4% | 14.9% |
| Financials | 7.2% | 8.5% |
| Other Sectors | 19.4% | 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 |
|---|---|---|---|---|---|---|---|
| IJK | +3.1% | +21.4% | +27.9% | +15.9% | +8.4% | +11.3% | 0.52% |
| 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 IJK vs IWP →
Shared Holdings(76)
The top 10 shared positions account for 35% of the overlap, led by BURL, P and SGI.
 BURLBurlington Stores, Inc. | 0.76% | 0.74% | 0.74% |
|---|---|---|---|
 PEverpure, Inc., Class A | 1.14% | 0.57% | 0.57% |
 SGISomnigroup International, Inc. | 0.95% | 0.54% | 0.54% |
 GWREGuidewire Software, Inc. | 0.78% | 0.46% | 0.46% |
 PENPenumbra, Inc. | 0.79% | 0.45% | 0.45% |
 LAMRLamar Advertising Co., Class A | 0.40% | 0.39% | 0.39% |
 TXRHTexas Roadhouse, Inc. | 0.67% | 0.39% | 0.39% |
 NBIXNeurocrine Biosciences, Inc. | 0.81% | 0.39% | 0.39% |
 DTDynatrace, Inc. | 0.68% | 0.39% | 0.39% |
 LSCCLattice Semiconductor Corp. | 0.46% | 0.39% | 0.39% |
 MEDPMedpace Holdings, Inc. | 0.66% | 0.39% | 0.39% |
 EXELExelixis, Inc. | 0.68% | 0.33% | 0.33% |
| Masimo Corp. | 0.28% | 0.29% | 0.28% |
 MANHManhattan Associates, Inc. | 0.30% | 0.28% | 0.28% |
 EQHEquitable Holdings, Inc. | 0.28% | 0.34% | 0.28% |
 KNSLKinsale Capital Group, Inc. | 0.46% | 0.27% | 0.27% |
 HALOHalozyme Therapeutics, Inc. | 0.47% | 0.27% | 0.27% |
 DOCUDocuSign, Inc. | 0.34% | 0.26% | 0.26% |
 CHWYChewy, Inc., Class A | 0.26% | 0.23% | 0.23% |
 PLNTPlanet Fitness, Inc., Class A | 0.38% | 0.22% | 0.22% |
 BROSDutch Bros, Inc., Class A | 0.22% | 0.23% | 0.22% |
 CELHCelsius Holdings, Inc. | 0.35% | 0.21% | 0.21% |
 CAVACava Group, Inc. | 0.21% | 0.29% | 0.21% |
 AAONAAON, Inc. | 0.34% | 0.20% | 0.20% |
 BSYBentley Systems, Inc., Class B | 0.20% | 0.20% | 0.20% |
Frequently Asked Questions
How much do IJK and IWP overlap?
IJK and IWP overlap by 13.3% of portfolio weight. They share 76 holdings (IJK holds 242 positions and IWP holds 277), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IJK and IWP?
The two portfolios are 13.3% 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 IWP?
The largest positions held by both funds are BURL, P, SGI, GWRE and PEN. Together the top 10 shared positions account for 35% of the total overlap.
What does IJK own that IWP doesn't?
166 positions (65.0% of IJK) are unique to IJK, led by FTI, UTHR and CW. In the other direction, 201 positions (86.3% of IWP) are unique to IWP.