IJR vs JHMM: Holdings Overlap
IJRiShares Core S&P Small-Cap ETF
iShares · 605 holdings · $113.4B · as of 2026-03-31
JHMMJohn Hancock Multifactor Mid Cap ETF
John Hancock · 666 holdings · $6.0B · as of 2026-03-31
How similar are IJR and JHMM?
iShares Core S&P Small-Cap ETF (IJR, by iShares) holds 605 positions; John Hancock Multifactor Mid Cap ETF (JHMM, by John Hancock) holds 666. They have 45 holdings in common, and by portfolio weight the two funds are 3.3% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 3.3%Sum of the smaller weight of each shared holding
- Shared Holdings
- 45IJR holds 605 · JHMM holds 666
- Weight in Shared Holdings
- IJR 17%·JHMM 3%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 IJR
560 of 605 positions (81.4% of the fund) are not held by JHMM. Showing the top 30 by weight.
Only in JHMM
621 of 666 positions (96.5% of the fund) are not held by IJR. Showing the top 30 by weight.
Sector Breakdown
| Sector | IJR | JHMM |
|---|---|---|
| Industrials | 17.1% | 20.0% |
| Financials | 17.4% | 15.5% |
| Information Technology | 12.7% | 13.9% |
| Consumer Discretionary | 13.2% | 9.8% |
| Health Care | 11.1% | 10.7% |
| Other Sectors | 26.0% | 29.8% |
| Unclassified | 0.9% | 0.1% |
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 (1% of IJR, 0% of JHMM).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IJR | +2.4% | +24.5% | +36.4% | +14.5% | +7.7% | +10.9% | 1.10% |
| JHMM | +3.3% | +17.3% | +24.7% | +15.8% | +8.8% | +11.9% | 0.86% |
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 IJR vs JHMM →
Shared Holdings(45)
The top 10 shared positions account for 38% of the overlap, led by JXN, EMN and LNC.
 JXNJackson Financial, Inc., Class A | 0.20% | 0.18% | 0.18% |
|---|---|---|---|
 EMNEastman Chemical Company COM | 0.57% | 0.16% | 0.16% |
 LNCLincoln National Corp. COM | 0.33% | 0.15% | 0.15% |
 QRVOQorvo Inc COM | 0.43% | 0.14% | 0.14% |
 SANMSanmina Corporation | 0.46% | 0.13% | 0.13% |
 LKQLKQ Corporation COM | 0.49% | 0.12% | 0.12% |
 PAYCPaycom Software Inc COM | 0.39% | 0.11% | 0.11% |
 AWIArmstrong World Industries, Inc. COM | 0.46% | 0.11% | 0.11% |
 PRIMPrimoris Services Corp. COM | 0.50% | 0.10% | 0.10% |
 ESIElement Solutions Inc COM | 0.51% | 0.10% | 0.10% |
 LWLamb Weston Holdings Inc COM | 0.38% | 0.09% | 0.09% |
 MOHMolina Healthcare, Inc. COM | 0.45% | 0.09% | 0.09% |
 ZWSZurn Elkay Water Solutions Corporation COMMON STOCK | 0.43% | 0.09% | 0.09% |
 FSSFederal Signal Corp. COM | 0.43% | 0.09% | 0.09% |
 KMXCarmax Inc COM | 0.38% | 0.09% | 0.09% |
 JBTMJBT Marel Corp. COM | 0.43% | 0.09% | 0.09% |
 EATBrinker International, Inc. COM | 0.41% | 0.08% | 0.08% |
 ADTADT Inc COM | 0.22% | 0.08% | 0.08% |
 MKTXMarketAxess Holdings Inc. COM | 0.38% | 0.08% | 0.08% |
 IBPInstalled Building Products Inc COM | 0.39% | 0.08% | 0.08% |
 MTCHMatch Group Inc COM | 0.47% | 0.08% | 0.08% |
 MHKMohawk Industries, Inc. COM | 0.33% | 0.08% | 0.08% |
| Gates Industrial Corp PLC COM USD0.01 | 0.37% | 0.07% | 0.07% |
 KRYSKrystal Biotech Inc COM | 0.44% | 0.06% | 0.06% |
 TRNOTerreno Realty Corporation COM | 0.42% | 0.06% | 0.06% |
Frequently Asked Questions
How much do IJR and JHMM overlap?
IJR and JHMM overlap by 3.3% of portfolio weight. They share 45 holdings (IJR holds 605 positions and JHMM holds 666), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IJR and JHMM?
The two portfolios are 3.3% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of IJR and JHMM?
The largest positions held by both funds are JXN, EMN, LNC, QRVO and SANM. Together the top 10 shared positions account for 38% of the total overlap.
What does IJR own that JHMM doesn't?
560 positions (81.4% of IJR) are unique to IJR, led by AGX, CE and SM. In the other direction, 621 positions (96.5% of JHMM) are unique to JHMM.