ITOT vs IWM: Holdings Overlap
ITOTiShares Core S&P Total U.S. Stock Market ETF
iShares · 2487 holdings · $97.6B · as of 2026-03-31
iShares · 1941 holdings · $82.2B · as of 2026-03-31
How similar are ITOT and IWM?
iShares Core S&P Total U.S. Stock Market ETF (ITOT, by iShares) holds 2487 positions; iShares Russell 2000 ETF (IWM, by iShares) holds 1941. They have 1409 holdings in common, and by portfolio weight the two funds are 4.6% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 4.6%Sum of the smaller weight of each shared holding
- Shared Holdings
- 1409ITOT holds 2487 · IWM holds 1941
- Weight in Shared Holdings
- ITOT 5%·IWM 94%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 ITOT
1078 of 2487 positions (95.2% of the fund) are not held by IWM. Showing the top 30 by weight.
Sector Breakdown
| Sector | ITOT | IWM |
|---|---|---|
| Information Technology | 30.8% | 13.6% |
| Industrials | 10.2% | 17.9% |
| Health Care | 9.9% | 16.6% |
| Financials | 12.9% | 15.3% |
| Consumer Discretionary | 9.9% | 8.0% |
| Other Sectors | 26.0% | 22.7% |
| Unclassified | 0.1% | 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 ITOT, 5% of IWM).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| ITOT | +3.3% | +14.6% | +24.1% | +20.9% | +12.3% | +14.9% | 0.97% |
| 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 ITOT vs IWM →
Shared Holdings(1409)
The top 10 shared positions account for 6% of the overlap, led by BE, FN and NXT.
 BEBloom Energy Corp., Class A | 0.06% | 1.01% | 0.06% |
|---|---|---|---|
 FNFabrinet | 0.03% | 0.64% | 0.03% |
 NXTNextpower, Inc., Class A | 0.03% | 0.60% | 0.03% |
 CDECoeur Mining, Inc. | 0.03% | 0.65% | 0.03% |
 ECHOEchoStar Corp., Class A | 0.02% | 0.54% | 0.02% |
 CRDOCredo Technology Group Holding Ltd. | 0.02% | 0.52% | 0.02% |
 KTOSKratos Defense & Security Solutions, Inc. | 0.02% | 0.43% | 0.02% |
 BBIOBridgebio Pharma, Inc. | 0.02% | 0.40% | 0.02% |
 STRLSterling Infrastructure, Inc. | 0.02% | 0.41% | 0.02% |
 HLHecla Mining Co. | 0.02% | 0.40% | 0.02% |
 AEISAdvanced Energy Industries, Inc. | 0.02% | 0.41% | 0.02% |
 GHGuardant Health, Inc. | 0.02% | 0.39% | 0.02% |
 MODModine Manufacturing Co. | 0.02% | 0.39% | 0.02% |
 ENSGEnsign Group, Inc. (The) | 0.02% | 0.38% | 0.02% |
 IONQIonQ, Inc. | 0.02% | 0.34% | 0.02% |
 TTMITTM Technologies, Inc. | 0.02% | 0.34% | 0.02% |
 SPXCSPX Technologies, Inc. | 0.02% | 0.33% | 0.02% |
 DYDycom Industries, Inc. | 0.02% | 0.34% | 0.02% |
 MDGLMadrigal Pharmaceuticals, Inc. | 0.02% | 0.30% | 0.02% |
| Chart Industries, Inc. | 0.01% | 0.32% | 0.01% |
 RMBSRambus, Inc. | 0.01% | 0.32% | 0.01% |
 ARWRArrowhead Pharmaceuticals, Inc. | 0.01% | 0.29% | 0.01% |
 PRAXPraxis Precision Medicines, Inc. | 0.01% | 0.28% | 0.01% |
 MOG-AMoog, Inc., Class A | 0.01% | 0.28% | 0.01% |
 AHRAmerican Healthcare REIT, Inc. | 0.01% | 0.29% | 0.01% |
Showing the top 250 of 1409 shared holdings by overlap weight.
Frequently Asked Questions
How much do ITOT and IWM overlap?
ITOT and IWM overlap by 4.6% of portfolio weight. They share 1409 holdings (ITOT holds 2487 positions and IWM holds 1941), based on each fund's latest SEC-reported holdings.
Is it redundant to own both ITOT and IWM?
The two portfolios are 4.6% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of ITOT and IWM?
The largest positions held by both funds are BE, FN, NXT, CDE and ECHO. Together the top 10 shared positions account for 6% of the total overlap.
What does ITOT own that IWM doesn't?
1078 positions (95.2% of ITOT) are unique to ITOT, led by NVDA, AAPL and MSFT. In the other direction, 532 positions (6.0% of IWM) are unique to IWM.