IVV vs IWM: Holdings Overlap
iShares · 503 holdings · $901.0B · as of 2026-03-31
iShares · 1941 holdings · $82.2B · as of 2026-03-31
How similar are IVV and IWM?
iShares Core S&P 500 ETF (IVV, by iShares) holds 503 positions; iShares Russell 2000 ETF (IWM, by iShares) holds 1941. They have 1 holdings in common, and by portfolio weight the two funds are 0.0% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 0.0%Sum of the smaller weight of each shared holding
- Shared Holdings
- 1IVV holds 503 · IWM holds 1941
- Weight in Shared Holdings
- IVV 0%·IWM 1%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 IVV
502 of 503 positions (99.8% of the fund) are not held by IWM. Showing the top 30 by weight.
Only in IWM
1940 of 1941 positions (99.1% of the fund) are not held by IVV. Showing the top 30 by weight.
Sector Breakdown
| Sector | IVV | IWM |
|---|---|---|
| Information Technology | 32.6% | 13.6% |
| Industrials | 9.0% | 17.9% |
| Health Care | 9.4% | 16.6% |
| Financials | 12.6% | 15.3% |
| Communication Services | 10.5% | 2.5% |
| Other Sectors | 25.7% | 28.2% |
| 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 IVV, 5% of IWM).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IVV | +3.4% | +14.0% | +23.7% | +21.3% | +13.4% | +15.4% | 1.05% |
| 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 IVV vs IWM →
Shared Holdings(1)
 ECHOEchoStar Corp., Class A | 0.03% | 0.54% | 0.03% |
|---|
Frequently Asked Questions
How much do IVV and IWM overlap?
IVV and IWM overlap by 0.0% of portfolio weight. They share 1 holdings (IVV holds 503 positions and IWM holds 1941), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IVV and IWM?
The two portfolios are 0.0% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of IVV and IWM?
The largest positions held by both funds are ECHO. Together the top 1 shared positions account for 94% of the total overlap.
What does IVV own that IWM doesn't?
502 positions (99.8% of IVV) are unique to IVV, led by NVDA, AAPL and MSFT. In the other direction, 1940 positions (99.1% of IWM) are unique to IWM.