IWD vs IWM: Holdings Overlap
IWDiShares Russell 1000 Value ETF
iShares · 866 holdings · $83.6B · as of 2026-03-31
iShares · 1941 holdings · $82.2B · as of 2026-03-31
How similar are IWD and IWM?
iShares Russell 1000 Value ETF (IWD, by iShares) holds 866 positions; iShares Russell 2000 ETF (IWM, by iShares) holds 1941. They have 0 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
- 0IWD holds 866 · IWM holds 1941
- Weight in Shared Holdings
- IWD 0%·IWM 0%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 IWD
866 of 866 positions (99.8% of the fund) are not held by IWM. Showing the top 30 by weight.
Sector Breakdown
| Sector | IWD | IWM |
|---|---|---|
| Financials | 20.0% | 15.3% |
| Industrials | 13.4% | 17.9% |
| Health Care | 11.7% | 16.6% |
| Information Technology | 11.7% | 13.6% |
| Consumer Discretionary | 7.0% | 8.0% |
| Other Sectors | 36.1% | 22.7% |
| 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 IWD, 5% of IWM).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IWD | +4.0% | +23.3% | +34.5% | +19.0% | +11.9% | +11.7% | 1.36% |
| 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 IWD vs IWM →
Shared Holdings(0)
These two funds have no holdings in common.
Frequently Asked Questions
How much do IWD and IWM overlap?
IWD and IWM overlap by 0.0% of portfolio weight. They share 0 holdings (IWD holds 866 positions and IWM holds 1941), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWD 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 does IWD own that IWM doesn't?
866 positions (99.8% of IWD) are unique to IWD, led by BRK-B, JPM and XOM. In the other direction, 1941 positions (99.7% of IWM) are unique to IWM.