IWM vs IJH: Holdings Overlap
iShares · 1941 holdings · $82.2B · as of 2026-03-31
IJHiShares Core S&P Mid-Cap ETF
iShares · 399 holdings · $126.1B · as of 2026-03-31
How similar are IWM and IJH?
iShares Russell 2000 ETF (IWM, by iShares) holds 1941 positions; iShares Core S&P Mid-Cap ETF (IJH, by iShares) holds 399. They have 91 holdings in common, and by portfolio weight the two funds are 16.9% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 16.9%Sum of the smaller weight of each shared holding
- Shared Holdings
- 91IWM holds 1941 · IJH holds 399
- Weight in Shared Holdings
- IWM 18%·IJH 17%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 IWM
1850 of 1941 positions (81.3% of the fund) are not held by IJH. Showing the top 30 by weight.
Sector Breakdown
| Sector | IWM | IJH |
|---|---|---|
| Industrials | 17.9% | 25.3% |
| Health Care | 16.6% | 8.9% |
| Financials | 15.3% | 14.6% |
| Information Technology | 13.6% | 12.3% |
| Consumer Discretionary | 8.0% | 11.3% |
| Other Sectors | 22.7% | 27.1% |
| Unclassified | 5.5% | 0.0% |
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 (5% of IWM, 0% of IJH).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IWM | +1.8% | +23.0% | +38.6% | +17.1% | +7.5% | +10.8% | 0.88% |
| IJH | +3.1% | +18.4% | +26.0% | +14.5% | +9.0% | +11.2% | 1.14% |
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 IWM vs IJH →
Shared Holdings(91)
The top 10 shared positions account for 24% of the overlap, led by FN, NXT and KTOS.
 FNFabrinet COM USD0.01 | 0.64% | 0.58% | 0.58% |
|---|---|---|---|
 NXTNextpower Inc. CLASS A COM | 0.60% | 0.56% | 0.56% |
 KTOSKratos Defense & Security Solutions, Inc. COM NEW | 0.43% | 0.41% | 0.41% |
 STRLSterling Infrastructure Inc COM | 0.41% | 0.39% | 0.39% |
 HLHecla Mining Company COM | 0.40% | 0.39% | 0.39% |
 AEISAdvanced Energy Industries, Inc. COM | 0.41% | 0.38% | 0.38% |
 ENSGEnsign Group, Inc. (The) | 0.38% | 0.36% | 0.36% |
 DYDycom Industries, Inc. COM | 0.34% | 0.32% | 0.32% |
 TTMITTM Technologies Inc COM | 0.34% | 0.31% | 0.31% |
 SPXCSPX Technologies, Inc. COM | 0.33% | 0.31% | 0.31% |
| Chart Industries Inc COM | 0.32% | 0.29% | 0.29% |
 RMBSRambus Inc. COM | 0.32% | 0.29% | 0.29% |
 ARWRArrowhead Pharmaceuticals Inc COM | 0.29% | 0.27% | 0.27% |
 AHRAmerican Healthcare REIT Inc. COM SHS | 0.29% | 0.26% | 0.26% |
 MOG-AMoog, Inc., Class A | 0.28% | 0.26% | 0.26% |
 CTRECaretrust Reit Inc COM | 0.28% | 0.26% | 0.26% |
 CYTKCytokinetics Inc COM NEW | 0.27% | 0.25% | 0.25% |
 UMBFUMB Financial Corp. COM | 0.28% | 0.25% | 0.25% |
 WTSWatts Water Technologies, Inc., Class A | 0.27% | 0.25% | 0.25% |
 IDCCInterDigital, Inc. COM | 0.27% | 0.24% | 0.24% |
 ONBOld National Bancorp COM | 0.26% | 0.24% | 0.24% |
 SITMSitime Corporation COM | 0.26% | 0.24% | 0.24% |
 FLRFluor Corporation COM | 0.26% | 0.23% | 0.23% |
 FCFSFirstcash Holdings Inc COM | 0.25% | 0.23% | 0.23% |
 HQYHealthequity Inc COM | 0.24% | 0.22% | 0.22% |
Frequently Asked Questions
How much do IWM and IJH overlap?
IWM and IJH overlap by 16.9% of portfolio weight. They share 91 holdings (IWM holds 1941 positions and IJH holds 399), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWM and IJH?
The two portfolios are 16.9% 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 IWM and IJH?
The largest positions held by both funds are FN, NXT, KTOS, STRL and HL. Together the top 10 shared positions account for 24% of the total overlap.
What does IWM own that IJH doesn't?
1850 positions (81.3% of IWM) are unique to IWM, led by BE, CDE and ECHO. In the other direction, 308 positions (82.5% of IJH) are unique to IJH.