IWM vs JHMM: Holdings Overlap
iShares · 1941 holdings · $82.2B · 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 IWM and JHMM?
iShares Russell 2000 ETF (IWM, by iShares) holds 1941 positions; John Hancock Multifactor Mid Cap ETF (JHMM, by John Hancock) holds 666. They have 87 holdings in common, and by portfolio weight the two funds are 6.9% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 6.9%Sum of the smaller weight of each shared holding
- Shared Holdings
- 87IWM holds 1941 · JHMM holds 666
- Weight in Shared Holdings
- IWM 23%·JHMM 7%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
1854 of 1941 positions (76.3% of the fund) are not held by JHMM. Showing the top 30 by weight.
Only in JHMM
579 of 666 positions (93.0% of the fund) are not held by IWM. Showing the top 30 by weight.
Sector Breakdown
| Sector | IWM | JHMM |
|---|---|---|
| Industrials | 17.9% | 20.0% |
| Health Care | 16.6% | 10.7% |
| Financials | 15.3% | 15.5% |
| Information Technology | 13.6% | 13.9% |
| Consumer Discretionary | 8.0% | 9.8% |
| Other Sectors | 22.7% | 29.8% |
| Unclassified | 5.5% | 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 (5% of IWM, 0% of JHMM).
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% |
| 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 IWM vs JHMM →
Shared Holdings(87)
The top 10 shared positions account for 24% of the overlap, led by NXT, FN and JXN.
 NXTNextpower Inc. CLASS A COM | 0.60% | 0.31% | 0.31% |
|---|---|---|---|
 FNFabrinet COM USD0.01 | 0.64% | 0.18% | 0.18% |
 JXNJackson Financial, Inc., Class A | 0.24% | 0.18% | 0.18% |
 ENSGEnsign Group, Inc. (The) | 0.38% | 0.17% | 0.17% |
 BEBloom Energy Corporation COM CL A | 1.01% | 0.16% | 0.16% |
 DYDycom Industries, Inc. COM | 0.34% | 0.13% | 0.13% |
 STRLSterling Infrastructure Inc COM | 0.41% | 0.13% | 0.13% |
 ECHOEchoStar Corp., Class A | 0.54% | 0.13% | 0.13% |
 RMBSRambus Inc. COM | 0.32% | 0.13% | 0.13% |
 SANMSanmina Corporation | 0.24% | 0.13% | 0.13% |
 SPXCSPX Technologies, Inc. COM | 0.33% | 0.12% | 0.12% |
 MODModine Manufacturing Co. COM | 0.39% | 0.12% | 0.12% |
 IDCCInterDigital, Inc. COM | 0.27% | 0.12% | 0.12% |
 TTMITTM Technologies Inc COM | 0.34% | 0.12% | 0.12% |
 CMCCommercial Metals Company COM | 0.23% | 0.12% | 0.12% |
 WTSWatts Water Technologies, Inc., Class A | 0.27% | 0.11% | 0.11% |
 HQYHealthequity Inc COM | 0.24% | 0.11% | 0.11% |
 KTOSKRATOS DEFENSE and SECURITY SOLU COMMON STOCK USD.001 | 0.43% | 0.11% | 0.11% |
 AEISAdvanced Energy Industries, Inc. COM | 0.41% | 0.11% | 0.11% |
 FCFSFirstcash Holdings Inc COM | 0.25% | 0.11% | 0.11% |
 PRIMPrimoris Services Corp. COM | 0.26% | 0.10% | 0.10% |
 MOG-AMoog, Inc., Class A | 0.28% | 0.10% | 0.10% |
 ONBOld National Bancorp COM | 0.26% | 0.10% | 0.10% |
 CDECoeur Mining Inc COM NEW | 0.65% | 0.10% | 0.10% |
 HLHecla Mining Company COM | 0.40% | 0.10% | 0.10% |
Frequently Asked Questions
How much do IWM and JHMM overlap?
IWM and JHMM overlap by 6.9% of portfolio weight. They share 87 holdings (IWM holds 1941 positions and JHMM holds 666), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWM and JHMM?
The two portfolios are 6.9% 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 JHMM?
The largest positions held by both funds are NXT, FN, JXN, ENSG and BE. Together the top 10 shared positions account for 24% of the total overlap.
What does IWM own that JHMM doesn't?
1854 positions (76.3% of IWM) are unique to IWM, led by Chart Industries, Inc., SM and AGX. In the other direction, 579 positions (93.0% of JHMM) are unique to JHMM.