IWM vs RSP: Holdings Overlap
iShares · 1941 holdings · $82.2B · as of 2026-03-31
RSPInvesco S&P 500 Equal Weight ETF
Invesco · 504 holdings · $97.5B · as of 2026-04-30
Holdings snapshots are 30 days apart (IWM: 2026-03-31, RSP: 2026-04-30). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are IWM and RSP?
iShares Russell 2000 ETF (IWM, by iShares) holds 1941 positions; Invesco S&P 500 Equal Weight ETF (RSP, by Invesco) holds 504. They have 1 holdings in common, and by portfolio weight the two funds are 0.2% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 0.2%Sum of the smaller weight of each shared holding
- Shared Holdings
- 1IWM holds 1941 · RSP holds 504
- Weight in Shared Holdings
- IWM 1%·RSP 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 IWM
1940 of 1941 positions (99.1% of the fund) are not held by RSP. Showing the top 30 by weight.
Sector Breakdown
| Sector | IWM | RSP |
|---|---|---|
| Industrials | 17.9% | 15.5% |
| Health Care | 16.6% | 10.9% |
| Information Technology | 13.6% | 15.9% |
| Financials | 15.3% | 15.5% |
| Consumer Discretionary | 8.0% | 9.2% |
| Other Sectors | 22.7% | 32.5% |
| 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 RSP).
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% |
| RSP | +2.5% | +15.8% | +22.4% | +14.8% | +9.2% | +12.0% | 1.46% |
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 RSP →
Shared Holdings(1)
 ECHOEchoStar Corp., Class A | 0.54% | 0.21% | 0.21% |
|---|
Frequently Asked Questions
How much do IWM and RSP overlap?
IWM and RSP overlap by 0.2% of portfolio weight. They share 1 holdings (IWM holds 1941 positions and RSP holds 504), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWM and RSP?
The two portfolios are 0.2% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of IWM and RSP?
The largest positions held by both funds are ECHO. Together the top 1 shared positions account for 100% of the total overlap.
What does IWM own that RSP doesn't?
1940 positions (99.1% of IWM) are unique to IWM, led by BE, CDE and FN. In the other direction, 503 positions (99.3% of RSP) are unique to RSP.