IWM vs XMMO: Holdings Overlap
iShares · 1941 holdings · $82.2B · as of 2026-03-31
XMMOInvesco S&P MidCap Momentum ETF
Invesco · 76 holdings · $7.2B · as of 2026-04-30
Holdings snapshots are 30 days apart (IWM: 2026-03-31, XMMO: 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 XMMO?
iShares Russell 2000 ETF (IWM, by iShares) holds 1941 positions; Invesco S&P MidCap Momentum ETF (XMMO, by Invesco) holds 76. They have 25 holdings in common, and by portfolio weight the two funds are 7.5% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 7.5%Sum of the smaller weight of each shared holding
- Shared Holdings
- 25IWM holds 1941 · XMMO holds 76
- Weight in Shared Holdings
- IWM 7%·XMMO 30%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
1916 of 1941 positions (92.2% of the fund) are not held by XMMO. Showing the top 30 by weight.
Sector Breakdown
| Sector | IWM | XMMO |
|---|---|---|
| Industrials | 17.9% | 40.3% |
| Health Care | 16.6% | 6.3% |
| Financials | 15.3% | 3.8% |
| Information Technology | 13.6% | 15.0% |
| Consumer Discretionary | 8.0% | 6.1% |
| Other Sectors | 22.7% | 28.2% |
| 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 XMMO).
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% |
| XMMO | +1.1% | +17.4% | +26.1% | +25.9% | +14.3% | +18.6% | 0.60% |
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 XMMO →
Shared Holdings(25)
The top 10 shared positions account for 56% of the overlap, led by FN, NXT and KTOS.
 FNFabrinet | 0.64% | 2.86% | 0.64% |
|---|---|---|---|
 NXTNextpower, Inc., Class A | 0.60% | 2.21% | 0.60% |
 KTOSKratos Defense & Security Solutions, Inc. | 0.43% | 1.86% | 0.43% |
 AEISAdvanced Energy Industries, Inc. | 0.41% | 1.83% | 0.41% |
 STRLSterling Infrastructure, Inc. | 0.41% | 2.16% | 0.41% |
 HLHecla Mining Co. | 0.40% | 1.93% | 0.40% |
 TTMITTM Technologies, Inc. | 0.34% | 2.61% | 0.34% |
 DYDycom Industries, Inc. | 0.34% | 1.60% | 0.34% |
 SPXCSPX Technologies, Inc. | 0.33% | 0.80% | 0.33% |
 RMBSRambus, Inc. | 0.32% | 1.00% | 0.32% |
 ARWRArrowhead Pharmaceuticals, Inc. | 0.29% | 1.64% | 0.29% |
 AHRAmerican Healthcare REIT, Inc. | 0.29% | 1.29% | 0.29% |
 WTSWatts Water Technologies, Inc., Class A | 0.27% | 0.79% | 0.27% |
 FCFSFirstCash Holdings, Inc. | 0.25% | 0.98% | 0.25% |
 AVAVAeroVironment, Inc. | 0.24% | 0.39% | 0.24% |
 CMCCommercial Metals Co. | 0.23% | 0.74% | 0.23% |
 ORAOrmat Technologies, Inc. | 0.23% | 1.12% | 0.23% |
 ENSEnerSys | 0.22% | 1.04% | 0.22% |
 PORPortland General Electric Co. | 0.20% | 0.53% | 0.20% |
 TXNMTXNM Energy, Inc. | 0.20% | 0.51% | 0.20% |
 CNXCNX Resources Corp. | 0.18% | 0.46% | 0.18% |
 SRSpire, Inc. | 0.18% | 0.46% | 0.18% |
 BKHBlack Hills Corp. | 0.18% | 0.53% | 0.18% |
 SBRASabra Health Care REIT, Inc. | 0.16% | 0.36% | 0.16% |
 BCOBrink's Co. (The) | 0.15% | 0.35% | 0.15% |
Frequently Asked Questions
How much do IWM and XMMO overlap?
IWM and XMMO overlap by 7.5% of portfolio weight. They share 25 holdings (IWM holds 1941 positions and XMMO holds 76), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWM and XMMO?
The two portfolios are 7.5% 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 XMMO?
The largest positions held by both funds are FN, NXT, KTOS, AEIS and STRL. Together the top 10 shared positions account for 56% of the total overlap.
What does IWM own that XMMO doesn't?
1916 positions (92.2% of IWM) are unique to IWM, led by BE, CDE and ECHO. In the other direction, 51 positions (69.6% of XMMO) are unique to XMMO.