IWO vs IWM: Holdings Overlap
IWOiShares Russell 2000 Growth ETF
iShares · 1101 holdings · $14.8B · as of 2026-03-31
iShares · 1941 holdings · $82.2B · as of 2026-03-31
How similar are IWO and IWM?
iShares Russell 2000 Growth ETF (IWO, by iShares) holds 1101 positions; iShares Russell 2000 ETF (IWM, by iShares) holds 1941. They have 1101 holdings in common, and by portfolio weight the two funds are 56.4% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 56.4%Sum of the smaller weight of each shared holding
- Shared Holdings
- 1101IWO holds 1101 · IWM holds 1941
- Weight in Shared Holdings
- IWO 100%·IWM 65%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 IWO
Every position in IWO is also held by IWM, so it brings nothing the other fund doesn’t already own.
Sector Breakdown
| Sector | IWO | IWM |
|---|---|---|
| Industrials | 23.7% | 17.9% |
| Health Care | 23.1% | 16.6% |
| Information Technology | 19.0% | 13.6% |
| Financials | 8.6% | 15.3% |
| Consumer Discretionary | 7.3% | 8.0% |
| Other Sectors | 14.1% | 22.7% |
| Unclassified | 4.0% | 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 (4% of IWO, 5% of IWM).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IWO | +1.2% | +21.0% | +34.7% | +17.5% | +5.9% | +11.0% | 0.42% |
| 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 IWO vs IWM →
Shared Holdings(1101)
The top 10 shared positions account for 10% of the overlap, led by BE, CDE and FN.
 BEBloom Energy Corp., Class A | 1.99% | 1.01% | 1.01% |
|---|---|---|---|
 CDECoeur Mining, Inc. | 0.64% | 0.65% | 0.64% |
 FNFabrinet | 1.26% | 0.64% | 0.64% |
 NXTNextpower, Inc., Class A | 0.94% | 0.60% | 0.60% |
 CRDOCredo Technology Group Holding Ltd. | 1.02% | 0.52% | 0.52% |
 KTOSKratos Defense & Security Solutions, Inc. | 0.86% | 0.43% | 0.43% |
 AEISAdvanced Energy Industries, Inc. | 0.82% | 0.41% | 0.41% |
 STRLSterling Infrastructure, Inc. | 0.81% | 0.41% | 0.41% |
 BBIOBridgebio Pharma, Inc. | 0.79% | 0.40% | 0.40% |
 GHGuardant Health, Inc. | 0.77% | 0.39% | 0.39% |
 MODModine Manufacturing Co. | 0.76% | 0.39% | 0.39% |
 ENSGEnsign Group, Inc. (The) | 0.76% | 0.38% | 0.38% |
 IONQIonQ, Inc. | 0.67% | 0.34% | 0.34% |
 DYDycom Industries, Inc. | 0.66% | 0.34% | 0.34% |
 SPXCSPX Technologies, Inc. | 0.65% | 0.33% | 0.33% |
| Chart Industries, Inc. | 0.63% | 0.32% | 0.32% |
 RMBSRambus, Inc. | 0.62% | 0.32% | 0.32% |
 MDGLMadrigal Pharmaceuticals, Inc. | 0.60% | 0.30% | 0.30% |
 ARWRArrowhead Pharmaceuticals, Inc. | 0.57% | 0.29% | 0.29% |
 MOG-AMoog, Inc., Class A | 0.55% | 0.28% | 0.28% |
 WTSWatts Water Technologies, Inc., Class A | 0.53% | 0.27% | 0.27% |
 IDCCInterDigital, Inc. | 0.52% | 0.27% | 0.27% |
 SITMSiTime Corp. | 0.52% | 0.26% | 0.26% |
 PRIMPrimoris Services Corp. | 0.49% | 0.26% | 0.26% |
 VIAVViavi Solutions, Inc. | 0.51% | 0.26% | 0.26% |
Showing the top 250 of 1101 shared holdings by overlap weight.
Frequently Asked Questions
How much do IWO and IWM overlap?
IWO and IWM overlap by 56.4% of portfolio weight. They share 1101 holdings (IWO holds 1101 positions and IWM holds 1941), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWO and IWM?
The two portfolios are 56.4% identical by weight. Owning both is defensible: they share a meaningful core, but each fund adds exposure the other lacks.
What are the biggest shared holdings of IWO and IWM?
The largest positions held by both funds are BE, CDE, FN, NXT and CRDO. Together the top 10 shared positions account for 10% of the total overlap.
What does IWO own that IWM doesn't?
Nothing. Every position in IWO is also held by IWM. In the other direction, 840 positions (34.6% of IWM) are unique to IWM.