IWO vs KIE: Holdings Overlap
IWOiShares Russell 2000 Growth ETF
iShares · 1101 holdings · $14.8B · as of 2026-03-31
KIEState Street® SPDR® S&P® Insurance ETF
State Street (SPDR) · 53 holdings · $660M · as of 2026-08-06
Holdings snapshots are 128 days apart (IWO: 2026-03-31, KIE: 2026-08-06). 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 IWO and KIE?
iShares Russell 2000 Growth ETF (IWO, by iShares) holds 1101 positions; State Street® SPDR® S&P® Insurance ETF (KIE, by State Street (SPDR)) holds 53. They have 7 holdings in common, and by portfolio weight the two funds are 1.2% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 1.2%Sum of the smaller weight of each shared holding
- Shared Holdings
- 7IWO holds 1101 · KIE holds 53
- Weight in Shared Holdings
- IWO 1%·KIE 13%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
1094 of 1101 positions (98.7% of the fund) are not held by KIE. Showing the top 30 by weight.
Only in KIE
46 of 53 positions (86.5% of the fund) are not held by IWO. Showing the top 30 by weight.
Sector Breakdown
| Sector | IWO | KIE |
|---|---|---|
| Financials | 8.6% | 98.3% |
| Industrials | 23.7% | 0.0% |
| Health Care | 23.1% | 1.6% |
| Information Technology | 19.0% | 0.0% |
| Consumer Discretionary | 7.3% | 0.0% |
| Other Sectors | 14.1% | 0.0% |
| Unclassified | 4.0% | 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 (4% of IWO, 0% of KIE).
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% |
| KIE | +0.2% | +8.3% | +16.0% | +16.1% | +12.6% | +12.3% | 1.51% |
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 KIE →
Shared Holdings(7)
The top 7 shared positions account for 100% of the overlap, led by SIGI, LMND and PLMR.
 SIGISelective Insurance Group Inc. COM | 0.27% | 1.78% | 0.27% |
|---|---|---|---|
 LMNDLemonade Inc COM | 0.26% | 1.56% | 0.26% |
 PLMRPalomar Holdings Inc COM | 0.21% | 2.03% | 0.21% |
 OSCROscar Health, Inc., Class A | 0.16% | 1.60% | 0.16% |
 BWINBaldwin Insurance Group, Inc. (The), Class A | 0.14% | 2.48% | 0.14% |
 SKWDSkyward Specialty Insurance Group Inc COM | 0.11% | 2.25% | 0.11% |
 SPNTSiriusPoint Ltd COM USD0.1 | 0.01% | 1.70% | 0.01% |
Frequently Asked Questions
How much do IWO and KIE overlap?
IWO and KIE overlap by 1.2% of portfolio weight. They share 7 holdings (IWO holds 1101 positions and KIE holds 53), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWO and KIE?
The two portfolios are 1.2% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of IWO and KIE?
The largest positions held by both funds are SIGI, LMND, PLMR, OSCR and BWIN. Together the top 7 shared positions account for 100% of the total overlap.
What does IWO own that KIE doesn't?
1094 positions (98.7% of IWO) are unique to IWO, led by BE, FN and CRDO. In the other direction, 46 positions (86.5% of KIE) are unique to KIE.