IWO vs XMMO: Holdings Overlap
IWOiShares Russell 2000 Growth ETF
iShares · 1101 holdings · $14.8B · 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 (IWO: 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 IWO and XMMO?
iShares Russell 2000 Growth ETF (IWO, by iShares) holds 1101 positions; Invesco S&P MidCap Momentum ETF (XMMO, by Invesco) holds 76. They have 16 holdings in common, and by portfolio weight the two funds are 9.3% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 9.3%Sum of the smaller weight of each shared holding
- Shared Holdings
- 16IWO holds 1101 · XMMO holds 76
- Weight in Shared Holdings
- IWO 9%·XMMO 23%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
1085 of 1101 positions (90.4% of the fund) are not held by XMMO. Showing the top 30 by weight.
Sector Breakdown
| Sector | IWO | XMMO |
|---|---|---|
| Industrials | 23.7% | 40.3% |
| Health Care | 23.1% | 6.3% |
| Information Technology | 19.0% | 15.0% |
| Financials | 8.6% | 3.8% |
| Materials | 3.8% | 7.9% |
| Other Sectors | 17.6% | 26.4% |
| 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 XMMO).
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% |
| 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 IWO vs XMMO →
Shared Holdings(16)
The top 10 shared positions account for 83% of the overlap, led by FN, NXT and KTOS.
 FNFabrinet | 1.26% | 2.86% | 1.26% |
|---|---|---|---|
 NXTNextpower, Inc., Class A | 0.94% | 2.21% | 0.94% |
 KTOSKratos Defense & Security Solutions, Inc. | 0.86% | 1.86% | 0.86% |
 AEISAdvanced Energy Industries, Inc. | 0.82% | 1.83% | 0.82% |
 STRLSterling Infrastructure, Inc. | 0.81% | 2.16% | 0.81% |
 DYDycom Industries, Inc. | 0.66% | 1.60% | 0.66% |
 SPXCSPX Technologies, Inc. | 0.65% | 0.80% | 0.65% |
 RMBSRambus, Inc. | 0.62% | 1.00% | 0.62% |
 ARWRArrowhead Pharmaceuticals, Inc. | 0.57% | 1.64% | 0.57% |
 WTSWatts Water Technologies, Inc., Class A | 0.53% | 0.79% | 0.53% |
 FCFSFirstCash Holdings, Inc. | 0.50% | 0.98% | 0.50% |
 AVAVAeroVironment, Inc. | 0.46% | 0.39% | 0.39% |
 BCOBrink's Co. (The) | 0.29% | 0.35% | 0.29% |
 AHRAmerican Healthcare REIT, Inc. | 0.20% | 1.29% | 0.20% |
 HLHecla Mining Co. | 0.19% | 1.93% | 0.19% |
 ENSEnerSys | 0.02% | 1.04% | 0.02% |
Frequently Asked Questions
How much do IWO and XMMO overlap?
IWO and XMMO overlap by 9.3% of portfolio weight. They share 16 holdings (IWO holds 1101 positions and XMMO holds 76), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWO and XMMO?
The two portfolios are 9.3% 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 IWO and XMMO?
The largest positions held by both funds are FN, NXT, KTOS, AEIS and STRL. Together the top 10 shared positions account for 83% of the total overlap.
What does IWO own that XMMO doesn't?
1085 positions (90.4% of IWO) are unique to IWO, led by BE, CRDO and BBIO. In the other direction, 60 positions (76.9% of XMMO) are unique to XMMO.