IWP vs JHMM: Holdings Overlap
IWPiShares Russell Mid-Cap Growth ETF
iShares · 277 holdings · $20.5B · as of 2026-03-31
JHMMJohn Hancock Multifactor Mid Cap ETF
John Hancock · 666 holdings · $6.0B · as of 2026-03-31
How similar are IWP and JHMM?
iShares Russell Mid-Cap Growth ETF (IWP, by iShares) holds 277 positions; John Hancock Multifactor Mid Cap ETF (JHMM, by John Hancock) holds 666. They have 181 holdings in common, and by portfolio weight the two funds are 20.9% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 20.9%Sum of the smaller weight of each shared holding
- Shared Holdings
- 181IWP holds 277 · JHMM holds 666
- Weight in Shared Holdings
- IWP 56%·JHMM 26%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 IWP
96 of 277 positions (43.8% of the fund) are not held by JHMM. Showing the top 30 by weight.
Only in JHMM
485 of 666 positions (73.4% of the fund) are not held by IWP. Showing the top 30 by weight.
Sector Breakdown
| Sector | IWP | JHMM |
|---|---|---|
| Industrials | 24.4% | 20.0% |
| Consumer Discretionary | 21.2% | 9.8% |
| Information Technology | 15.6% | 13.9% |
| Financials | 8.5% | 15.5% |
| Health Care | 14.9% | 10.7% |
| Other Sectors | 15.3% | 29.8% |
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.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IWP | +1.5% | +5.4% | +3.1% | +14.6% | +5.1% | +12.1% | 0.34% |
| JHMM | +3.3% | +17.3% | +24.7% | +15.8% | +8.8% | +11.9% | 0.86% |
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 IWP vs JHMM →
Shared Holdings(181)
The top 10 shared positions account for 19% of the overlap, led by TRGP, FIX and MPWR.
 TRGPTarga Resources Corp. COM | 1.92% | 0.53% | 0.53% |
|---|---|---|---|
 FIXComfort Systems USA Inc. COM | 1.73% | 0.50% | 0.50% |
 MPWRMonolithic Power Systems Inc. COM | 1.82% | 0.46% | 0.46% |
 LNGCheniere Energy Inc COM NEW | 0.98% | 0.45% | 0.45% |
 CAHCardinal Health, Inc. COM | 0.91% | 0.42% | 0.42% |
 EMEEmcor Group Inc COM | 0.41% | 0.37% | 0.37% |
 TPRTapestry Inc COM | 0.95% | 0.33% | 0.33% |
 JBLJabil Inc COM | 0.65% | 0.33% | 0.33% |
 TPLTexas Pacific Land Corporation COM | 0.98% | 0.32% | 0.32% |
 NRGNRG Energy, Inc. COM NEW | 1.08% | 0.32% | 0.32% |
 TTWOTake-Two Interactive Software Inc. COM | 0.44% | 0.30% | 0.30% |
 FTAIFTAI AVIATION LTD COMMON STOCK USD1.0 | 0.90% | 0.29% | 0.29% |
 RMDResMed Inc. COM | 0.28% | 0.30% | 0.28% |
 TSCOTractor Supply Co COM | 0.87% | 0.27% | 0.27% |
 DRIDarden Restaurants, Inc. COM | 0.77% | 0.25% | 0.25% |
 LPLALPL Financial Holdings Inc. COM | 0.86% | 0.25% | 0.25% |
 EXPEExpedia Group Inc COM NEW | 0.96% | 0.24% | 0.24% |
 BURLBurlington Stores Inc. COM | 0.74% | 0.24% | 0.24% |
 NTAPNetApp Inc. COM | 0.29% | 0.24% | 0.24% |
 EXELExelixis, Inc. COM | 0.33% | 0.22% | 0.22% |
 VRSKVerisk Analytics, Inc., Class A | 0.57% | 0.22% | 0.22% |
 WATWaters Corporation COM | 0.33% | 0.22% | 0.22% |
 DXCMDexCom Inc COM | 0.88% | 0.22% | 0.22% |
 ULTAUlta Beauty Inc COM | 0.21% | 0.27% | 0.21% |
 FICOFair Isaac Corporation COM | 0.73% | 0.21% | 0.21% |
Frequently Asked Questions
How much do IWP and JHMM overlap?
IWP and JHMM overlap by 20.9% of portfolio weight. They share 181 holdings (IWP holds 277 positions and JHMM holds 666), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWP and JHMM?
The two portfolios are 20.9% 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 IWP and JHMM?
The largest positions held by both funds are TRGP, FIX, MPWR, LNG and CAH. Together the top 10 shared positions account for 19% of the total overlap.
What does IWP own that JHMM doesn't?
96 positions (43.8% of IWP) are unique to IWP, led by VRT, HWM and RCL. In the other direction, 485 positions (73.4% of JHMM) are unique to JHMM.