IWR vs IJH: Holdings Overlap
IWRiShares Russell Mid-Cap ETF
iShares · 806 holdings · $57.6B · as of 2026-03-31
IJHiShares Core S&P Mid-Cap ETF
iShares · 399 holdings · $126.1B · as of 2026-03-31
How similar are IWR and IJH?
iShares Russell Mid-Cap ETF (IWR, by iShares) holds 806 positions; iShares Core S&P Mid-Cap ETF (IJH, by iShares) holds 399. They have 303 holdings in common, and by portfolio weight the two funds are 20.6% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 20.6%Sum of the smaller weight of each shared holding
- Shared Holdings
- 303IWR holds 806 · IJH holds 399
- Weight in Shared Holdings
- IWR 21%·IJH 81%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 IWR
503 of 806 positions (79.1% of the fund) are not held by IJH. Showing the top 30 by weight.
Only in IJH
96 of 399 positions (18.0% of the fund) are not held by IWR. Showing the top 30 by weight.
Sector Breakdown
| Sector | IWR | IJH |
|---|---|---|
| Industrials | 18.7% | 25.3% |
| Financials | 13.6% | 14.6% |
| Information Technology | 13.0% | 12.3% |
| Consumer Discretionary | 10.8% | 11.3% |
| Health Care | 9.2% | 8.9% |
| Other Sectors | 34.3% | 27.1% |
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 |
|---|---|---|---|---|---|---|---|
| IWR | +2.9% | +18.1% | +23.0% | +16.4% | +8.5% | +11.6% | 1.12% |
| IJH | +3.1% | +18.4% | +26.0% | +14.5% | +9.0% | +11.2% | 1.14% |
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 IWR vs IJH →
Shared Holdings(303)
The top 10 shared positions account for 9% of the overlap, led by FTI, CASY and UTHR.
 FTITechnipFMC PLC USD1 | 0.22% | 0.87% | 0.22% |
|---|---|---|---|
 CASYCasey'S General Stores Inc. COM | 0.21% | 0.84% | 0.21% |
 UTHRUnited Therapeutics Corporation COM | 0.20% | 0.80% | 0.20% |
 CWCurtiss-Wright Corp. COM | 0.20% | 0.78% | 0.20% |
 FLEXFlex Ltd. COM USD0.01 | 0.19% | 0.75% | 0.19% |
 XPOXPO Inc COM | 0.18% | 0.71% | 0.18% |
 RGLDRoyal Gold, Inc. COM | 0.17% | 0.64% | 0.17% |
 WWDWoodward Inc. COM | 0.17% | 0.67% | 0.17% |
 USFDUS Foods Holding Corp COM | 0.16% | 0.63% | 0.16% |
 BURLBurlington Stores Inc. COM | 0.16% | 0.63% | 0.16% |
 MTZMastec, Inc. COM | 0.16% | 0.62% | 0.16% |
 ATIATI Inc COM | 0.16% | 0.62% | 0.16% |
 CRSCarpenter Technology Corporation COM | 0.15% | 0.61% | 0.15% |
 ILMNIllumina Inc COM | 0.15% | 0.59% | 0.15% |
 NVTNVent Electric PLC COM USD0.01 | 0.15% | 0.60% | 0.15% |
 BWXTBWX Technologies Inc. COM | 0.15% | 0.58% | 0.15% |
 PEverpure, Inc., Class A | 0.15% | 0.58% | 0.15% |
 TWLOTwilio, Inc., Class A | 0.14% | 0.60% | 0.14% |
 RBARB Global Inc COM | 0.14% | 0.56% | 0.14% |
 ENTGEntegris Inc COM | 0.14% | 0.56% | 0.14% |
 AAAlcoa Corporation COM | 0.14% | 0.54% | 0.14% |
 OVVOvintiv Inc COM | 0.14% | 0.51% | 0.14% |
 RBCRBC Bearings Inc COM | 0.13% | 0.54% | 0.13% |
 THCTenet Healthcare Corporation COM NEW | 0.13% | 0.52% | 0.13% |
 ITTITT Inc COM | 0.13% | 0.51% | 0.13% |
Showing the top 250 of 303 shared holdings by overlap weight.
Frequently Asked Questions
How much do IWR and IJH overlap?
IWR and IJH overlap by 20.6% of portfolio weight. They share 303 holdings (IWR holds 806 positions and IJH holds 399), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWR and IJH?
The two portfolios are 20.6% 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 IWR and IJH?
The largest positions held by both funds are FTI, CASY, UTHR, CW and FLEX. Together the top 10 shared positions account for 9% of the total overlap.
What does IWR own that IJH doesn't?
503 positions (79.1% of IWR) are unique to IWR, led by GLW, VRT and HWM. In the other direction, 96 positions (18.0% of IJH) are unique to IJH.