IWR vs IWM: Holdings Overlap
IWRiShares Russell Mid-Cap ETF
iShares · 806 holdings · $57.6B · as of 2026-03-31
iShares · 1941 holdings · $82.2B · as of 2026-03-31
How similar are IWR and IWM?
iShares Russell Mid-Cap ETF (IWR, by iShares) holds 806 positions; iShares Russell 2000 ETF (IWM, by iShares) holds 1941. They have 0 holdings in common, and by portfolio weight the two funds are 0.0% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 0.0%Sum of the smaller weight of each shared holding
- Shared Holdings
- 0IWR holds 806 · IWM holds 1941
- Weight in Shared Holdings
- IWR 0%·IWM 0%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
806 of 806 positions (99.7% of the fund) are not held by IWM. Showing the top 30 by weight.
Sector Breakdown
| Sector | IWR | IWM |
|---|---|---|
| Industrials | 18.7% | 17.9% |
| Health Care | 9.2% | 16.6% |
| Financials | 13.6% | 15.3% |
| Information Technology | 13.0% | 13.6% |
| Consumer Discretionary | 10.8% | 8.0% |
| Other Sectors | 34.3% | 22.7% |
| Unclassified | 0.1% | 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 (0% of IWR, 5% of IWM).
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% |
| 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 IWR vs IWM →
Shared Holdings(0)
These two funds have no holdings in common.
Frequently Asked Questions
How much do IWR and IWM overlap?
IWR and IWM overlap by 0.0% of portfolio weight. They share 0 holdings (IWR holds 806 positions and IWM holds 1941), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWR and IWM?
The two portfolios are 0.0% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What does IWR own that IWM doesn't?
806 positions (99.7% of IWR) are unique to IWR, led by GLW, VRT and HWM. In the other direction, 1941 positions (99.7% of IWM) are unique to IWM.