IWR vs XMMO: Holdings Overlap
IWRiShares Russell Mid-Cap ETF
iShares · 806 holdings · $57.6B · 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 (IWR: 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 IWR and XMMO?
iShares Russell Mid-Cap ETF (IWR, by iShares) holds 806 positions; Invesco S&P MidCap Momentum ETF (XMMO, by Invesco) holds 76. They have 49 holdings in common, and by portfolio weight the two funds are 5.1% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 5.1%Sum of the smaller weight of each shared holding
- Shared Holdings
- 49IWR holds 806 · XMMO holds 76
- Weight in Shared Holdings
- IWR 5%·XMMO 69%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
757 of 806 positions (94.6% of the fund) are not held by XMMO. Showing the top 30 by weight.
Sector Breakdown
| Sector | IWR | XMMO |
|---|---|---|
| Industrials | 18.7% | 40.3% |
| Information Technology | 13.0% | 15.0% |
| Financials | 13.6% | 3.8% |
| Consumer Discretionary | 10.8% | 6.1% |
| Health Care | 9.2% | 6.3% |
| Other Sectors | 34.3% | 28.2% |
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% |
| 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 IWR vs XMMO →
Shared Holdings(49)
The top 10 shared positions account for 34% of the overlap, led by FTI, CW and FLEX.
 FTITechnipFMC plc | 0.22% | 3.60% | 0.22% |
|---|---|---|---|
 CWCurtiss-Wright Corp. | 0.20% | 3.91% | 0.20% |
 FLEXFlex Ltd. | 0.19% | 2.56% | 0.19% |
 RGLDRoyal Gold, Inc. | 0.17% | 2.60% | 0.17% |
 WWDWoodward, Inc. | 0.17% | 2.58% | 0.17% |
 MTZMasTec, Inc. | 0.16% | 2.26% | 0.16% |
 ATIATI, Inc. | 0.16% | 2.63% | 0.16% |
 CRSCarpenter Technology Corp. | 0.15% | 1.74% | 0.15% |
 NVTnVent Electric plc | 0.15% | 2.32% | 0.15% |
 BWXTBWX Technologies, Inc. | 0.15% | 2.21% | 0.15% |
 RBARB Global, Inc. | 0.14% | 1.50% | 0.14% |
 AAAlcoa Corp. | 0.14% | 1.25% | 0.14% |
 RBCRBC Bearings, Inc. | 0.13% | 1.77% | 0.13% |
 MKSIMKS, Inc. | 0.12% | 1.92% | 0.12% |
 NLYAnnaly Capital Management, Inc. | 0.12% | 1.35% | 0.12% |
 SGISomnigroup International, Inc. | 0.12% | 1.25% | 0.12% |
 MTSIMACOM Technology Solutions Holdings, Inc. | 0.12% | 1.49% | 0.12% |
 WPCW.P. Carey Inc. | 0.12% | 1.60% | 0.12% |
 TLNTalen Energy Corp. | 0.11% | 1.16% | 0.11% |
 APGAPI Group Corp. | 0.11% | 2.03% | 0.11% |
 DTMDT Midstream, Inc. | 0.11% | 1.13% | 0.11% |
 NYTNew York Times Co. (The), Class A | 0.11% | 1.05% | 0.11% |
 LECOLincoln Electric Holdings, Inc. | 0.11% | 1.09% | 0.11% |
 OHIOmega Healthcare Investors, Inc. | 0.10% | 1.16% | 0.10% |
 WCCWESCO International, Inc. | 0.10% | 1.46% | 0.10% |
Frequently Asked Questions
How much do IWR and XMMO overlap?
IWR and XMMO overlap by 5.1% of portfolio weight. They share 49 holdings (IWR holds 806 positions and XMMO holds 76), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWR and XMMO?
The two portfolios are 5.1% 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 XMMO?
The largest positions held by both funds are FTI, CW, FLEX, RGLD and WWD. Together the top 10 shared positions account for 34% of the total overlap.
What does IWR own that XMMO doesn't?
757 positions (94.6% of IWR) are unique to IWR, led by GLW, VRT and HWM. In the other direction, 27 positions (31.0% of XMMO) are unique to XMMO.