IYM vs XMMO: Holdings Overlap
IYMiShares U.S. Basic Materials ETF
iShares · 38 holdings · $1.1B · as of 2026-04-30
XMMOInvesco S&P MidCap Momentum ETF
Invesco · 76 holdings · $7.2B · as of 2026-04-30
How similar are IYM and XMMO?
iShares U.S. Basic Materials ETF (IYM, by iShares) holds 38 positions; Invesco S&P MidCap Momentum ETF (XMMO, by Invesco) holds 76. They have 7 holdings in common, and by portfolio weight the two funds are 9.9% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 9.9%Sum of the smaller weight of each shared holding
- Shared Holdings
- 7IYM holds 38 · XMMO holds 76
- Weight in Shared Holdings
- IYM 12%·XMMO 11%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 IYM
31 of 38 positions (88.3% of the fund) are not held by XMMO. Showing the top 30 by weight.
Sector Breakdown
| Sector | IYM | XMMO |
|---|---|---|
| Materials | 88.4% | 7.9% |
| Industrials | 11.4% | 40.3% |
| Information Technology | 0.0% | 15.0% |
| Energy | 0.0% | 7.1% |
| Utilities | 0.0% | 6.4% |
| Other Sectors | 0.0% | 22.9% |
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 |
|---|---|---|---|---|---|---|---|
| IYM | +5.2% | +23.1% | +34.0% | +13.6% | +9.2% | +10.8% | 1.24% |
| 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 IYM vs XMMO →
Shared Holdings(7)
The top 7 shared positions account for 100% of the overlap, led by RGLD, RBC and CRS.
 RGLDRoyal Gold, Inc. COM | 2.18% | 2.60% | 2.18% |
|---|---|---|---|
 RBCRBC Bearings Incorporated | 2.07% | 1.77% | 1.77% |
 CRSCarpenter Technology Corporation COM | 2.29% | 1.74% | 1.74% |
 MLIMueller Industries Inc. COM | 1.63% | 2.12% | 1.63% |
 AAAlcoa Corporation COM | 1.83% | 1.25% | 1.25% |
 MPMP Materials Corp., Class A | 1.05% | 0.90% | 0.90% |
 NEUNewmarket Corporation COM | 0.48% | 0.45% | 0.45% |
Frequently Asked Questions
How much do IYM and XMMO overlap?
IYM and XMMO overlap by 9.9% of portfolio weight. They share 7 holdings (IYM holds 38 positions and XMMO holds 76), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IYM and XMMO?
The two portfolios are 9.9% 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 IYM and XMMO?
The largest positions held by both funds are RGLD, RBC, CRS, MLI and AA. Together the top 7 shared positions account for 100% of the total overlap.
What does IYM own that XMMO doesn't?
31 positions (88.3% of IYM) are unique to IYM, led by LIN, NEM and FCX. In the other direction, 69 positions (88.8% of XMMO) are unique to XMMO.