JHMM vs IWR: Holdings Overlap
JHMMJohn Hancock Multifactor Mid Cap ETF
John Hancock · 666 holdings · $6.0B · as of 2026-03-31
IWRiShares Russell Mid-Cap ETF
iShares · 806 holdings · $57.6B · as of 2026-03-31
How similar are JHMM and IWR?
John Hancock Multifactor Mid Cap ETF (JHMM, by John Hancock) holds 666 positions; iShares Russell Mid-Cap ETF (IWR, by iShares) holds 806. They have 559 holdings in common, and by portfolio weight the two funds are 63.7% identical. In practical terms the pair is heavily overlapping, with largely the same stocks driving both funds.
- Overlap by Weight
- 63.7%Sum of the smaller weight of each shared holding
- Shared Holdings
- 559JHMM holds 666 · IWR holds 806
- Weight in Shared Holdings
- JHMM 92%·IWR 67%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 JHMM
107 of 666 positions (8.2% of the fund) are not held by IWR. Showing the top 30 by weight.
Sector Breakdown
| Sector | JHMM | IWR |
|---|---|---|
| Industrials | 20.0% | 18.7% |
| Financials | 15.5% | 13.6% |
| Information Technology | 13.9% | 13.0% |
| Consumer Discretionary | 9.8% | 10.8% |
| Health Care | 10.7% | 9.2% |
| Other Sectors | 29.8% | 34.3% |
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 |
|---|---|---|---|---|---|---|---|
| JHMM | +3.3% | +17.3% | +24.7% | +15.8% | +8.8% | +11.9% | 0.86% |
| IWR | +2.9% | +18.1% | +23.0% | +16.4% | +8.5% | +11.6% | 1.12% |
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 JHMM vs IWR →
Shared Holdings(559)
The top 10 shared positions account for 6% of the overlap, led by LNG, CIEN and TRGP.
 LNGCheniere Energy Inc COM NEW | 0.45% | 0.48% | 0.45% |
|---|---|---|---|
 CIENCiena Corporation COM NEW | 0.47% | 0.43% | 0.43% |
 TRGPTarga Resources Corp. COM | 0.53% | 0.42% | 0.42% |
 MPWRMonolithic Power Systems Inc. COM | 0.46% | 0.40% | 0.40% |
 CAHCardinal Health, Inc. COM | 0.42% | 0.40% | 0.40% |
 ETREntergy Corporation COM | 0.49% | 0.40% | 0.40% |
 AMEAmetek, Inc. COM | 0.46% | 0.39% | 0.39% |
 KEYSKeysight Technologies, Inc. COM | 0.52% | 0.39% | 0.39% |
 FIXComfort Systems USA Inc. COM | 0.50% | 0.38% | 0.38% |
 LITELumentum Holdings Inc. COM | 0.37% | 0.39% | 0.37% |
 TERTeradyne Inc. COM | 0.44% | 0.37% | 0.37% |
 WABWestinghouse Air Brake Technologies Corp. | 0.41% | 0.34% | 0.34% |
 FITBFifth Third Bancorp COM | 0.42% | 0.33% | 0.33% |
 COHRCoherent Corp COM | 0.44% | 0.33% | 0.33% |
 EBAYeBay Inc. COM | 0.42% | 0.33% | 0.33% |
 ROKRockwell Automation, Inc. COM | 0.38% | 0.32% | 0.32% |
 CBRECBRE Group, Inc., Class A | 0.33% | 0.32% | 0.32% |
 FANGDiamondback Energy Inc COM | 0.35% | 0.31% | 0.31% |
 KRThe Kroger Co. COM | 0.30% | 0.33% | 0.30% |
 HIGThe Hartford Insurance Group Inc. COM | 0.47% | 0.30% | 0.30% |
 NDAQNasdaq Inc COM | 0.30% | 0.30% | 0.30% |
 GRMNGarmin Ltd COM CHF10.00 | 0.31% | 0.30% | 0.30% |
 TTWOTake-Two Interactive Software Inc. COM | 0.30% | 0.29% | 0.29% |
 EQTEQT Corporation COM | 0.28% | 0.30% | 0.28% |
 STTState Street Corp. COM | 0.36% | 0.28% | 0.28% |
Showing the top 250 of 559 shared holdings by overlap weight.
Frequently Asked Questions
How much do JHMM and IWR overlap?
JHMM and IWR overlap by 63.7% of portfolio weight. They share 559 holdings (JHMM holds 666 positions and IWR holds 806), based on each fund's latest SEC-reported holdings.
Is it redundant to own both JHMM and IWR?
The two portfolios are 63.7% identical by weight. Owning both mostly doubles down on the shared core rather than diversifying: the same large positions drive both funds.
What are the biggest shared holdings of JHMM and IWR?
The largest positions held by both funds are LNG, CIEN, TRGP, MPWR and CAH. Together the top 10 shared positions account for 6% of the total overlap.
What does JHMM own that IWR doesn't?
107 positions (8.2% of JHMM) are unique to JHMM, led by NXT, IBKR and FN. In the other direction, 247 positions (32.4% of IWR) are unique to IWR.