IJH vs IWM ETF holdings comparison
iShares Core S&P Mid-Cap ETF (IJH) · iShares Russell 2000 ETF (IWM)
IJH and IWM overlap by 11.3% by portfolio weight. The remaining 88.7 percentage points are not counted as shared holdings weight by this calculation. They share 84 stocks; the largest shared position is Moog Inc. (MOG.A), contributing 0.26% to the overlap.
The holdings dates differ. This can slightly understate overlap for funds tracking similar indexes.
What this means
IJH and IWM share a smaller portion of their portfolio weight in the same underlying stocks. OverlapCheck labels this "low holdings overlap" using house ranges of 70% or more, 30% to under 70%, and under 30%. These descriptive ranges are not industry standards or investment guidance. Holdings overlap does not measure correlation, volatility, geographic or factor exposure, fees, or suitability.
Overlap by weight sums the smaller of the two funds' weights for every stock they both hold. It answers "how much of my money is in the same stocks either way?" See methodology.
This comparison covers normalized equity positions represented in the dataset. Cash, derivatives, options, structured notes, and other non-equity assets are not included, so the result is not a complete comparison of every asset or risk in either fund.
Top shared holdings
| Company | Ticker | in IJH | in IWM |
|---|---|---|---|
| Moog Inc. | MOG.A | 0.26% | 0.38% |
| Caretrust Reit Inc | CTRE | 0.26% | 0.28% |
| Cytokinetics Inc | CYTK | 0.25% | 0.35% |
| UMB Financial Corp. | UMBF | 0.25% | 0.33% |
| Old National Bancorp | ONB | 0.24% | 0.28% |
| Fluor Corporation | FLR | 0.23% | 0.23% |
| INTERDIGITAL INC | IDCC | 0.24% | 0.23% |
| Firstcash Holdings Inc | FCFS | 0.23% | 0.28% |
| Healthequity Inc | HQY | 0.22% | 0.24% |
| Silicon Laboratories, Inc. | SLAB | 0.21% | 0.22% |
Holdings only in IJH or IWM
IJH has 315 fund-only positions representing approximately 87.8 percentage points of reported exposure; IWM has 1902 fund-only positions representing approximately 86.8 percentage points of reported exposure. These are positions whose normalized security identifiers appear in one issuer file but not the other.
Largest positions only in IJH
| Company | Ticker | Weight |
|---|---|---|
| TechnipFMC PLC | FTI | 0.87% |
| Casey'S General Stores Inc. | CASY | 0.84% |
| United Therapeutics Corporation | UTHR | 0.80% |
| Curtiss-Wright Corp. | CW | 0.78% |
| FLEX LTD | FLEX | 0.75% |
| XPO Inc | XPO | 0.71% |
| Woodward Inc. | WWD | 0.67% |
| Royal Gold, Inc. | RGLD | 0.64% |
| US Foods Holding Corp | USFD | 0.63% |
| Burlington Stores Inc. | BURL | 0.63% |
Largest positions only in IWM
| Company | Ticker | Weight |
|---|---|---|
| Hut 8 Corp. | HUT | 0.37% |
| Viasat, Inc. | VSAT | 0.35% |
| BrightSpring Health Services, Inc. | BTSG | 0.35% |
| MaxLinear, Inc. | MXL | 0.34% |
| Argan, Inc. | AGX | 0.34% |
| JFrog Ltd. | FROG | 0.31% |
| Riot Platforms, Inc. | RIOT | 0.30% |
| Krystal Biotech, Inc. | KRYS | 0.30% |
| ESCO Technologies, Inc. | ESE | 0.29% |
| Compass, Inc. | COMP | 0.27% |
FAQ
How much do IJH and IWM overlap?
IJH and IWM have 11.3% overlap by weight, sharing 84 equity positions (out of 399 in IJH and 1986 in IWM). The official holdings files used are dated 2026-03-31 for IJH and 2026-06-30 for IWM.
What does 11.3% overlap mean?
IJH and IWM share a smaller portion of their portfolio weight in the same underlying stocks. OverlapCheck labels this "low holdings overlap" using house ranges of 70% or more, 30% to under 70%, and under 30%. These descriptive ranges are not industry standards or investment guidance. Holdings overlap does not measure correlation, volatility, geographic or factor exposure, fees, or suitability.
Which stocks do IJH and IWM both hold?
The largest shared positions are Moog Inc., Caretrust Reit Inc, Cytokinetics Inc, UMB Financial Corp., Old National Bancorp. The top shared holdings with weights in each fund are shown on this page.
What holdings are different between IJH and IWM?
IJH has 315 positions not found in IWM, while IWM has 1902 positions not found in IJH. The largest fund-only positions and their weights are shown on this page.