etf overlap tool · light overlap

IWM vs IJH overlap

12% of IWM and IJH is the same money, spread over 78 companies both funds hold.

Holdings as of October 16, 2026 · source: iShares (IWM), iShares (IJH) · How we measured all 1,431 pairs

overlapfull holdings, by weight

12%of each fund is money the other holds at the same weight, across 78 shared companies.

IWM

12%86%

14% in IJH

IJH

12%88%

12% in IWM

same money
same companies, extra weight
only in this fund

01Shared

The companies you would own twice

held by bothtop 15 of 78

companyIWMIJH

MOMOG-AMOOG INC CLASS A0.36%0.31%

BTBTSGBRIGHTSPRING HEALTH SERVICES INC0.35%0.31%

UMUMBFUMB FINANCIAL0.34%0.28%

EAEATBRINKER INTERNATIONAL INC0.31%0.26%

CTCTRECARETRUST REIT0.30%0.26%

CYCYTKCYTOKINETICS0.29%0.25%

FCFCFSFIRSTCASH HOLDINGS INC0.31%0.25%

KRKRYSKRYSTAL BIOTECH0.28%0.25%

ONONBOLD NATIONAL BANCORP0.31%0.25%

PBPBFPBF ENERGY CLASS A0.29%0.25%

IDIDCCINTERDIGITAL INC0.29%0.24%

HQHQYHEALTHEQUITY0.27%0.23%

SLSLABSILICON LABORATORIES0.25%0.22%

CMCMCCOMMERCIAL METALS0.25%0.21%

ANANFABERCROMBIE AND FITCH CLASS A0.24%0.20%

02Different

What only one of them gives you

only in IWM1,893 names

SMSMSM ENERGY0.33%

GKGKOSGLAUKOS0.33%

FRFROGJFROG0.32%

TWTWSTTWIST BIOSCIENCE0.30%

PCPCVXVAXCYTE0.30%

RHRHPRYMAN HOSPITALITY PROPERTIES REIT0.30%

TXTXG10X GENOMICS CLASS A0.28%

JXJXNJACKSON FINANCIAL CLASS A0.28%

only in IJH322 names

OKOKTAOKTA CLASS A0.92%

FTFTITECHNIPFMC PLC0.81%

ATATIATI0.75%

NVNVTNVENT ELECTRIC PLC0.68%

UTUTHRUNITED THERAPEUTICS0.68%

USUSFDUS FOODS HOLDING0.65%

XPXPOXPO0.65%

THTHCTENET HEALTHCARE CORP0.64%

03Sectors

Where each fund puts its money

sectorsIWM vs IJH, share of each fund

Industrials13.79%23.63%

Financials19.72%15.18%

Health Care19.84%10.24%

Information Technology12.83%13.59%

Consumer Discretionary9.31%10.43%

Real Estate5.88%7.09%

Energy7.02%5.59%

Materials4.17%5.89%

Utilities2.87%3.23%

Consumer Staples2.06%3.39%

Communication Services2.37%1.61%

04Questions

IWM and IJH: what people ask

questions4 answered

How much do IWM and IJH overlap?

12% by weight, as of October 16, 2026: light overlap. 78 companies appear in both funds; they make up 14% of IWM and 12% of IJH.

Which stocks do IWM and IJH both hold?

The largest shared positions are MOG-A, BTSG, UMBF, EAT and CTRE. Ranked by the smaller of the two weights, which is the part you would own twice.

Is it redundant to hold both IWM and IJH?

Out of every $100 split evenly between them, about $12 (half in each fund) buys identical positions. The rest is exposure only one of the two funds gives you: 1,893 names only in IWM, 322 only in IJH. Half in each behaves like 796 equally weighted stocks, against 834 for IWM alone and 302 for IJH alone. Whether that duplication is a problem depends on the mix you want; this is a description, not advice.

How is ETF overlap calculated here?

For every company held by both funds we take the smaller of its two weights and add them up. The weights come from the full holdings files iShares publish, not a top-10 sample, and companies are matched by their ISIN so share classes stay apart. Sector overlap applies the same rule to the issuers' sector labels; "behaves like N equally weighted stocks" is one over the sum of the squared weights.

Hold IWM and IJH?Import your positions and see what your funds hold together, company by company, with the fees you pay on each.Import my portfolio

Weights come from each issuer's published holdings file and are matched company by company on their ISIN. Cash, futures and currency positions are left out. This page describes what the funds hold; it is not investment advice.