etf overlap tool · little overlap

IWM vs ITOT overlap

92% of IWM's money sits in companies ITOT also holds; 3.8% of the two funds is the same money, spread over 1,377 companies both hold.

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

overlapfull holdings, by weight

3.8%of each fund is money the other holds at the same weight, across 1,377 shared companies.

IWM

92% in ITOT

ITOT

96%

3.8% in IWM

same money
same companies, extra weight
only in this fund

Hold IWM and ITOT with other funds or stocks? The free portfolio optimizer opens IWM and ITOT beside the rest of what you own: the companies you hold twice, what the funds cost a year, and where the next deposit should go. No account.

01Shared

The companies you would own twice

held by bothtop 15 of 1,377

companyIWMITOT

MOMOG-AMOOG INC CLASS A0.36%0.01%

BTBTSGBRIGHTSPRING HEALTH SERVICES INC0.35%0.01%

GKGKOSGLAUKOS0.33%0.01%

UMUMBFUMB FINANCIAL0.34%0.01%

SMSMSM ENERGY0.33%0.01%

PCPCVXVAXCYTE0.30%0.01%

TWTWSTTWIST BIOSCIENCE0.30%0.01%

EAEATBRINKER INTERNATIONAL INC0.31%0.01%

ONONBOLD NATIONAL BANCORP0.31%0.01%

CTCTRECARETRUST REIT0.30%0.01%

CYCYTKCYTOKINETICS0.29%0.01%

KRKRYSKRYSTAL BIOTECH0.28%0.01%

PTPTGXPROTAGONIST THERAPEUTICS0.27%0.01%

FCFCFSFIRSTCASH HOLDINGS INC0.31%0.01%

TXTXG10X GENOMICS CLASS A0.28%0.01%

02Different

What only one of them gives you

only in IWM594 names

FRFROGJFROG0.32%

SSSSRMSSR MINING0.23%

BIBIPCBROOKFIELD INFRASTRUCTURE CORP CLA0.16%

MRMRXMAREX GROUP LTD0.15%

GLGLNGGOLAR LNG0.15%

STSTNGSCORPIO TANKERS0.13%

KNKNSAKINIKSA PHARMACEUTICALS INTERNATIO0.12%

DHDHTDHT HOLDINGS0.12%

only in ITOT1,046 names

NVDANVIDIA7.01%

AAPLAPPLE6.78%

MSFTMICROSOFT5.31%

AMZNAMAZON.COM INC3.32%

GOOGLALPHABET CLASS A2.70%

GOOGALPHABET CLASS C2.17%

METAMETA PLATFORMS CLASS A2.12%

AVGOBROADCOM INC2.12%

03Sectors

Where each fund puts its money

sectorsIWM vs ITOT, share of each fund

Information Technology12.83%35.69%

Financials19.72%12.19%

Health Care19.84%10.20%

Industrials13.79%9.10%

Consumer Discretionary9.31%8.81%

Communication Services2.37%9.26%

Energy7.02%3.92%

Real Estate5.88%2.10%

Consumer Staples2.06%4.60%

Materials4.17%1.96%

Utilities2.87%2.00%

04Questions

IWM and ITOT: what people ask

questions4 answered

How much do IWM and ITOT overlap?

3.8% by weight, as of October 16, 2026: little overlap. 1,377 companies appear in both funds; they make up 92% of IWM and 3.8% of ITOT.

Which stocks do IWM and ITOT both hold?

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

Is it redundant to hold both IWM and ITOT?

Out of every $100 split evenly between them, about $4 (half in each fund) buys identical positions. The rest is exposure only one of the two funds gives you: 594 names only in IWM, 1,046 only in ITOT. Half in each behaves like 207 equally weighted stocks, against 834 for IWM alone and 56 for ITOT 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 ITOT?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.