Guest mode: your portfolio is kept in this browser until you connect.

Sys onlineGuest--:-- local

etf overlap tool · little overlap

IWM vs IWDA overlap

IWM and IWDA hold no company in common. Still, 73% of their money sits in the same sectors, led by Financials; they part most on Information Technology: 30% of IWDA against 13% of IWM.

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

overlapfull holdings, by weight
0.0%of each fund is money the other holds at the same weight, across 0 shared companies.
IWM
100%
0.0% in IWDA
IWDA
100%
0.0% in IWM
  • same money
  • same companies, extra weight
  • only in this fund
Overlap = the sum, over companies both funds hold, of the smaller of the two weights. Cash and derivatives excluded.

Hold IWM and IWDA with other funds or stocks? The free portfolio optimizer opens IWM and IWDA 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.

01Different

What only one of them gives you

only in IWM1,971 names
MOMOG-AMOOG INC CLASS A0.36%
BTBTSGBRIGHTSPRING HEALTH SERVICES INC0.35%
UMUMBFUMB FINANCIAL0.34%
SMSMSM ENERGY0.33%
GKGKOSGLAUKOS0.33%
FRFROGJFROG0.32%
EAEATBRINKER INTERNATIONAL INC0.31%
FCFCFSFIRSTCASH HOLDINGS INC0.31%
only in IWDA1,248 names
ALPHABET CLASS C logoGOOGALPHABET CLASS C1.73%
02Sectors

No stock in common, 73% in the same sectors

sectorsIWM vs IWDA, share of each fund
Information Technology12.83%30.04%
Financials19.72%15.87%
Health Care19.84%9.54%
Industrials13.79%10.74%
Consumer Discretionary9.31%8.55%
Energy7.02%4.41%
Communication Services2.37%8.09%
Real Estate5.88%1.53%
Materials4.17%3.18%
Consumer Staples2.06%5.21%
Utilities2.87%2.39%
03Questions

IWM and IWDA: what people ask

questions6 answered

How much do IWM and IWDA overlap?

None by holdings, as of October 16, 2026: no company appears in both funds. By sector, 73% of their money sits in the same sectors, led by Financials.

Which stocks do IWM and IWDA both hold?

None. IWM and IWDA have no holding in common.

Is it redundant to hold both IWM and IWDA?

No. Out of every $100 split evenly between them, none buys the same company. Half in each gives you 3,219 different holdings that behave like 310 equally weighted stocks, against 834 for IWM alone and 85 for IWDA alone. Whether that mix suits you depends on what you want to own; this is a description, not advice.

What is IWDA, next to IWM?

IWDA is iShares Core MSCI World UCITS ETF (ISIN IE00B4L5Y983), an Irish-domiciled UCITS fund on the MSCI World index. Next to IWM, it holds no company in common, as of October 16, 2026.

Does the IWM vs IWDA overlap apply to other tickers?

Yes. IWDA also trades as SWDA (London, GBP; Borsa Italiana, EUR) and EUNL (Xetra, EUR). Each is the same portfolio in another currency, on another exchange or paying its dividends out, so IWM and EUNL share no company either.

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 IWDA?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.