etf overlap tool · little overlap
IWM vs RSP overlap
IWM and RSP hold no company in common. Still, 85% of their money sits in the same sectors, led by Financials; they part most on Health Care: 20% of IWM against 13% of RSP.
Holdings as of October 16, 2026 · source: iShares (IWM), Invesco (RSP) · How we measured all 1,431 pairs
- same money
- same companies, extra weight
- only in this fund
Hold IWM and RSP with other funds or stocks? The free portfolio optimizer opens IWM and RSP 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.
What only one of them gives you
No stock in common, 85% in the same sectors
IWM and RSP: what people ask
How much do IWM and RSP overlap?
None by holdings, as of October 16, 2026: no company appears in both funds. By sector, 85% of their money sits in the same sectors, led by Financials.
Which stocks do IWM and RSP both hold?
None. IWM and RSP have no holding in common.
Is it redundant to hold both IWM and RSP?
No. Out of every $100 split evenly between them, none buys the same company. Half in each gives you 2,475 different holdings that behave like 1,246 equally weighted stocks, against 834 for IWM alone and 497 for RSP alone. Whether that mix suits you depends on what you want to own; 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 and Invesco 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.
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.