etf overlap · 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 September 24, 2026 · source: iShares (IWM), iShares (IJH) · How we measured all 1,035 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%
IJH
12%88%
  • 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.
01Shared

The companies you would own twice

held by bothtop 15 of 78
companyIWMIJH
BTBTSGBRIGHTSPRING HEALTH SERVICES INC0.31%0.32%
MOMOG-AMOOG INC CLASS A0.36%0.31%
UMUMBFUMB FINANCIAL0.33%0.27%
CYCYTKCYTOKINETICS0.29%0.26%
KRKRYSKRYSTAL BIOTECH0.30%0.26%
EAEATBRINKER INTERNATIONAL INC0.30%0.26%
FCFCFSFIRSTCASH HOLDINGS INC0.29%0.26%
CTCTRECARETRUST REIT0.30%0.25%
IDIDCCINTERDIGITAL INC0.28%0.25%
ONONBOLD NATIONAL BANCORP0.29%0.24%
PBPBFPBF ENERGY CLASS A0.24%0.26%
HQHQYHEALTHEQUITY0.25%0.22%
SLSLABSILICON LABORATORIES0.24%0.22%
CMCMCCOMMERCIAL METALS0.24%0.21%
ANANFABERCROMBIE AND FITCH CLASS A0.20%0.20%
02Different

What only one of them gives you

only in IWM1,897 names
TWTWSTTWIST BIOSCIENCE0.40%
HUHUTHUT CORP0.35%
FRFROGJFROG0.34%
TXTXG10X GENOMICS CLASS A0.33%
VSVSATVIASAT INC0.31%
GKGKOSGLAUKOS0.30%
SMSMSM ENERGY0.28%
PTPTGXPROTAGONIST THERAPEUTICS0.28%
only in IJH322 names
OKOKTAOKTA CLASS A1.04%
FTFTITECHNIPFMC PLC0.81%
ATATIATI0.76%
NVNVTNVENT ELECTRIC PLC0.73%
ENENTGENTEGRIS INC0.69%
UTUTHRUNITED THERAPEUTICS0.68%
THTHCTENET HEALTHCARE CORP0.65%
XPXPOXPO0.64%
03Sectors

Where each fund puts its money

sectorsIWM vs IJH, share of each fund
Industrials14.05%23.64%
Financials19.01%14.88%
Health Care20.35%10.26%
Information Technology13.72%14.44%
Consumer Discretionary8.77%10.18%
Real Estate5.68%6.95%
Energy6.76%5.50%
Materials4.21%5.79%
Utilities2.68%3.20%
Consumer Staples1.95%3.32%
Communication Services2.45%1.59%
04Questions

IWM and IJH: what people ask

questions4 answered

How much do IWM and IJH overlap?

12% by weight, as of September 24, 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 BTSG, MOG-A, UMBF, CYTK and KRYS. 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: 1,897 names only in IWM, 322 only in IJH. Half in each behaves like 794 equally weighted stocks, against 842 for IWM alone and 298 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.