Fund comparison · from official SEC filings
IWR vs SMMD: how much do they overlap?
iShares Russell Mid-Cap ETF and iShares Russell 2500 ETF
vs
Shared holdings
Company
IWR
SMMD
B
BISXXBCF INSTITUTIONAL-SL AGNCY
4.02%
23.34%
S
SOFISOFI TECHNOLOGIES INC
0.23%
0.34%
E
EMEEMCOR GROUP INC
0.22%
0.33%
F
FIXCOMFORT SYSTEMS USA INC
0.22%
0.33%
I
INSMINSMED INC
0.20%
0.30%
P
PEVERPURE INC-A
0.20%
0.30%
A
ALABASTERA LABS INC
0.19%
0.28%
T
TPRTAPESTRY INC
0.18%
0.27%
J
JBLJABIL INC
0.17%
0.26%
F
FLEXFLEX LTD
0.17%
0.25%
C
CASYCASEY'S GENERAL STORES INC
0.16%
0.24%
C
CIENCIENA CORP
0.16%
0.23%
C
CWCURTISS-WRIGHT CORP
0.16%
0.23%
N
NINISOURCE INC
0.16%
0.23%
R
RKLBROCKET LAB CORP
0.15%
0.23%
A
AFRMAFFIRM HOLDINGS INC
0.15%
0.22%
T
TLNTALEN ENERGY CORP
0.15%
0.22%
P
PKGPACKAGING CORP OF AMERICA
0.15%
0.22%
G
GWREGUIDEWIRE SOFTWARE INC
0.15%
0.22%
N
NTNXNUTANIX INC - A
0.14%
0.22%
F
FFIVF5 INC
0.14%
0.21%
U
UTHRUNITED THERAPEUTICS CORP
0.14%
0.21%
P
PNRPENTAIR PLC
0.14%
0.21%
S
SNASNAP-ON INC
0.14%
0.20%
T
THCTENET HEALTHCARE CORP
0.14%
0.20%
Only in IWR
H
HOODROBINHOOD MARKETS INC - A
0.81%
R
RBLXROBLOX CORP -CLASS A
0.65%
R
RCLROYAL CARIBBEAN CRUISES LTD
0.63%
H
HWMHOWMET AEROSPACE INC
0.60%
B
BNYBANK OF NEW YORK MELLON CORP
0.59%
C
COINCOINBASE GLOBAL INC -CLASS A
0.54%
V
VSTVISTRA CORP
0.51%
N
NETCLOUDFLARE INC - CLASS A
0.51%
G
GLWCORNING INC
0.49%
U
URIUNITED RENTALS INC
0.47%
P
PWRQUANTA SERVICES INC
0.47%
S
SPGSIMON PROPERTY GROUP INC
0.46%
H
HLTHILTON WORLDWIDE HOLDINGS IN
0.46%
M
MPCMARATHON PETROLEUM CORP
0.45%
D
DLRDIGITAL REALTY TRUST INC
0.45%
C
CMICUMMINS INC
0.44%
V
VRTVERTIV HOLDINGS CO-A
0.44%
C
CORCENCORA INC
0.44%
L
LHXL3HARRIS TECHNOLOGIES INC
0.44%
A
ALNYALNYLAM PHARMACEUTICALS INC
0.43%
A
ALLALLSTATE CORP
0.43%
F
FASTFASTENAL CO
0.43%
P
PSXPHILLIPS 66
0.42%
K
KMIKINDER MORGAN INC
0.42%
O
OREALTY INCOME CORP
0.42%
Only in SMMD
I
IWMISHARES RUSSELL 2000 ETF
31.81%
P
PNFPPINNACLE FINANCIAL PARTNERS
0.08%
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Unwrap your portfolio →Other comparisons you might like
IWR vs FSMDXFidelity Mid Cap Index Fund
83% overlap
IWR vs FIMVXFidelity Mid Cap Value Index Fund
71% overlap
IWR vs IWSiShares Russell Mid-Cap Value ETF
71% overlap
IWR vs ONEOState Street(R) SPDR(R) Russell 1000 Momentum Focus ETF
51% overlap
IWR vs EQALInvesco Russell 1000 Equal Weight ETF
45% overlap
SMMD vs VBVANGUARD SMALL-CAP INDEX FUND
40% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.