IEMG vs IWM: 1% overlap

iShares Core MSCI Emerging Markets ETF and iShares Russell 2000 ETF share 0.6% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Hold both, 50/50
2.0Effective Funds

You would hold two tickers and get the diversification of 2.0. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
0.6%
IEMG expense ratio
0.09%
IWM expense ratio
0.19%

Top shared holdings

IEMG and IWM hold 28 of the same securities. The ten contributing most to the overlap figure:

Holdingin IEMGin IWMΔ
CASH0.4%0.2%0.2%
VAL0.1%0.1%0.0%
ABG0.1%0.1%0.1%
OUT0.0%0.2%0.1%
HTO0.0%0.1%0.0%
RES0.0%0.0%0.0%
STNE0.0%0.1%0.1%
SM0.0%0.3%0.2%
AMR0.0%0.0%0.0%
PAGS0.0%0.1%0.0%

Where IEMG and IWM differ

Sector weights as a share of each fund, ordered by the size of the gap rather than the size of the sector — two funds that overlap heavily still usually diverge somewhere.

SectorIEMGIWMΔ
Information Technology39.8%12.8%+27.0pp
Health Care3.1%19.9%16.7pp
Industrials7.7%14.7%7.0pp
Real Estate1.5%5.9%4.4pp
Communication Services5.4%2.5%+2.9pp
Energy3.5%6.1%2.6pp
Materials5.8%4.2%+1.5pp
Utilities2.0%3.0%1.1pp

Δ is IEMG minus IWM, in percentage points. Sector data is not published by every issuer, so “Unclassified” is a real category rather than a gap in the table.

What each fund holds alone

Only in IEMG
2,761 positions

98.4% of IEMG by weight, held in no part of IWM.

Only in IWM
1,938 positions

98.0% of IWM by weight, held in no part of IEMG.

A large count with a small weight is the usual shape: the positions one fund adds are typically its smallest ones.

Concentration and cost

IEMGIWM
Top 10 holdings33.6%3.3%
Positions held2,7901,967
Cost per $10,000 held, per year$9$19

Cost is the expense ratio applied to $10,000; it excludes any brokerage commission, bid-ask spread or tax consequence. Figures are facts about the funds, not a suggestion about which to hold.

Frequently asked

How much do IEMG and IWM overlap?

IEMG and IWM overlap 0.6% by portfolio weight — largely distinct portfolios. They share 28 holdings. The figure comes from current issuer holdings files (IEMG as of 2026-07-23, IWM as of 2026-07-23).

How is the overlap between IEMG and IWM calculated?

As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If IEMG holds a stock at 6% and IWM holds the same stock at 4%, 4% counts as shared. The result is bounded between 0% and 100%, and it is computed after looking through any fund-of-funds to the underlying holdings.

Is it redundant to hold both IEMG and IWM?

That depends on your goals — we state facts, not advice. At 0.6% overlap, each fund still contributes meaningfully distinct exposure.

What does IEMG own that IWM doesn't?

IEMG holds 2,790 positions and IWM holds 1,967; 2,761 of IEMG's positions don't appear in IWM at all, and they are 98.4% of IEMG by weight.

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Sources: issuer holdings files, IEMG as of 2026-07-23, IWM as of 2026-07-23. Weights are fractions of each fund. Diagnostics, not advice.