IEMG vs TRRBX: 0% overlap

iShares Core MSCI Emerging Markets ETF and T. Rowe Price Retirement 2020 share 0.0% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Different holding dates. These holdings were published about 5 months apart — TRRBX as of 2026-02-28, the rest through 2026-07-23. Each fund is compared using its most recent file, so any trading in between shows up as a difference.

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
0.0%
IEMG expense ratio
0.09%
TRRBX expense ratio
0.53%

Top shared holdings

IEMG and TRRBX hold 0 of the same securities. The ten contributing most to the overlap figure:

Holdingin IEMGin TRRBXΔ

Where IEMG and TRRBX 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.

SectorIEMGTRRBXΔ
Unclassified0.0%99.9%99.9pp
Information Technology39.8%0.0%+39.8pp
Financials18.1%0.0%+18.1pp
Consumer Discretionary8.5%0.0%+8.5pp
Industrials7.7%0.0%+7.7pp
Materials5.8%0.0%+5.8pp
Communication Services5.4%0.0%+5.4pp
Energy3.5%0.0%+3.5pp

Δ is IEMG minus TRRBX, 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
2,789 positions

99.2% of IEMG by weight, held in no part of TRRBX.

Only in TRRBX
31 positions

99.9% of TRRBX 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

IEMGTRRBX
Top 10 holdings33.6%69.2%
Positions held2,79031
Cost per $10,000 held, per year$9$53

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 TRRBX overlap?

IEMG and TRRBX overlap 0.0% by portfolio weight — largely distinct portfolios. They share 0 holdings. The figure comes from current issuer holdings files (IEMG as of 2026-07-23, TRRBX as of 2026-02-28).

How is the overlap between IEMG and TRRBX 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 TRRBX 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 TRRBX?

That depends on your goals — we state facts, not advice. At 0.0% overlap, each fund still contributes meaningfully distinct exposure.

What does IEMG own that TRRBX doesn't?

IEMG holds 2,790 positions and TRRBX holds 31; 2,789 of IEMG's positions don't appear in TRRBX at all, and they are 99.2% of IEMG by weight.

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Related comparisons

Sources: issuer holdings files, IEMG as of 2026-07-23, TRRBX as of 2026-02-28. Weights are fractions of each fund. Diagnostics, not advice.