ITA vs IWP overlap - what they share and where they differ

ITA and IWP share 7.6% of their weight across 12 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

ITA and IWP

7.6%

12 shared positions

ITA

iShares U.S. Aerospace & Defense ETF

Reported positions cover 100% of the fund, 47 positions · Jun 30, 2026

Top 10: 75.2%·Holdings of ITA

IWP

iShares Russell Mid-Cap Growth ETF

Reported positions cover 100% of the fund, 261 positions · Jun 30, 2026

Top 10: 19.7%·Holdings of IWP

Reported positions cover ITA 100%, IWP 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

IWP vs ITA side by side

ITAiShares U.S. Aerospace & Defense ETF

47

stock positions reported to the SEC

78.3% of its weight is in 35 names IWP does not hold

IWPiShares Russell Mid-Cap Growth ETF

261

stock positions reported to the SEC

92.2% of its weight is in 249 names ITA does not hold

Where each fund's weight sits

ITA
IWP
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Industrials
58.5%
13.4%
Technology
6.4%
35.3%
Healthcare
0.1%
14.0%
Basic Materials
12.4%
6.3%
Consumer Cyclical
0.0%
10.4%

The widest gap is Industrials: ITA has 45.1 points more of it.

The figures side by side

ITAIWP
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported47261
Weight of the ten largest75.2%19.7%
Largest positionGENERAL ELECTRIC COMPANY 22.6%DDOG 2.3%
Held alone35 positions, 78.3%249 positions, 92.2%
Covered by stock positions100%100%

Holdings they share

StockIn ITAIn IWPCounted
RKLBROCKET LAB CORPORATION3.63%1.49%1.49%
AXONAXON ENTERPRISE, INC.3.17%1.19%1.19%
HEIHEICO CORPORATION2.41%0.95%0.95%
CRSCARPENTER TECHNOLOGY CORPORATION2.15%0.81%0.81%
FTAIFTAI Aviation Ltd.1.95%0.75%0.75%
ATIATI INC1.89%0.73%0.73%
WWDWOODWARD, INC.1.78%0.69%0.69%
BWXTBWX TECHNOLOGIES, INC.1.25%0.46%0.46%
CWCURTISS-WRIGHT CORPORATION1.96%0.39%0.39%
KRMNKARMAN HOLDINGS INC.0.32%0.09%0.09%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in ITA

GENERAL ELECTRIC COMPANY22.61%
RTXRTX CORPORATION14.82%
BATHE BOEING COMPANY8.90%
TDGTRANSDIGM GROUP INCORPORATED4.59%
HWMHOWMET AEROSPACE INC.4.50%
GDGENERAL DYNAMICS CORPORATION4.33%
LMTLOCKHEED MARTIN CORPORATION4.05%
NOCNorthrop Grumman Corporation3.92%
LHXL3HARRIS TECHNOLOGIES, INC.3.80%
TXTTEXTRON INC.1.12%

Only in IWP

DDOGDatadog, Inc.2.34%
SNOWSnowflake, Inc.2.33%
NETCloudflare, Inc.2.12%
TERTeradyne, Inc.2.07%
ALABAstera Labs, Inc.2.02%
SPGSimon Property Group, Inc.1.96%
FIXComfort Systems USA, Inc.1.89%
HOODRobinhood Markets, Inc.1.75%
LITELumentum Holdings, Inc.1.67%
TRGPTarga Resources Corp.1.56%

Questions people ask

Is ITA the same as IWP?

7.6% of their weight sits in the same 12 holdings. ITA also reports GENERAL ELECTRIC COMPANY, RTX, BA, which the other does not. IWP also reports DDOG, SNOW, NET, which the other does not.

How is the overlap between ITA and IWP measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of ITA and 100% of IWP, so the number cannot exceed the smaller coverage.

Which holds more, IWP or ITA?

ITA reports 47 stock positions and IWP reports 261. 78.3% of ITA's weight sits in names IWP does not hold, and 92.2% of IWP's weight in names ITA does not hold. The ten largest positions are 75.2% of ITA and 19.7% of IWP.

How do ITA and IWP differ by sector?

The widest gap is Industrials: ITA has 45.1 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

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Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.