IWF vs MTUM overlap - what they share and where they differ
IWF and MTUM share 39.7% of their weight across 72 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.
IWF and MTUM
39.7%
72 shared positions
IWF
iShares Russell 1000 Growth ETF
Reported positions cover 100% of the fund, 311 positions · Jun 30, 2026
Top 10: 57.2%·Holdings of IWF
MTUM
iShares MSCI USA Momentum Factor ETF
Reported positions cover 100% of the fund, 122 positions · Apr 30, 2026
Top 10: 42.8%·Holdings of MTUM
Reported positions cover IWF 100%, MTUM 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
MTUM vs IWF side by side
IWFiShares Russell 1000 Growth ETF
311
stock positions reported to the SEC
44.7% of its weight is in 239 names MTUM does not hold
MTUMiShares MSCI USA Momentum Factor ETF
122
stock positions reported to the SEC
31.8% of its weight is in 50 names IWF does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Technology: IWF has 17.3 points more of it.
The figures side by side
| IWF | MTUM | |
|---|---|---|
| Filing date | Jun 30, 2026 | Apr 30, 2026 |
| Stock positions reported | 311 | 122 |
| Weight of the ten largest | 57.2% | 42.8% |
| Largest position | NVDA 13.8% | MU 5.6% |
| Held alone | 239 positions, 44.7% | 50 positions, 31.8% |
| Covered by stock positions | 100% | 100% |
Holdings they share
| Stock | In IWF | In MTUM | Counted |
|---|---|---|---|
| GOOGLALPHABET INC. | 11.15% | 5.33% | 5.33% |
| AVGOBROADCOM INC. | 5.21% | 5.40% | 5.21% |
| NVDANVIDIA CORPORATION | 13.83% | 4.64% | 4.64% |
| MUMICRON TECHNOLOGY, INC. | 3.86% | 5.56% | 3.86% |
| AMDADVANCED MICRO DEVICES, INC. | 2.80% | 4.03% | 2.80% |
| AMATAPPLIED MATERIALS, INC. | 1.70% | 2.36% | 1.70% |
| LRCXLAM RESEARCH CORPORATION | 1.60% | 3.61% | 1.60% |
| CATCATERPILLAR INC. | 1.43% | 3.21% | 1.43% |
| KLACKLA CORPORATION | 1.17% | 1.61% | 1.17% |
| GENERAL ELECTRIC COMPANY | 1.14% | 1.90% | 1.14% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in IWF
Only in MTUM
Questions people ask
Is IWF the same as MTUM?
39.7% of their weight sits in the same 72 holdings. IWF also reports AAPL, MSFT, TSLA, which the other does not. MTUM also reports INTC, JNJ, EXXON MOBIL CORPORATION, which the other does not.
How is the overlap between IWF and MTUM 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 IWF and 100% of MTUM, so the number cannot exceed the smaller coverage.
Which holds more, MTUM or IWF?
IWF reports 311 stock positions and MTUM reports 122. 44.7% of IWF's weight sits in names MTUM does not hold, and 31.8% of MTUM's weight in names IWF does not hold. The ten largest positions are 57.2% of IWF and 42.8% of MTUM.
How do IWF and MTUM differ by sector?
The widest gap is Technology: IWF has 17.3 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.
Other pairs with these funds
IWF against other funds in the table
Add a third fund in the tool·All fund pairs
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.