IWM vs KRE overlap - what they share and where they differ
IWM and KRE share 9.2% of their weight across 132 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.
IWM and KRE
9.2%
132 shared positions
IWM
iShares Russell 2000 ETF
Reported positions cover 100% of the fund, 1,785 positions · Jun 30, 2026
Top 10: 3.4%·Holdings of IWM
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
Reported positions cover 100% of the fund, 159 positions · Jun 30, 2026
Top 10: 13.7%·Holdings of KRE
Reported positions cover IWM 100%, KRE 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
KRE vs IWM side by side
IWMiShares Russell 2000 ETF
1,785
stock positions reported to the SEC
90.6% of its weight is in 1,653 names KRE does not hold
KREState Street(R) SPDR(R) S&P(R) Regional Banking ETF
159
stock positions reported to the SEC
30.8% of its weight is in 27 names IWM does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Financial Services: KRE has 75.4 points more of it.
The figures side by side
| IWM | KRE | |
|---|---|---|
| Filing date | Jun 30, 2026 | Jun 30, 2026 |
| Stock positions reported | 1,785 | 159 |
| Weight of the ten largest | 3.4% | 13.7% |
| Largest position | MOG.A 0.4% | FBNC 1.5% |
| Held alone | 1,653 positions, 90.6% | 27 positions, 30.8% |
| Covered by stock positions | 100% | 100% |
Holdings they share
| Stock | In IWM | In KRE | Counted |
|---|---|---|---|
| UMBFUMB Financial Corp. | 0.33% | 1.37% | 0.33% |
| ONBOld National Bancorp | 0.28% | 1.34% | 0.28% |
| VLYValley National Bancorp | 0.22% | 1.31% | 0.22% |
| FBNCFirst Bancorp, Inc. (The) | 0.21% | 1.46% | 0.21% |
| GBCIGlacier Bancorp, Inc. | 0.21% | 1.36% | 0.21% |
| AUBAtlantic Union Bankshares Corp. | 0.19% | 1.37% | 0.19% |
| HWCHancock Whitney Corp. | 0.19% | 1.33% | 0.19% |
| UBSIUnited Bankshares, Inc. | 0.19% | 1.29% | 0.19% |
| ABCBAmeris Bancorp | 0.18% | 1.32% | 0.18% |
| HOMBHome BancShares, Inc. | 0.17% | 1.31% | 0.17% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in IWM
Only in KRE
Questions people ask
Is IWM the same as KRE?
9.2% of their weight sits in the same 132 holdings. IWM also reports MOG.A, HUT, BTSG, which the other does not. KRE also reports PNFP, CFG, CFR, which the other does not.
How is the overlap between IWM and KRE 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 IWM and 100% of KRE, so the number cannot exceed the smaller coverage.
Which holds more, KRE or IWM?
IWM reports 1,785 stock positions and KRE reports 159. 90.6% of IWM's weight sits in names KRE does not hold, and 30.8% of KRE's weight in names IWM does not hold. The ten largest positions are 3.4% of IWM and 13.7% of KRE.
How do IWM and KRE differ by sector?
The widest gap is Financial Services: KRE has 75.4 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.