IWM vs LABU overlap - what they share and where they differ

IWM and LABU share 9.0% of their weight across 115 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 LABU

9.0%

115 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

LABU

Direxion Daily S&P Biotech Bull 3X Shares

Reported positions cover 82% of the fund, 145 positions · Apr 30, 2026

Top 10: 12.2%·Holdings of LABU

Reported positions cover IWM 100%, LABU 82% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

LABU vs IWM side by side

IWMiShares Russell 2000 ETF

1,785

stock positions reported to the SEC

90.8% of its weight is in 1,670 names LABU does not hold

LABUDirexion Daily S&P Biotech Bull 3X Shares

145

stock positions reported to the SEC

27.5% of its weight is in 30 names IWM does not hold

Where each fund's weight sits

IWM
LABU
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Healthcare
19.5%
76.6%
Technology
18.8%
0.0%
Financial Services
16.0%
0.2%
Industrials
9.9%
0.0%
Basic Materials
7.8%
1.1%

The widest gap is Healthcare: LABU has 57.1 points more of it.

The figures side by side

IWMLABU
Filing dateJun 30, 2026Apr 30, 2026
Stock positions reported1,785145
Weight of the ten largest3.4%12.2%
Largest positionMOG.A 0.4%APELLIS PHARMACEUTICALS INC 1.5%
Held alone1,670 positions, 90.8%30 positions, 27.5%
Covered by stock positions100%82%

Holdings they share

StockIn IWMIn LABUCounted
CYTKCytokinetics, Inc.0.35%0.94%0.35%
KRYSKrystal Biotech, Inc.0.30%0.96%0.30%
ALKSAlkermes plc0.27%1.14%0.27%
PRAXPraxis Precision Medicines, Inc.0.26%1.00%0.26%
TGTXTG Therapeutics, Inc.0.25%1.13%0.25%
PCVXVaxcyte, Inc.0.24%0.93%0.24%
PTGXProtagonist Therapeutics, Inc.0.23%0.96%0.23%
KYMRKymera Therapeutics, Inc.0.22%0.93%0.22%
PTCTPTC Therapeutics, Inc.0.21%0.93%0.21%
COGTCogent Biosciences, Inc.0.20%0.93%0.20%

What each holds alone

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

Only in IWM

MOG.AMoog, Inc.0.38%
HUTHut 8 Corp.0.37%
BTSGBrightSpring Health Services, Inc.0.35%
VSATViasat, Inc.0.35%
AGXArgan, Inc.0.34%
MXLMaxLinear, Inc.0.34%
UMBFUMB Financial Corp.0.33%
COMPCompass Diversified Holdings0.32%
FROGJFrog Ltd.0.31%
RIOTRiot Platforms, Inc.0.30%

Only in LABU

APELLIS PHARMACEUTICALS INC1.53%
RVMDRevolution Medicines Inc1.35%
ARWRARROWHEAD PHARMACEUTICALS INC1.18%
SMMTSummit Therapeutics Inc.1.15%
MDGLMadrigal Pharmaceuticals Inc1.12%
EXELEXELIXIS INC1.00%
NTRANatera Inc.0.98%
UTHRUnited Therapeutics Corporation0.98%
NBIXNEUROCRINE BIOSCIENCES INC0.95%
INCYIncyte Corporation.0.94%

Questions people ask

Is IWM the same as LABU?

9.0% of their weight sits in the same 115 holdings. IWM also reports MOG.A, HUT, BTSG, which the other does not. LABU also reports APELLIS PHARMACEUTICALS INC, RVMD, ARWR, which the other does not.

How is the overlap between IWM and LABU 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 82% of LABU, so the number cannot exceed the smaller coverage.

Which holds more, LABU or IWM?

IWM reports 1,785 stock positions and LABU reports 145. 90.8% of IWM's weight sits in names LABU does not hold, and 27.5% of LABU's weight in names IWM does not hold. The ten largest positions are 3.4% of IWM and 12.2% of LABU.

How do IWM and LABU differ by sector?

The widest gap is Healthcare: LABU has 57.1 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.

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.