IWR vs RSP overlap - what they share and where they differ

IWR and RSP share 45.4% of their weight across 295 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.

IWR and RSP

45.4%

295 shared positions

IWR

iShares Russell Mid-Cap ETF

Reported positions cover 100% of the fund, 808 positions · Jun 30, 2026

Top 10: 5.6%·Holdings of IWR

RSP

Invesco S&P 500 Equal Weight ETF

Reported positions cover 100% of the fund, 500 positions · Apr 30, 2026

Top 10: 3.2%·Holdings of RSP

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

RSP vs IWR side by side

IWRiShares Russell Mid-Cap ETF

808

stock positions reported to the SEC

40.9% of its weight is in 513 names RSP does not hold

RSPInvesco S&P 500 Equal Weight ETF

500

stock positions reported to the SEC

41.8% of its weight is in 205 names IWR does not hold

Where each fund's weight sits

IWR
RSP
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
21.6%
22.5%
Healthcare
12.9%
12.5%
Financial Services
11.2%
12.9%
Industrials
10.4%
8.4%
Consumer Cyclical
9.0%
10.3%

The widest gap is Industrials: IWR has 1.9 points more of it.

The figures side by side

IWRRSP
Filing dateJun 30, 2026Apr 30, 2026
Stock positions reported808500
Weight of the ten largest5.6%3.2%
Largest positionDDOG 0.6%INTC 0.4%
Held alone513 positions, 40.9%205 positions, 41.8%
Covered by stock positions100%100%

Holdings they share

StockIn IWRIn RSPCounted
HUMHumana, Inc.0.34%0.27%0.27%
MCHPMicrochip Technology, Inc.0.35%0.27%0.27%
ONON Semiconductor Corp.0.27%0.33%0.27%
HPEHewlett Packard Enterprise Co.0.43%0.26%0.26%
LITELumentum Holdings, Inc.0.44%0.26%0.26%
FIXComfort Systems USA, Inc.0.50%0.25%0.25%
JBLJabil, Inc.0.29%0.25%0.25%
NUENucor Corp.0.35%0.25%0.25%
COHRCoherent Corp.0.50%0.24%0.24%
EMEEMCOR Group, Inc.0.26%0.24%0.24%

What each holds alone

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

Only in IWR

SNOWSnowflake, Inc.0.61%
NETCloudflare, Inc.0.56%
ALABAstera Labs, Inc.0.53%
FLEX LTD.0.43%
WW GRAINGER, INC.0.43%
RKLBRocket Lab Corp.0.39%
ELECTRONIC ARTS, INC.0.37%
LNGCheniere Energy, Inc.0.36%
FERGFerguson Enterprises, Inc.0.33%
WABWestinghouse Air Brake Technologies Corp.0.33%

Only in RSP

INTCIntel Corp.0.38%
STXSeagate Technology Holdings PLC0.34%
AMDAdvanced Micro Devices, Inc.0.33%
SNDKSandisk Corp.0.32%
WDCWestern Digital Corp.0.31%
CIENCiena Corp.0.30%
MPWRMonolithic Power Systems, Inc.0.29%
NXPINXP Semiconductors N.V.0.28%
DELLDell Technologies Inc.0.27%
TXNTexas Instruments Inc.0.27%

Questions people ask

Is IWR the same as RSP?

45.4% of their weight sits in the same 295 holdings. IWR also reports SNOW, NET, ALAB, which the other does not. RSP also reports INTC, STX, AMD, which the other does not.

How is the overlap between IWR and RSP 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 IWR and 100% of RSP, so the number cannot exceed the smaller coverage.

Which holds more, RSP or IWR?

IWR reports 808 stock positions and RSP reports 500. 40.9% of IWR's weight sits in names RSP does not hold, and 41.8% of RSP's weight in names IWR does not hold. The ten largest positions are 5.6% of IWR and 3.2% of RSP.

How do IWR and RSP differ by sector?

The widest gap is Industrials: IWR has 1.9 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.