IYM vs XMMO overlap - what they share and where they differ

IYM and XMMO share 9.9% of their weight across 7 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.

IYM and XMMO

9.9%

7 shared positions

IYM

iShares U.S. Basic Materials ETF

Reported positions cover 100% of the fund, 38 positions · Apr 30, 2026

Top 10: 66.0%·Holdings of IYM

XMMO

Invesco S&P MidCap Momentum ETF

Reported positions cover 100% of the fund, 76 positions · Apr 30, 2026

Top 10: 27.9%·Holdings of XMMO

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

XMMO vs IYM side by side

IYMiShares U.S. Basic Materials ETF

38

stock positions reported to the SEC

88.3% of its weight is in 31 names XMMO does not hold

XMMOInvesco S&P MidCap Momentum ETF

76

stock positions reported to the SEC

88.8% of its weight is in 69 names IYM does not hold

Where each fund's weight sits

IYM
XMMO
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Basic Materials
57.5%
13.3%
Technology
2.8%
34.1%
Industrials
0.0%
12.9%
Real Estate
2.2%
8.7%
Healthcare
0.0%
8.2%
Consumer Defensive
7.2%
0.0%

The widest gap is Basic Materials: IYM has 44.3 points more of it.

The figures side by side

IYMXMMO
Filing dateApr 30, 2026Apr 30, 2026
Stock positions reported3876
Weight of the ten largest66.0%27.9%
Largest positionLINDE PUBLIC LIMITED COMPANY 19.9%CW 3.9%
Held alone31 positions, 88.3%69 positions, 88.8%
Covered by stock positions100%100%

Holdings they share

StockIn IYMIn XMMOCounted
RGLDROYAL GOLD, INC.2.18%2.60%2.18%
RBCRBC BEARINGS INCORPORATED2.07%1.77%1.77%
CRSCARPENTER TECHNOLOGY CORPORATION2.29%1.74%1.74%
MLIMUELLER INDUSTRIES, INC.1.63%2.12%1.63%
AAALCOA CORPORATION1.83%1.25%1.25%
MPMP MATERIALS CORP1.05%0.90%0.90%
NEUNewMarket Corporation0.48%0.45%0.45%

What each holds alone

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

Only in IYM

LINDE PUBLIC LIMITED COMPANY19.89%
NEMNEWMONT CORPORATION10.51%
FCXFREEPORT-MCMORAN INC.7.25%
ECLECOLAB INC.5.80%
APDAIR PRODUCTS AND CHEMICALS, INC.4.75%
NUENUCOR CORPORATION4.43%
FASTFASTENAL COMPANY3.88%
AUANGLOGOLD ASHANTI PLC3.55%
STLDSTEEL DYNAMICS, INC.3.38%
ALBALBEMARLE CORPORATION2.57%

Only in XMMO

CWCurtiss-Wright Corp.3.91%
FTITechnipFMC PLC3.60%
FNFabrinet2.86%
ATIATI Inc.2.63%
TTMITTM Technologies, Inc.2.61%
WWDWoodward, Inc.2.58%
FLEX LTD.2.56%
NVENT ELECTRIC PLC2.32%
MTZMasTec, Inc.2.26%
BWXTBWX Technologies, Inc.2.21%

Questions people ask

Is IYM the same as XMMO?

9.9% of their weight sits in the same 7 holdings. IYM also reports LINDE PUBLIC LIMITED COMPANY, NEM, FCX, which the other does not. XMMO also reports CW, FTI, FN, which the other does not.

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

Which holds more, XMMO or IYM?

IYM reports 38 stock positions and XMMO reports 76. 88.3% of IYM's weight sits in names XMMO does not hold, and 88.8% of XMMO's weight in names IYM does not hold. The ten largest positions are 66.0% of IYM and 27.9% of XMMO.

How do IYM and XMMO differ by sector?

The widest gap is Basic Materials: IYM has 44.3 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.

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.