IYM vs XMMO overlap - what they share and where they differ
IYM and XMMO share 10.4% of their weight across 8 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
10.4%
8 shared positions
IYM
iShares U.S. Basic Materials ETF
Reported positions cover 100% of the fund, 39 positions · Jul 31, 2026
Top 10: 67.5%·Holdings of IYM
XMMO
Invesco S&P MidCap Momentum ETF
Reported positions cover 100% of the fund, 75 positions · Jul 31, 2026
Top 10: 28.9%·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
39
stock positions reported to the SEC
88.9% of its weight is in 31 names XMMO does not hold
XMMOInvesco S&P MidCap Momentum ETF
75
stock positions reported to the SEC
87.4% of its weight is in 67 names IYM does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Basic Materials: IYM has 64.5 points more of it.
The figures side by side
| IYM | XMMO | |
|---|---|---|
| Filing date | Jul 31, 2026 | Jul 31, 2026 |
| Stock positions reported | 39 | 75 |
| Weight of the ten largest | 67.5% | 28.9% |
| Largest position | LIN 20.4% | CW 4.3% |
| Held alone | 31 positions, 88.9% | 67 positions, 87.4% |
| Covered by stock positions | 100% | 100% |
Holdings they share
| Stock | In IYM | In XMMO | Counted |
|---|---|---|---|
| CRSCARPENTER TECHNOLOGY CORPORATION | 2.60% | 2.28% | 2.28% |
| RBCRBC BEARINGS INCORPORATED | 1.79% | 1.77% | 1.77% |
| RGLDROYAL GOLD, INC. | 1.75% | 2.39% | 1.75% |
| MLIMUELLER INDUSTRIES, INC. | 1.50% | 2.25% | 1.50% |
| AAALCOA CORPORATION | 1.24% | 0.96% | 0.96% |
| HLHECLA MINING COMPANY | 0.93% | 1.63% | 0.93% |
| MPMP MATERIALS CORP | 0.62% | 0.61% | 0.61% |
| NEUNewMarket Corporation | 0.55% | 0.61% | 0.55% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in IYM
Only in XMMO
Questions people ask
Is IYM the same as XMMO?
10.4% of their weight sits in the same 8 holdings. IYM also reports LIN, NEM, FCX, which the other does not. XMMO also reports CW, FTI, ATI, 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 39 stock positions and XMMO reports 75. 88.9% of IYM's weight sits in names XMMO does not hold, and 87.4% of XMMO's weight in names IYM does not hold. The ten largest positions are 67.5% of IYM and 28.9% of XMMO.
How do IYM and XMMO differ by sector?
The widest gap is Basic Materials: IYM has 64.5 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.