IEMG vs IWM: Complete Comparison
iShares Core MSCI Emerging Markets ETF vs iShares Russell 2000 ETF โ overlap, correlation, performance & risk analysis
Visual Overlap
Price Performance
Historical price comparison over 3M
๐Performance Comparison
โ ๏ธRisk Metrics
Interpretation:
- ๐ Lower volatility = smoother ride
- โก Higher Sharpe/Sortino = better risk-adjusted returns
- โ ๏ธ Smaller max drawdown = less worst-case pain
- ๐ Beta > 1 = more volatile than S&P 500
โ๏ธHead-to-Head Comparison
๐ IEMG wins this comparison
Key Factors
โถAdditional Metrics (5)
Bottom line: IEMG wins with better expense ratio and number of holdings. Consider IEMG for your portfolio, but IWM is still a solid choice if you prefer its specific advantages.
Detailed Overlap Analysis
2 shared holdings representing 0.1% portfolio overlap
Top Shared Holdings
| # | Stock | IEMG Weight | IWM Weight | Overlap |
|---|---|---|---|---|
| 1 | PAGS PAGS | 0.02% | 0.06% | 0.02% |
| 2 | PAX PAX | 0.01% | 0.04% | 0.01% |
Overlap by Sector
Showing top 5 sectors by overlap contribution
Top Holdings Only in IEMG
Unique to IEMG
| Symbol | Name | Weight |
|---|---|---|
| PDD | PDD | 0.80% |
| NU | NU | 0.45% |
| AU | AU | 0.33% |
| BAP | BAP | 0.15% |
| YUMC | YUMC | 0.14% |
Top Holdings Only in IWM
Unique to IWM
| Symbol | Name | Weight |
|---|---|---|
| CRDO | CREDO TECHNOLOGY GROUP HOLDING LTD | 0.86% |
| BE | BLOOM ENERGY CLASS A CORP | 0.80% |
| FN | FABRINET | 0.62% |
| IONQ | IONQ INC | 0.51% |
| NXT | NEXTPOWER INC CLASS A | 0.44% |
Price Correlation
How We Calculate Overlap
We use the minimum weight method with normalization to calculate portfolio overlap:
Overlap = ฮฃ min(weightA, weightB) for each shared holdingNormalization: Holdings weights are normalized to sum to 100% before comparison. This ensures accurate overlap calculations even when analyzing partial holdings data (e.g., top 50 positions).
Conservative approach: We consider only the smaller allocation for each shared position, giving you a realistic view of true portfolio overlap.
๐ This analysis is based on publicly available holdings data. For the most current and complete holdings information, please visit the official ETF provider websites.