EQAL vs IYM: holdings overlap, shared companies and scores
As of October 9, 2026, EQAL and IYM overlap 8.7% by weight. Invesco Russell 1000 Equal Weight ETF (EQAL): Equal-weight U.S. large caps. iShares U.S. Basic Materials ETF (IYM): U.S. basic materials stocks.
Updated October 9, 2026
Where EQAL and IYM trade against their own history
EQAL trades at 19.1 times earnings, against its own median of 18.7, and is more expensive than 56% of its own last 9 years.
IYM trades at 23.1 times earnings, against its own median of 18.0, and is more expensive than 79% of its own last 9 years.
What moved EQAL and IYM this week
EQAL rose 1.1% in the week to October 9, 2026. The holdings that moved it most were Ciena (+14.9%), XP (+49.9%) and Talen Energy (+18.0%); AST Spacemobile (−12.8%) pushed the other way.
IYM rose 0.8% in the week to October 9, 2026. The holdings that moved it most were Freeport-McMoRan (+2.3%), Newmont (+2.0%) and Ecolab (+3.0%); Mosaic (−11.1%) pushed the other way.
What do EQAL and IYM each hold?
What's inside EQAL: Tech 15%, Semiconductors 3%.
5% of EQAL is its ten largest holdings.
68% of IYM is its ten largest holdings.
How much do EQAL and IYM overlap? 8.7% by weight
As of October 9, 2026, EQAL and IYM overlap 8.7% by weight.
9% of EQAL is already inside IYM.
100% of IYM is already inside EQAL.
EQAL holds 1,011 companies and IYM holds 43; 40 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score EQAL and IYM? 4.5 and 4.4 out of 10
As of October 9, 2026, ETF Copilot scores EQAL 4.5 out of 10 and IYM 4.4 out of 10.
They differ most on Risk: EQAL 7.5 and IYM 3.5.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | EQAL | IYM |
|---|---|---|
| Growth | 3.3 | 4.0 |
| Value | 5.8 | 3.0 |
| Risk | 7.5 | 3.5 |
| Quality | 2.7 | 6.2 |
| Return | 4.2 | 5.0 |
EQAL is the cheaper of the two at 0.20% a year
As of October 9, 2026, EQAL charges 0.20% a year, yields 1.71% and holds $809M in assets across 1011 positions.
As of October 9, 2026, IYM charges 0.37% a year, yields 1.27% and holds $1.3B in assets across 43 positions.
| Measure | EQAL | IYM |
|---|---|---|
| Expense ratio | 0.20% | 0.37% |
| Dividend yield | 1.71% | 1.27% |
| Assets under management | $809M | $1.3B |
| Holdings | 1011 | 43 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “EQAL vs IYM holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/eqal-vs-iym
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