IWC vs UWM: holdings overlap, shared companies and scores
As of October 28, 2026, IWC and UWM overlap 6.4% by weight. iShares Micro-Cap ETF (IWC): Owns a focused strategy. ProShares Ultra Russell2000 (UWM): Russell 2000 index.
Updated October 28, 2026
Where IWC trades against its own history
IWC trades at 13.6 times earnings, against its own median of 12.9, and is more expensive than 58% of its own last 5 years.
What moved IWC this week
IWC rose 2.0% in the week to October 28, 2026. The holdings that moved it most were Replimune (+37.0%), Rapid7 (+30.9%) and Absci (+18.3%); Sellas Life Sciences (−14.5%) pushed the other way.
What does IWC hold?
What's inside IWC: Tech 13%, Semiconductors 1%.
6% of IWC is its ten largest holdings.
How much do IWC and UWM overlap? 6.4% by weight
As of October 28, 2026, IWC and UWM overlap 6.4% by weight.
94% of IWC is already inside UWM.
6% of UWM is already inside IWC.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score IWC and UWM? 3.1 and 2.7 out of 10
As of October 28, 2026, ETF Copilot scores IWC 3.1 out of 10 and UWM 2.7 out of 10.
They differ most on Risk: IWC 1.6 and UWM 0.2.
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 | IWC | UWM |
|---|---|---|
| Growth | 3.4 | — |
| Value | 4.2 | — |
| Risk | 1.6 | 0.2 |
| Quality | 0.3 | — |
| Return | 5.1 | 5.2 |
IWC is the cheaper of the two at 0.60% a year
As of October 28, 2026, IWC charges 0.60% a year, yields 1.07% and holds $1.2B in assets across 1353 positions.
As of October 28, 2026, UWM charges 1.08% a year, yields 0.86% and holds $213M in assets.
| Measure | IWC | UWM |
|---|---|---|
| Expense ratio | 0.60% | 1.08% |
| Dividend yield | 1.07% | 0.86% |
| Assets under management | $1.2B | $213M |
| Holdings | 1353 | — |
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.
Cite this
ETF Copilot, “IWC vs UWM holdings overlap and scores”, as of October 28, 2026.
https://etf-copilot.com/compare/iwc-vs-uwm
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