IWV vs REM: holdings overlap, shared companies and scores
As of October 9, 2026, IWV and REM overlap 0.3% by weight. iShares Russell 3000 ETF (IWV): U.S. total market index. iShares Mortgage Real Estate ETF (REM): US mortgage real estate investment trusts.
Updated October 9, 2026
Where IWV and REM trade against their own history
IWV trades at 24.1 times earnings, against its own median of 22.2, and is more expensive than 63% of its own last 9 years.
REM trades at 6.0 times earnings, against its own median of 9.3, and is cheaper than 90% of its own last 8 years.
What moved IWV and REM this week
IWV rose 1.1% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Amazon.com (+4.3%) and Alphabet (+2.4%); Nvidia (−2.0%) pushed the other way.
REM fell 1.5% in the week to October 9, 2026. The holdings that moved it most were Arbor Realty Trust (−19.4%), MFA Financial (−10.1%) and Annaly Capital Management (−1.1%); Ready Capital (+15.0%) pushed the other way.
What do IWV and REM each hold?
What's inside IWV: Tech 43%, Magnificent 7 31%.
35% of IWV is its ten largest holdings.
73% of REM is its ten largest holdings.
How much do IWV and REM overlap? 0.3% by weight
As of October 9, 2026, IWV and REM overlap 0.3% by weight.
0% of IWV is already inside REM.
98% of REM is already inside IWV.
IWV holds 2,587 companies and REM holds 33; 27 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 IWV and REM? 6.5 and 1.6 out of 10
As of October 9, 2026, ETF Copilot scores IWV 6.5 out of 10 and REM 1.6 out of 10.
They differ most on Return: IWV 7.6 and REM 0.3.
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 | IWV | REM |
|---|---|---|
| Growth | 7.1 | 0.0 |
| Value | 3.1 | 5.1 |
| Risk | 6.5 | 1.8 |
| Quality | 7.8 | 2.4 |
| Return | 7.6 | 0.3 |
IWV is the cheaper of the two at 0.20% a year
As of October 9, 2026, IWV charges 0.20% a year, yields 0.86% and holds $20.5B in assets across 2587 positions.
As of October 9, 2026, REM charges 0.48% a year, yields 11.44% and holds $453M in assets across 33 positions.
| Measure | IWV | REM |
|---|---|---|
| Expense ratio | 0.20% | 0.48% |
| Dividend yield | 0.86% | 11.44% |
| Assets under management | $20.5B | $453M |
| Holdings | 2587 | 33 |
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, “IWV vs REM holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/iwv-vs-rem
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