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ETF comparison

IJH vs IWM

US Mid Cap vs US Small Cap.

iShares Core S&P Mid-Cap ETF · iShares Russell 2000 ETF

Holdings overlap

Weighted by ISIN/CUSIP
11.2 %

79 positions appear in both funds. Buying equal dollars of IJH and IWM would leave roughly 11.2% of each dollar exposed to the same underlying securities.

IJH unmatched 88.6% Shared 11.2% IWM unmatched 88.6%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In IJH only
321 positions
Shared
79 positions
In IWM only
1,935 positions

Side by side

IJH

iShares Core S&P Mid-Cap ETF

iShares · US Mid Cap

95 composite / 100
Expense ratio
0.050%
Net assets
$120.93B
TTM yield
1.25%
Top-10 conc.
10.9%
IWM

iShares Russell 2000 ETF

iShares · US Small Cap

90 composite / 100
Expense ratio
0.19%
Net assets
$78.04B
TTM yield
0.99%
Top-10 conc.
3.4%

Sub-score comparison

95
Cost
81
88
Tax efficiency
89
100
Liquidity
100
99
Concentration
100
—
Tracking quality
—
IJH sub-score IWM

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

IJH is 14 bps cheaper than IWM. On a $100,000 position that's about $140/yr more in fees for IWM.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with IJH vs IWM.

Top shared holdings

79 shared in total
# Holding In IJH In IWM Overlap
1 MOOG INC 0.33% 0.38% 0.33%
2 CYTOKINETICS INC 0.32% 0.35% 0.32%
3 UMB FINANCIAL CORP 0.28% 0.33% 0.28%
4 CARETRUST REIT INC 0.26% 0.28% 0.26%
5 OLD NATIONAL BANCORP 0.25% 0.28% 0.25%
6 ENERSYS 0.24% 0.27% 0.24%
7 FIRSTCASH HOLDINGS INC 0.23% 0.28% 0.23%
8 TEREX CORP 0.23% 0.26% 0.23%
9 HEALTHEQUITY INC 0.21% 0.24% 0.21%
10 HIMS & HERS HEALTH INC 0.20% 0.23% 0.20%
11 INTERDIGITAL INC 0.20% 0.23% 0.20%
12 FLUOR CORP 0.20% 0.23% 0.20%

Only in IJH

321 total
  • TWILIO INC 0.86%
  • CARPENTER TECHNOLOGY CORP 0.84%
  • MKS INC 0.83%
  • CURTISS-WRIGHT CORP 0.77%
  • NVENT ELECTRIC PLC 0.75%
  • ENTEGRIS INC 0.75%
  • ATI INC 0.74%
  • ILLUMINA INC 0.73%
  • TECHNIPFMC PLC 0.73%
  • STERLING INFRASTRUCTURE INC 0.71%

Only in IWM

1,935 total
  • Hut 8 Corp. 0.37%
  • Viasat, Inc. 0.35%
  • BrightSpring Health Services, Inc. 0.35%
  • MaxLinear, Inc. 0.34%
  • Argan, Inc. 0.34%
  • JFrog Ltd. 0.31%
  • Riot Platforms, Inc. 0.30%
  • Krystal Biotech, Inc. 0.30%
  • ESCO Technologies, Inc. 0.29%
  • Compass, Inc. 0.27%

Percentages are holdings overlap with the named fund.

Open IJH or IWM at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.