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ETF comparison

IJJ vs IJR

US Mid Cap vs US Small Cap.

iShares S&P Mid-Cap 400 Value ETF · iShares Core S&P Small-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
0.0 %

0 positions appear in both funds. Buying equal dollars of IJJ and IJR would leave roughly 0.0% of each dollar exposed to the same underlying securities.

IJJ unmatched 99.4% Shared 0.0% IJR unmatched 97.7%

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 IJJ only
299 positions
Shared
0 positions
In IJR only
603 positions

Side by side

IJJ

iShares S&P Mid-Cap 400 Value ETF

iShares · US Mid Cap

89 composite / 100
Expense ratio
0.18%
Net assets
$8.33B
TTM yield
1.64%
Top-10 conc.
10.1%
IJR

iShares Core S&P Small-Cap ETF

iShares · US Small Cap

95 composite / 100
Expense ratio
0.060%
Net assets
$102.56B
TTM yield
1.24%
Top-10 conc.
10.8%

Sub-score comparison

82
Cost
94
87
Tax efficiency
88
97
Liquidity
100
100
Concentration
99
—
Tracking quality
—
IJJ sub-score IJR

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

Cost difference

IJR is 12 bps cheaper than IJJ. On a $100,000 position that's about $120/yr more in fees for IJJ.

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 IJJ vs IJR.

Top shared holdings

0 shared in total

No shared holdings between these funds.

Only in IJJ

299 total
  • US Foods Holding Corp. 1.29%
  • TD SYNNEX Corp. 1.15%
  • Reliance, Inc. 1.10%
  • Performance Food Group Co. 1.01%
  • WESCO International, Inc. 0.97%
  • Entegris, Inc. 0.95%
  • Annaly Capital Management, Inc. 0.94%
  • Regal Rexnord Corp. 0.91%
  • Toll Brothers, Inc. 0.90%
  • Pinnacle Financial Partners, Inc. 0.87%

Only in IJR

603 total
  • FORMFACTOR INC 0.67%
  • VIASAT INC 0.66%
  • MOLINA HEALTHCARE INC 0.64%
  • ARGAN INC 0.60%
  • BRIGHTSPRING HEALTH SERVICES INC 0.60%
  • ELEMENT SOLUTIONS INC 0.59%
  • MAXLINEAR INC 0.58%
  • KRYSTAL BIOTECH INC 0.53%
  • ESCO TECHNOLOGIES INC 0.49%
  • MATCH GROUP INC 0.48%

Related comparisons

More comparisons with IJJ

More comparisons with IJR

Percentages are holdings overlap with the named fund.

Open IJJ or IJR at a brokerage

Both funds trade commission-free at major US brokerages.

Open at Fidelity

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.