ETF comparison
IJJ vs IWM
US Mid Cap vs US Small Cap.
iShares S&P Mid-Cap 400 Value ETF · iShares Russell 2000 ETF
Holdings overlap
65 positions appear in both funds. Buying equal dollars of IJJ and IWM would leave roughly 9.5% of each dollar exposed to the same underlying securities.
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.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
IJJ is 1 bps cheaper than IWM. On a $100,000 position that's about $10/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 IJJ vs IWM.
Top shared holdings
65 shared in total| # | Holding | In IJJ | In IWM | Overlap |
|---|---|---|---|---|
| 1 | UMB Financial Corp. | 0.59% | 0.33% | 0.33% |
| 2 | Cytokinetics, Inc. | 0.31% | 0.35% | 0.31% |
| 3 | Old National Bancorp | 0.51% | 0.28% | 0.28% |
| 4 | Terex Corp. | 0.48% | 0.26% | 0.26% |
| 5 | Fluor Corp. | 0.42% | 0.23% | 0.23% |
| 6 | Valley National Bancorp | 0.40% | 0.22% | 0.22% |
| 7 | Commercial Metals Co. | 0.40% | 0.22% | 0.22% |
| 8 | Glacier Bancorp, Inc. | 0.38% | 0.21% | 0.21% |
| 9 | Taylor Morrison Home Corp. | 0.38% | 0.21% | 0.21% |
| 10 | Southwest Gas Holdings, Inc. | 0.33% | 0.20% | 0.20% |
| 11 | Silicon Laboratories, Inc. | 0.19% | 0.22% | 0.19% |
| 12 | United Bankshares, Inc. | 0.36% | 0.19% | 0.19% |
Only in IJJ
234 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 IWM
1,949 total- Moog, Inc. 0.38%
- 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%
Related comparisons
More comparisons with IJJ
- IJJ vs IWD · iShares Russell 1000 Value ETF 5.2%
- IJJ vs IWP · iShares Russell Mid-Cap Growth ETF 4.7%
- IJJ vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 4.2%
- IJJ vs DGRO · iShares Core Dividend Growth ETF 3.6%
- IJJ vs SCHD · Schwab U.S. Dividend Equity ETF 3.3%
- IJJ vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 3.3%
More comparisons with IWM
- IWM vs DON · WisdomTree U.S. MidCap Dividend Fund 8.8%
- IWM vs BBMC · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 7.5%
- IWM vs CALF · Pacer US Small Cap Cash Cows 100 ETF 7.3%
- IWM vs AVUS · Avantis US Equity ETF 6.3%
- IWM vs DFUV · Dimensional US Marketwide Value ETF 6.3%
- IWM vs IJK · iShares S&P Mid-Cap 400 Growth ETF 6.0%
Percentages are holdings overlap with the named fund.
Open IJJ 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.