ETF comparison
IJJ vs IWR
Both US Mid Cap.
iShares S&P Mid-Cap 400 Value ETF · iShares Russell Mid-Cap ETF
Holdings overlap
231 positions appear in both funds. Buying equal dollars of IJJ and IWR would leave roughly 14.7% 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
Expense ratios are effectively identical (0.18% vs 0.18%).
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 IWR.
Top shared holdings
231 shared in total| # | Holding | In IJJ | In IWR | Overlap |
|---|---|---|---|---|
| 1 | MKS, Inc. | 0.50% | 0.22% | 0.22% |
| 2 | Entegris, Inc. | 0.95% | 0.20% | 0.20% |
| 3 | Illumina, Inc. | 0.70% | 0.19% | 0.19% |
| 4 | US Foods Holding Corp. | 1.29% | 0.16% | 0.16% |
| 5 | Lattice Semiconductor Corp. | 0.49% | 0.15% | 0.15% |
| 6 | TD SYNNEX Corp. | 1.15% | 0.15% | 0.15% |
| 7 | Burlington Stores, Inc. | 0.45% | 0.14% | 0.14% |
| 8 | Reliance, Inc. | 1.10% | 0.14% | 0.14% |
| 9 | Onto Innovation, Inc. | 0.56% | 0.14% | 0.14% |
| 10 | Nextpower, Inc. | 0.36% | 0.13% | 0.13% |
| 11 | East West Bancorp, Inc. | 0.50% | 0.13% | 0.13% |
| 12 | Roivant Sciences Ltd. | 0.38% | 0.12% | 0.12% |
Only in IJJ
68 total- UMB Financial Corp. 0.59%
- Old National Bancorp 0.51%
- Terex Corp. 0.48%
- Fluor Corp. 0.42%
- Valley National Bancorp 0.40%
- Commercial Metals Co. 0.40%
- Taylor Morrison Home Corp. 0.38%
- Glacier Bancorp, Inc. 0.38%
- Janus Henderson Group plc 0.37%
- United Bankshares, Inc. 0.36%
Only in IWR
593 total- Datadog, Inc. 0.62%
- Snowflake, Inc. 0.61%
- Royal Caribbean Cruises Ltd. 0.58%
- Cloudflare, Inc. 0.56%
- Robinhood Markets, Inc. 0.56%
- Teradyne, Inc. 0.55%
- Marathon Petroleum Corp. 0.54%
- Astera Labs, Inc. 0.53%
- Simon Property Group, Inc. 0.52%
- United Rentals, Inc. 0.51%
Related comparisons
More comparisons with IJJ
- IJJ vs IWM · iShares Russell 2000 ETF 9.5%
- 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%
More comparisons with IWR
- IWR vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 13.9%
- IWR vs VOO · Vanguard S&P 500 ETF 13.3%
- IWR vs SPYM · State Street SPDR Portfolio S&P 500 ETF 13.3%
- IWR vs IVV · iShares Core S&P 500 ETF 13.3%
- IWR vs SPY · State Street SPDR S&P 500 ETF Trust 12.1%
- IWR vs IWF · iShares Russell 1000 Growth ETF 10.8%
Percentages are holdings overlap with the named fund.
Open IJJ or IWR 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.