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ETF comparison

IJK vs IWM

US Mid Cap vs US Small Cap.

iShares S&P Mid-Cap 400 Growth ETF · iShares Russell 2000 ETF

Holdings overlap

Weighted by ISIN/CUSIP
6.0 %

39 positions appear in both funds. Buying equal dollars of IJK and IWM would leave roughly 6.0% of each dollar exposed to the same underlying securities.

IJK unmatched 93.9% Shared 6.0% IWM unmatched 93.8%

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 IJK only
204 positions
Shared
39 positions
In IWM only
1,975 positions

Side by side

IJK

iShares S&P Mid-Cap 400 Growth ETF

iShares · US Mid Cap

91 composite / 100
Expense ratio
0.16%
Net assets
$10.29B
TTM yield
0.60%
Top-10 conc.
14.4%
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

84
Cost
81
89
Tax efficiency
89
100
Liquidity
100
94
Concentration
100
—
Tracking quality
—
IJK sub-score IWM

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

Cost difference

IJK is 3 bps cheaper than IWM. On a $100,000 position that's about $30/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 IJK vs IWM.

Top shared holdings

39 shared in total
# Holding In IJK In IWM Overlap
1 Moog, Inc. 0.64% 0.38% 0.38%
2 Cytokinetics, Inc. 0.33% 0.35% 0.33%
3 CareTrust REIT, Inc. 0.50% 0.28% 0.28%
4 FirstCash Holdings, Inc. 0.44% 0.28% 0.28%
5 EnerSys 0.46% 0.27% 0.27%
6 HealthEquity, Inc. 0.40% 0.24% 0.24%
7 Hims & Hers Health, Inc. 0.39% 0.23% 0.23%
8 InterDigital, Inc. 0.39% 0.23% 0.23%
9 Lantheus Holdings, Inc. 0.26% 0.22% 0.22%
10 Ormat Technologies, Inc. 0.35% 0.21% 0.21%
11 Silicon Laboratories, Inc. 0.20% 0.22% 0.20%
12 GATX Corp. 0.19% 0.20% 0.19%

Only in IJK

204 total
  • Twilio, Inc. 1.66%
  • Carpenter Technology Corp. 1.62%
  • Curtiss-Wright Corp. 1.48%
  • nVent Electric plc 1.45%
  • ATI, Inc. 1.42%
  • TechnipFMC plc 1.40%
  • Sterling Infrastructure, Inc. 1.36%
  • MasTec, Inc. 1.36%
  • Woodward, Inc. 1.34%
  • MACOM Technology Solutions Holdings, Inc. 1.32%

Only in IWM

1,975 total
  • Hut 8 Corp. 0.37%
  • Viasat, Inc. 0.35%
  • BrightSpring Health Services, Inc. 0.35%
  • MaxLinear, Inc. 0.34%
  • Argan, Inc. 0.34%
  • UMB Financial Corp. 0.33%
  • JFrog Ltd. 0.31%
  • Riot Platforms, Inc. 0.30%
  • Krystal Biotech, Inc. 0.30%
  • ESCO Technologies, Inc. 0.29%

Percentages are holdings overlap with the named fund.

Open IJK 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.