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ETF comparison

IJK vs IWR

Both US Mid Cap.

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

Holdings overlap

Weighted by ISIN/CUSIP
15.9 %

201 positions appear in both funds. Buying equal dollars of IJK and IWR would leave roughly 15.9% of each dollar exposed to the same underlying securities.

IJK unmatched 84.0% Shared 15.9% IWR unmatched 83.9%

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
42 positions
Shared
201 positions
In IWR only
623 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%
IWR

iShares Russell Mid-Cap ETF

iShares · US Mid Cap

90 composite / 100
Expense ratio
0.18%
Net assets
$54.90B
TTM yield
1.16%
Top-10 conc.
5.6%

Sub-score comparison

84
Cost
82
89
Tax efficiency
88
100
Liquidity
100
94
Concentration
100
—
Tracking quality
—
IJK sub-score IWR

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

Cost difference

IJK is 2 bps cheaper than IWR. On a $100,000 position that's about $20/yr more in fees for IWR.

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 IWR.

Top shared holdings

201 shared in total
# Holding In IJK In IWR Overlap
1 Twilio, Inc. 1.66% 0.22% 0.22%
2 MKS, Inc. 1.13% 0.22% 0.22%
3 Carpenter Technology Corp. 1.62% 0.22% 0.22%
4 Curtiss-Wright Corp. 1.48% 0.20% 0.20%
5 Entegris, Inc. 0.58% 0.20% 0.20%
6 nVent Electric plc 1.45% 0.20% 0.20%
7 Illumina, Inc. 0.76% 0.19% 0.19%
8 ATI, Inc. 1.42% 0.19% 0.19%
9 TechnipFMC plc 1.40% 0.19% 0.19%
10 MasTec, Inc. 1.36% 0.19% 0.19%
11 MACOM Technology Solutions Holdings, Inc. 1.32% 0.18% 0.18%
12 Woodward, Inc. 1.34% 0.18% 0.18%

Only in IJK

42 total
  • Moog, Inc. 0.64%
  • CareTrust REIT, Inc. 0.50%
  • EnerSys 0.46%
  • FirstCash Holdings, Inc. 0.44%
  • HealthEquity, Inc. 0.40%
  • Hims & Hers Health, Inc. 0.39%
  • InterDigital, Inc. 0.39%
  • Ormat Technologies, Inc. 0.35%
  • Cytokinetics, Inc. 0.33%
  • Lantheus Holdings, Inc. 0.26%

Only in IWR

623 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%

Percentages are holdings overlap with the named fund.

Open IJK 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.