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ETF comparison

IJR vs IWM

Both US Small Cap.

iShares Core S&P Small-Cap ETF · iShares Russell 2000 ETF

Holdings overlap

Weighted by ISIN/CUSIP
46.8 %

542 positions appear in both funds. Buying equal dollars of IJR and IWM would leave roughly 46.8% of each dollar exposed to the same underlying securities.

IJR unmatched 50.9% Shared 46.8% IWM unmatched 53.0%

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 IJR only
61 positions
Shared
542 positions
In IWM only
1,472 positions

Side by side

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%
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

94
Cost
81
88
Tax efficiency
89
100
Liquidity
100
99
Concentration
100
—
Tracking quality
—
IJR sub-score IWM

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

Cost difference

IJR is 13 bps cheaper than IWM. On a $100,000 position that's about $130/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 IJR vs IWM.

Top shared holdings

542 shared in total
# Holding In IJR In IWM Overlap
1 VIASAT INC 0.66% 0.35% 0.35%
2 BRIGHTSPRING HEALTH SERVICES INC 0.60% 0.35% 0.35%
3 MAXLINEAR INC 0.58% 0.34% 0.34%
4 ARGAN INC 0.60% 0.34% 0.34%
5 KRYSTAL BIOTECH INC 0.53% 0.30% 0.30%
6 ESCO TECHNOLOGIES INC 0.49% 0.29% 0.29%
7 ALKERMES PLC 0.47% 0.27% 0.27%
8 STONEX GROUP INC 0.46% 0.27% 0.27%
9 PLEXUS CORP 0.44% 0.25% 0.25%
10 ENPRO INC 0.43% 0.25% 0.25%
11 RYMAN HOSPITALITY PROPERTIES INC 0.44% 0.25% 0.25%
12 GLAUKOS CORP 0.44% 0.25% 0.25%

Only in IJR

61 total
  • FORMFACTOR INC 0.67%
  • MOLINA HEALTHCARE INC 0.64%
  • ELEMENT SOLUTIONS INC 0.59%
  • MATCH GROUP INC 0.48%
  • EVERUS CONSTRUCTION GROUP INC 0.46%
  • CORCEPT THERAPEUTICS INC 0.45%
  • RALLIANT CORP 0.45%
  • POWELL INDUSTRIES INC 0.44%
  • EASTMAN CHEMICAL COMPANY 0.41%
  • CARMAX INC 0.41%

Only in IWM

1,472 total
  • Moog, Inc. 0.38%
  • Hut 8 Corp. 0.37%
  • Cytokinetics, Inc. 0.35%
  • UMB Financial Corp. 0.33%
  • JFrog Ltd. 0.31%
  • Riot Platforms, Inc. 0.30%
  • CareTrust REIT, Inc. 0.28%
  • Old National Bancorp 0.28%
  • FirstCash Holdings, Inc. 0.28%
  • Compass, Inc. 0.27%

Percentages are holdings overlap with the named fund.

Open IJR 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.