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ETF comparison

IJR vs IWN

Both US Small Cap.

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

Holdings overlap

Weighted by ISIN/CUSIP
42.5 %

396 positions appear in both funds. Buying equal dollars of IJR and IWN would leave roughly 42.5% of each dollar exposed to the same underlying securities.

IJR unmatched 55.2% Shared 42.5% IWN unmatched 57.2%

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
207 positions
Shared
396 positions
In IWN only
1,026 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%
IWN

iShares Russell 2000 Value ETF

iShares · US Small Cap

88 composite / 100
Expense ratio
0.24%
Net assets
$13.79B
TTM yield
1.53%
Top-10 conc.
5.5%

Sub-score comparison

94
Cost
76
88
Tax efficiency
87
100
Liquidity
100
99
Concentration
100
—
Tracking quality
—
IJR sub-score IWN

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

Cost difference

IJR is 18 bps cheaper than IWN. On a $100,000 position that's about $180/yr more in fees for IWN.

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 IWN.

Top shared holdings

396 shared in total
# Holding In IJR In IWN Overlap
1 VIASAT INC 0.66% 0.74% 0.66%
2 JBT MAREL CORP 0.41% 0.50% 0.41%
3 MACERICH COMPANY (THE) 0.39% 0.43% 0.39%
4 TERRENO REALTY CORP 0.37% 0.45% 0.37%
5 VISHAY INTERTECHNOLOGY INC 0.36% 0.43% 0.36%
6 ESSENTIAL PROPERTIES REALTY TRUST INC 0.35% 0.43% 0.35%
7 VSE CORP 0.35% 0.39% 0.35%
8 LIFE TIME GROUP HOLDINGS INC 0.34% 0.36% 0.34%
9 ATLANTIC UNION BANKSHARES CORP 0.33% 0.36% 0.33%
10 LUMEN TECHNOLOGIES INC 0.32% 0.48% 0.32%
11 ARCOSA INC 0.39% 0.32% 0.32%
12 SM ENERGY COMPANY 0.32% 0.39% 0.32%

Only in IJR

207 total
  • FORMFACTOR INC 0.67%
  • MOLINA HEALTHCARE INC 0.64%
  • ARGAN INC 0.60%
  • BRIGHTSPRING HEALTH SERVICES INC 0.60%
  • ELEMENT SOLUTIONS INC 0.59%
  • MAXLINEAR INC 0.58%
  • KRYSTAL BIOTECH INC 0.53%
  • ESCO TECHNOLOGIES INC 0.49%
  • MATCH GROUP INC 0.48%
  • EVERUS CONSTRUCTION GROUP INC 0.46%

Only in IWN

1,026 total
  • Cytokinetics, Inc. 0.65%
  • UMB Financial Corp. 0.62%
  • CareTrust REIT, Inc. 0.59%
  • Terex Corp. 0.54%
  • Old National Bancorp 0.52%
  • Taylor Morrison Home Corp. 0.44%
  • Southwest Gas Holdings, Inc. 0.42%
  • Garrett Motion, Inc. 0.41%
  • Ormat Technologies, Inc. 0.40%
  • Hancock Whitney Corp. 0.40%

Percentages are holdings overlap with the named fund.

Open IJR or IWN 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.