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ETF comparison

IJR vs IWP

US Small Cap vs US Mid Cap.

iShares Core S&P Small-Cap ETF · iShares Russell Mid-Cap Growth ETF

Holdings overlap

Weighted by ISIN/CUSIP
1.3 %

13 positions appear in both funds. Buying equal dollars of IJR and IWP would leave roughly 1.3% of each dollar exposed to the same underlying securities.

IJR unmatched 96.3% Shared 1.3% IWP unmatched 98.5%

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
590 positions
Shared
13 positions
In IWP only
253 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%
IWP

iShares Russell Mid-Cap Growth ETF

iShares · US Mid Cap

87 composite / 100
Expense ratio
0.23%
Net assets
$19.35B
TTM yield
0.40%
Top-10 conc.
19.7%

Sub-score comparison

94
Cost
77
88
Tax efficiency
90
100
Liquidity
100
99
Concentration
86
—
Tracking quality
—
IJR sub-score IWP

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

Cost difference

IJR is 17 bps cheaper than IWP. On a $100,000 position that's about $170/yr more in fees for IWP.

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 IWP.

Top shared holdings

13 shared in total
# Holding In IJR In IWP Overlap
1 FORMFACTOR INC 0.67% 0.34% 0.34%
2 POWELL INDUSTRIES INC 0.44% 0.23% 0.23%
3 CORCEPT THERAPEUTICS INC 0.45% 0.23% 0.23%
4 EVERUS CONSTRUCTION GROUP INC 0.46% 0.20% 0.20%
5 ETSY INC 0.39% 0.10% 0.10%
6 MADISON SQUARE GARDEN SPORTS CORP 0.39% 0.09% 0.09%
7 ARMSTRONG WORLD INDUSTRIES INC 0.37% 0.05% 0.05%
8 IRIDIUM COMMUNICATIONS INC 0.31% 0.04% 0.04%
9 LYFT INC 0.30% 0.02% 0.02%
10 LAZARD INC 0.05% 0.02% 0.02%
11 RINGCENTRAL INC 0.16% 0.01% 0.01%
12 PRIMORIS SERVICES CORP 0.29% 0.01% 0.01%

Only in IJR

590 total
  • VIASAT INC 0.66%
  • 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%
  • ALKERMES PLC 0.47%

Only in IWP

253 total
  • Datadog, Inc. 2.34%
  • Snowflake, Inc. 2.33%
  • Cloudflare, Inc. 2.12%
  • Teradyne, Inc. 2.07%
  • Astera Labs, Inc. 2.02%
  • Simon Property Group, Inc. 1.96%
  • Comfort Systems USA, Inc. 1.89%
  • Robinhood Markets, Inc. 1.75%
  • Lumentum Holdings, Inc. 1.67%
  • Targa Resources Corp. 1.56%

Percentages are holdings overlap with the named fund.

Open IJR or IWP 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.