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ETF comparison

IJR vs IWR

US Small Cap vs US Mid Cap.

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

Holdings overlap

Weighted by ISIN/CUSIP
2.2 %

56 positions appear in both funds. Buying equal dollars of IJR and IWR would leave roughly 2.2% of each dollar exposed to the same underlying securities.

IJR unmatched 95.5% Shared 2.2% IWR unmatched 97.6%

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
547 positions
Shared
56 positions
In IWR only
768 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%
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

94
Cost
82
88
Tax efficiency
88
100
Liquidity
100
99
Concentration
100
—
Tracking quality
—
IJR sub-score IWR

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

Cost difference

IJR is 12 bps cheaper than IWR. On a $100,000 position that's about $120/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 IJR vs IWR.

Top shared holdings

56 shared in total
# Holding In IJR In IWR Overlap
1 FORMFACTOR INC 0.67% 0.09% 0.09%
2 MOLINA HEALTHCARE INC 0.64% 0.08% 0.08%
3 ELEMENT SOLUTIONS INC 0.59% 0.08% 0.08%
4 MATCH GROUP INC 0.48% 0.06% 0.06%
5 EVERUS CONSTRUCTION GROUP INC 0.46% 0.06% 0.06%
6 RALLIANT CORP 0.45% 0.06% 0.06%
7 CORCEPT THERAPEUTICS INC 0.45% 0.06% 0.06%
8 POWELL INDUSTRIES INC 0.44% 0.06% 0.06%
9 QORVO INC 0.40% 0.06% 0.06%
10 EASTMAN CHEMICAL COMPANY 0.41% 0.05% 0.05%
11 CARMAX INC 0.41% 0.05% 0.05%
12 ETSY INC 0.39% 0.05% 0.05%

Only in IJR

547 total
  • VIASAT INC 0.66%
  • ARGAN INC 0.60%
  • BRIGHTSPRING HEALTH SERVICES INC 0.60%
  • MAXLINEAR INC 0.58%
  • KRYSTAL BIOTECH INC 0.53%
  • ESCO TECHNOLOGIES INC 0.49%
  • ALKERMES PLC 0.47%
  • STONEX GROUP INC 0.46%
  • GLAUKOS CORP 0.44%
  • RYMAN HOSPITALITY PROPERTIES INC 0.44%

Only in IWR

768 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 IJR 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.