ETF comparison
IJR vs IWS
US Small Cap vs US Mid Cap.
iShares Core S&P Small-Cap ETF · iShares Russell Mid-Cap Value ETF
Holdings overlap
53 positions appear in both funds. Buying equal dollars of IJR and IWS would leave roughly 2.5% of each dollar exposed to the same underlying securities.
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.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
IJR is 17 bps cheaper than IWS. On a $100,000 position that's about $170/yr more in fees for IWS.
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 IWS.
Top shared holdings
53 shared in total| # | Holding | In IJR | In IWS | Overlap |
|---|---|---|---|---|
| 1 | MOLINA HEALTHCARE INC | 0.64% | 0.12% | 0.12% |
| 2 | ELEMENT SOLUTIONS INC | 0.59% | 0.11% | 0.11% |
| 3 | MATCH GROUP INC | 0.48% | 0.09% | 0.09% |
| 4 | RALLIANT CORP | 0.45% | 0.08% | 0.08% |
| 5 | QORVO INC | 0.40% | 0.08% | 0.08% |
| 6 | EASTMAN CHEMICAL COMPANY | 0.41% | 0.07% | 0.07% |
| 7 | CARMAX INC | 0.41% | 0.07% | 0.07% |
| 8 | GATES INDUSTRIAL CORP PLC | 0.38% | 0.07% | 0.07% |
| 9 | POOL CORP | 0.37% | 0.07% | 0.07% |
| 10 | LKQ CORP | 0.36% | 0.07% | 0.07% |
| 11 | CONAGRA BRANDS INC | 0.34% | 0.06% | 0.06% |
| 12 | ENPHASE ENERGY INC | 0.35% | 0.06% | 0.06% |
Only in IJR
550 total- FORMFACTOR INC 0.67%
- 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%
- CORCEPT THERAPEUTICS INC 0.45%
Only in IWS
667 total- WARNER BROS. DISCOVERY INC 0.63%
- PHILLIPS 66 0.62%
- DIGITAL REALTY TRUST INC 0.62%
- KINDER MORGAN INC 0.61%
- ALLSTATE CORP (THE) 0.60%
- HEWLETT PACKARD ENTERPRISE COMPANY 0.59%
- FLEX LTD 0.58%
- REALTY INCOME CORP 0.57%
- DELTA AIR LINES INC 0.56%
- CORTEVA INC 0.56%
Related comparisons
More comparisons with IJR
- IJR vs IWV · iShares Russell 3000 ETF 2.5%
- IJR vs VTI · Vanguard Morningstar Total Stock Market ETF 2.5%
- IJR vs FNDX · Schwab Fundamental U.S. Large Company ETF 2.4%
- IJR vs SCHB · Schwab U.S. Broad Market ETF 2.3%
- IJR vs VTHR · Vanguard Russell 3000 Index Fund ETF Shares 2.3%
- IJR vs SDY · State Street SPDR S&P Dividend ETF 2.3%
More comparisons with IWS
- IWS vs IWM · iShares Russell 2000 ETF 0.0%
- IWS vs IWR · iShares Russell Mid-Cap ETF 76.3%
- IWS vs VO · Vanguard Morningstar Mid-Cap ETF 52.6%
- IWS vs VB · Vanguard Morningstar Small-Cap ETF 45.2%
- IWS vs SCHM · Schwab U.S. Mid-Cap ETF 36.7%
- IWS vs BBMC · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 31.6%
Percentages are holdings overlap with the named fund.
Open IJR or IWS 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.