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ETF comparison

IJR vs IWV

US Small Cap vs US Total Market.

iShares Core S&P Small-Cap ETF · iShares Russell 3000 ETF

Holdings overlap

Weighted by ISIN/CUSIP
2.5 %

598 positions appear in both funds. Buying equal dollars of IJR and IWV would leave roughly 2.5% of each dollar exposed to the same underlying securities.

IJR unmatched 95.2% Shared 2.5% IWV unmatched 97.4%

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
5 positions
Shared
598 positions
In IWV only
1,992 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%
IWV

iShares Russell 3000 ETF

iShares · US Total Market

85 composite / 100
Expense ratio
0.20%
Net assets
$20.28B
TTM yield
0.88%
Top-10 conc.
32.0%

Sub-score comparison

94
Cost
80
88
Tax efficiency
89
100
Liquidity
100
99
Concentration
69
—
Tracking quality
—
IJR sub-score IWV

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

Cost difference

IJR is 14 bps cheaper than IWV. On a $100,000 position that's about $140/yr more in fees for IWV.

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 IWV.

Top shared holdings

598 shared in total
# Holding In IJR In IWV Overlap
1 MOLINA HEALTHCARE INC 0.64% 0.02% 0.02%
2 FORMFACTOR INC 0.67% 0.02% 0.02%
3 BRIGHTSPRING HEALTH SERVICES INC 0.60% 0.02% 0.02%
4 ARGAN INC 0.60% 0.01% 0.01%
5 ELEMENT SOLUTIONS INC 0.59% 0.01% 0.01%
6 VIASAT INC 0.66% 0.01% 0.01%
7 MAXLINEAR INC 0.58% 0.01% 0.01%
8 KRYSTAL BIOTECH INC 0.53% 0.01% 0.01%
9 MATCH GROUP INC 0.48% 0.01% 0.01%
10 STONEX GROUP INC 0.46% 0.01% 0.01%
11 ESCO TECHNOLOGIES INC 0.49% 0.01% 0.01%
12 ENPRO INC 0.43% 0.01% 0.01%

Only in IJR

5 total
  • BRADY CORP 0.22%
  • SOLAREDGE TECHNOLOGIES INC 0.19%
  • EZCORP INC 0.11%
  • SELECT MEDICAL HOLDINGS CORP 0.10%
  • TOOTSIE ROLL INDUSTRIES INC 0.04%

Only in IWV

1,992 total
  • NVIDIA CORP 6.43%
  • APPLE INC 5.76%
  • MICROSOFT CORP 3.82%
  • AMAZON.COM INC 3.19%
  • ALPHABET INC 2.87%
  • BROADCOM INC 2.42%
  • ALPHABET INC 2.31%
  • MICRON TECHNOLOGY INC 1.79%
  • META PLATFORMS INC 1.71%
  • TESLA INC 1.69%

Percentages are holdings overlap with the named fund.

Open IJR or IWV 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.