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ETF comparison

IJR vs SPSM

Both US Small Cap.

iShares Core S&P Small-Cap ETF · State Street SPDR Portfolio S&P 600 Small Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
97.6 %

601 positions appear in both funds. Buying equal dollars of IJR and SPSM would leave roughly 97.6% of each dollar exposed to the same underlying securities.

IJR unmatched 0.0% Shared 97.6% SPSM unmatched 2.1%

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
2 positions
Shared
601 positions
In SPSM only
3 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%
SPSM

State Street SPDR Portfolio S&P 600 Small Cap ETF

State Street · US Small Cap

96 composite / 100
Expense ratio
0.030%
Net assets
$15.66B
TTM yield
1.53%
Top-10 conc.
5.9%

Sub-score comparison

94
Cost
97
88
Tax efficiency
87
100
Liquidity
100
99
Concentration
100
—
Tracking quality
—
IJR sub-score SPSM

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

Cost difference

SPSM is 3 bps cheaper than IJR. On a $100,000 position that's about $30/yr more in fees for IJR.

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 SPSM.

Top shared holdings

601 shared in total
# Holding In IJR In SPSM Overlap
1 FORMFACTOR INC 0.67% 0.68% 0.67%
2 VIASAT INC 0.66% 0.66% 0.66%
3 MOLINA HEALTHCARE INC 0.64% 0.65% 0.64%
4 ARGAN INC 0.60% 0.60% 0.60%
5 BRIGHTSPRING HEALTH SERVICES INC 0.60% 0.60% 0.60%
6 ELEMENT SOLUTIONS INC 0.59% 0.59% 0.59%
7 MAXLINEAR INC 0.58% 0.58% 0.58%
8 KRYSTAL BIOTECH INC 0.53% 0.53% 0.53%
9 ESCO TECHNOLOGIES INC 0.49% 0.49% 0.49%
10 MATCH GROUP INC 0.48% 0.48% 0.48%
11 ALKERMES PLC 0.47% 0.47% 0.47%
12 EVERUS CONSTRUCTION GROUP INC 0.46% 0.46% 0.46%

Only in IJR

2 total
  • OMNIAB INC 0.00%
  • OMNIAB INC 0.00%

Only in SPSM

3 total
  • F&G Annuities & Life Inc 0.05%
  • CONTRA APELLIS PHARMAC 0.00%
  • Tobira Therapeutics Inc 0.00%

Percentages are holdings overlap with the named fund.

Open IJR or SPSM 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.