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ETF comparison

IJT vs IWD

US Small Cap vs US Value.

iShares S&P Small-Cap 600 Growth ETF · iShares Russell 1000 Value ETF

Holdings overlap

Weighted by ISIN/CUSIP
0.3 %

25 positions appear in both funds. Buying equal dollars of IJT and IWD would leave roughly 0.3% of each dollar exposed to the same underlying securities.

IJT unmatched 94.9% Shared 0.3% IWD unmatched 99.5%

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 IJT only
322 positions
Shared
25 positions
In IWD only
845 positions

Side by side

IJT

iShares S&P Small-Cap 600 Growth ETF

iShares · US Small Cap

89 composite / 100
Expense ratio
0.18%
Net assets
$7.62B
TTM yield
0.78%
Top-10 conc.
10.9%
IWD

iShares Russell 1000 Value ETF

iShares · US Value

87 composite / 100
Expense ratio
0.18%
Net assets
$80.96B
TTM yield
1.37%
Top-10 conc.
27.8%

Sub-score comparison

82
Cost
82
89
Tax efficiency
88
95
Liquidity
100
99
Concentration
75
—
Tracking quality
—
IJT sub-score IWD

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

Cost difference

Expense ratios are effectively identical (0.18% vs 0.18%).

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 IJT vs IWD.

Top shared holdings

25 shared in total
# Holding In IJT In IWD Overlap
1 Element Solutions, Inc. 0.60% 0.03% 0.03%
2 Ralliant Corp. 0.47% 0.02% 0.02%
3 Qorvo, Inc. 0.51% 0.02% 0.02%
4 Gates Industrial Corp. plc 0.42% 0.02% 0.02%
5 WillScot Holdings Corp. 0.30% 0.01% 0.01%
6 Primoris Services Corp. 0.59% 0.01% 0.01%
7 Armstrong World Industries, Inc. 0.75% 0.01% 0.01%
8 Virtu Financial, Inc. 0.53% 0.01% 0.01%
9 Lyft, Inc. 0.61% 0.01% 0.01%
10 Millrose Properties, Inc. 0.30% 0.01% 0.01%
11 Clearway Energy, Inc. 0.45% 0.01% 0.01%
12 MarketAxess Holdings, Inc. 0.22% 0.01% 0.01%

Only in IJT

322 total
  • FormFactor, Inc. 1.36%
  • Viasat, Inc. 1.33%
  • Argan, Inc. 1.22%
  • BrightSpring Health Services, Inc. 1.21%
  • Krystal Biotech, Inc. 1.07%
  • ESCO Technologies, Inc. 0.99%
  • Alkermes plc 0.96%
  • StoneX Group, Inc. 0.91%
  • Corcept Therapeutics, Inc. 0.91%
  • Powell Industries, Inc. 0.89%

Only in IWD

845 total
  • AMAZON.COM, INC. 5.93%
  • APPLE INC. 5.37%
  • MICROSOFT CORPORATION 3.88%
  • BERKSHIRE HATHAWAY INC. 2.61%
  • JPMORGAN CHASE & CO. 2.45%
  • INTEL CORPORATION 1.72%
  • JOHNSON & JOHNSON 1.71%
  • EXXON MOBIL CORPORATION 1.59%
  • CISCO SYSTEMS, INC. 1.30%
  • WALMART INC. 1.27%

Percentages are holdings overlap with the named fund.

Open IJT or IWD 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.