IJJ vs IWM: Holdings Overlap
IJJiShares S&P Mid-Cap 400 Value ETF
iShares · 301 holdings · $9.0B · as of 2026-03-31
iShares · 1941 holdings · $82.2B · as of 2026-03-31
How similar are IJJ and IWM?
iShares S&P Mid-Cap 400 Value ETF (IJJ, by iShares) holds 301 positions; iShares Russell 2000 ETF (IWM, by iShares) holds 1941. They have 61 holdings in common, and by portfolio weight the two funds are 9.5% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 9.5%Sum of the smaller weight of each shared holding
- Shared Holdings
- 61IJJ holds 301 · IWM holds 1941
- Weight in Shared Holdings
- IJJ 15%·IWM 10%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in IJJ
240 of 301 positions (84.6% of the fund) are not held by IWM. Showing the top 30 by weight.
Only in IWM
1880 of 1941 positions (89.5% of the fund) are not held by IJJ. Showing the top 30 by weight.
Sector Breakdown
| Sector | IJJ | IWM |
|---|---|---|
| Financials | 22.4% | 15.3% |
| Industrials | 19.0% | 17.9% |
| Health Care | 3.2% | 16.6% |
| Information Technology | 7.0% | 13.6% |
| Consumer Discretionary | 12.4% | 8.0% |
| Other Sectors | 35.1% | 22.7% |
| Unclassified | 0.0% | 5.5% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts. “Unclassified” is weight we could not classify (0% of IJJ, 5% of IWM).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IJJ | +3.0% | +15.1% | +23.8% | +12.8% | +9.2% | +10.5% | 1.56% |
| IWM | +1.8% | +23.0% | +38.6% | +17.1% | +7.5% | +10.8% | 0.88% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in IJJ vs IWM →
Shared Holdings(61)
The top 10 shared positions account for 26% of the overlap, led by NXT, UMBF and ONB.
 NXTNextpower, Inc., Class A | 0.40% | 0.60% | 0.40% |
|---|---|---|---|
 UMBFUMB Financial Corp. | 0.51% | 0.28% | 0.28% |
 ONBOld National Bancorp | 0.49% | 0.26% | 0.26% |
 FLRFluor Corp. | 0.48% | 0.26% | 0.26% |
 CYTKCytokinetics, Inc. | 0.24% | 0.27% | 0.24% |
 CMCCommercial Metals Co. | 0.43% | 0.23% | 0.23% |
 TEXTerex Corp. | 0.43% | 0.23% | 0.23% |
 AHRAmerican Healthcare REIT, Inc. | 0.21% | 0.29% | 0.21% |
 SLABSilicon Laboratories, Inc. | 0.21% | 0.23% | 0.21% |
 VLYValley National Bancorp | 0.37% | 0.20% | 0.20% |
 PORPortland General Electric Co. | 0.38% | 0.20% | 0.20% |
 SWXSouthwest Gas Holdings, Inc. | 0.36% | 0.20% | 0.20% |
 TXNMTXNM Energy, Inc. | 0.22% | 0.20% | 0.20% |
 UBSIUnited Bankshares, Inc. | 0.37% | 0.20% | 0.20% |
 GBCIGlacier Bancorp, Inc. | 0.37% | 0.19% | 0.19% |
 MURMurphy Oil Corp. | 0.35% | 0.19% | 0.19% |
| Taylor Morrison Home Corp. | 0.36% | 0.19% | 0.19% |
 NJRNew Jersey Resources Corp. | 0.35% | 0.19% | 0.19% |
 ESNTEssent Group Ltd. | 0.21% | 0.18% | 0.18% |
 HWCHancock Whitney Corp. | 0.33% | 0.18% | 0.18% |
 KRGKite Realty Group Trust | 0.34% | 0.18% | 0.18% |
 UFPIUFP Industries, Inc. | 0.34% | 0.18% | 0.18% |
 CNXCNX Resources Corp. | 0.35% | 0.18% | 0.18% |
 SRSpire, Inc. | 0.19% | 0.18% | 0.18% |
 BKHBlack Hills Corp. | 0.33% | 0.18% | 0.18% |
Frequently Asked Questions
How much do IJJ and IWM overlap?
IJJ and IWM overlap by 9.5% of portfolio weight. They share 61 holdings (IJJ holds 301 positions and IWM holds 1941), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IJJ and IWM?
The two portfolios are 9.5% identical by weight. Owning both is not redundant. Most of each portfolio is distinct, so the funds can serve different roles.
What are the biggest shared holdings of IJJ and IWM?
The largest positions held by both funds are NXT, UMBF, ONB, FLR and CYTK. Together the top 10 shared positions account for 26% of the total overlap.
What does IJJ own that IWM doesn't?
240 positions (84.6% of IJJ) are unique to IJJ, led by USFD, AA and OVV. In the other direction, 1880 positions (89.5% of IWM) are unique to IWM.