IJR vs IWO: Holdings Overlap
IJRiShares Core S&P Small-Cap ETF
iShares · 605 holdings · $113.4B · as of 2026-03-31
IWOiShares Russell 2000 Growth ETF
iShares · 1101 holdings · $14.8B · as of 2026-03-31
How similar are IJR and IWO?
iShares Core S&P Small-Cap ETF (IJR, by iShares) holds 605 positions; iShares Russell 2000 Growth ETF (IWO, by iShares) holds 1101. They have 292 holdings in common, and by portfolio weight the two funds are 38.4% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 38.4%Sum of the smaller weight of each shared holding
- Shared Holdings
- 292IJR holds 605 · IWO holds 1101
- Weight in Shared Holdings
- IJR 50%·IWO 39%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 IJR
313 of 605 positions (48.4% of the fund) are not held by IWO. Showing the top 30 by weight.
Only in IWO
809 of 1101 positions (60.5% of the fund) are not held by IJR. Showing the top 30 by weight.
Sector Breakdown
| Sector | IJR | IWO |
|---|---|---|
| Industrials | 17.1% | 23.7% |
| Health Care | 11.1% | 23.1% |
| Information Technology | 12.7% | 19.0% |
| Financials | 17.4% | 8.6% |
| Consumer Discretionary | 13.2% | 7.3% |
| Other Sectors | 26.0% | 14.1% |
| Unclassified | 0.9% | 4.0% |
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 (1% of IJR, 4% of IWO).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IJR | +2.4% | +24.5% | +36.4% | +14.5% | +7.7% | +10.9% | 1.10% |
| IWO | +1.2% | +21.0% | +34.7% | +17.5% | +5.9% | +11.0% | 0.42% |
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 IJR vs IWO →
Shared Holdings(292)
The top 10 shared positions account for 12% of the overlap, led by VIAV, AGX and PRIM.
 VIAVViavi Solutions Inc COM | 0.50% | 0.51% | 0.50% |
|---|---|---|---|
 AGXArgan Inc COM | 0.49% | 0.49% | 0.49% |
 PRIMPrimoris Services Corp. COM | 0.50% | 0.49% | 0.49% |
 ESEESCO Technologies Inc. COM | 0.48% | 0.49% | 0.48% |
 SMTCSemtech Corporation COM | 0.46% | 0.48% | 0.46% |
 DOCNDigitalOcean Holdings Inc COM | 0.44% | 0.44% | 0.44% |
 ZWSZurn Elkay Water Solutions Corporation COM | 0.43% | 0.45% | 0.43% |
 FSSFederal Signal Corp. COM | 0.43% | 0.44% | 0.43% |
 KRYSKrystal Biotech Inc COM | 0.44% | 0.43% | 0.43% |
 EATBrinker International, Inc. COM | 0.41% | 0.42% | 0.41% |
 PTGXProtagonist Therapeutics Inc COM | 0.40% | 0.41% | 0.40% |
 GKOSGlaukos Corp. COM | 0.40% | 0.40% | 0.40% |
 AROCArchrock Inc COM | 0.40% | 0.40% | 0.40% |
 IBPInstalled Building Products Inc COM | 0.39% | 0.41% | 0.39% |
 RHPRyman Hospitality Properties Inc COM | 0.38% | 0.38% | 0.38% |
 FORMFormfactor Inc COM | 0.49% | 0.38% | 0.38% |
 SNEXStoneX Group Inc COM | 0.37% | 0.40% | 0.37% |
 BTSGBrightSpring Health Services Inc. COM | 0.37% | 0.37% | 0.37% |
 BCPCBalchem Corp COM | 0.36% | 0.37% | 0.36% |
 LUMNLumen Technologies Inc COM | 0.36% | 0.39% | 0.36% |
 PIPRPiper Sandler Companies COM NEW | 0.34% | 0.36% | 0.34% |
 PLXSPlexus Corp COM | 0.35% | 0.34% | 0.34% |
 POWLPowell Industries Inc. COM | 0.33% | 0.35% | 0.33% |
 CWSTCasella Waste Systems, Inc., Class A | 0.32% | 0.34% | 0.32% |
 KGSKodiak Gas Services Inc. COM | 0.32% | 0.33% | 0.32% |
Showing the top 250 of 292 shared holdings by overlap weight.
Frequently Asked Questions
How much do IJR and IWO overlap?
IJR and IWO overlap by 38.4% of portfolio weight. They share 292 holdings (IJR holds 605 positions and IWO holds 1101), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IJR and IWO?
The two portfolios are 38.4% identical by weight. Owning both is defensible: they share a meaningful core, but each fund adds exposure the other lacks.
What are the biggest shared holdings of IJR and IWO?
The largest positions held by both funds are VIAV, AGX, PRIM, ESE and SMTC. Together the top 10 shared positions account for 12% of the total overlap.
What does IJR own that IWO doesn't?
313 positions (48.4% of IJR) are unique to IJR, led by EMN, ESI and LKQ. In the other direction, 809 positions (60.5% of IWO) are unique to IWO.