IJS vs IWM: Holdings Overlap
IJSiShares S&P Small-Cap 600 Value ETF
iShares · 458 holdings · $8.4B · as of 2026-03-31
iShares · 1941 holdings · $82.2B · as of 2026-03-31
How similar are IJS and IWM?
iShares S&P Small-Cap 600 Value ETF (IJS, by iShares) holds 458 positions; iShares Russell 2000 ETF (IWM, by iShares) holds 1941. They have 400 holdings in common, and by portfolio weight the two funds are 28.1% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 28.1%Sum of the smaller weight of each shared holding
- Shared Holdings
- 400IJS holds 458 · IWM holds 1941
- Weight in Shared Holdings
- IJS 76%·IWM 28%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 IJS
58 of 458 positions (22.1% of the fund) are not held by IWM. Showing the top 30 by weight.
Sector Breakdown
| Sector | IJS | IWM |
|---|---|---|
| Financials | 20.6% | 15.3% |
| Industrials | 12.4% | 17.9% |
| Health Care | 7.2% | 16.6% |
| Consumer Discretionary | 15.4% | 8.0% |
| Information Technology | 9.8% | 13.6% |
| Other Sectors | 32.1% | 22.7% |
| Unclassified | 0.9% | 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 (1% of IJS, 5% of IWM).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IJS | +3.6% | +23.1% | +39.5% | +13.6% | +8.2% | +10.2% | 1.29% |
| 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 IJS vs IWM →
Shared Holdings(400)
The top 10 shared positions account for 8% of the overlap, led by SM, SMTC and JXN.
 SMSM Energy Co. COM | 0.91% | 0.26% | 0.26% |
|---|---|---|---|
 SMTCSemtech Corporation COM | 0.27% | 0.24% | 0.24% |
 JXNJackson Financial, Inc., Class A | 0.66% | 0.24% | 0.24% |
 LUMNLumen Technologies Inc COM | 0.46% | 0.23% | 0.23% |
 TRNOTerreno Realty Corporation COM | 0.25% | 0.21% | 0.21% |
 NENoble Corporation PLC ORD SHS A | 0.37% | 0.21% | 0.21% |
 EPRTEssential Properties Realty Trust Inc. COM | 0.27% | 0.20% | 0.20% |
 GKOSGlaukos Corp. COM | 0.25% | 0.20% | 0.20% |
 MGYMagnolia Oil & Gas Corporation CL A | 0.74% | 0.19% | 0.19% |
 BCPCBalchem Corp COM | 0.29% | 0.19% | 0.19% |
 PLXSPlexus Corp COM | 0.39% | 0.18% | 0.18% |
 PIPRPiper Sandler Companies COM NEW | 0.31% | 0.18% | 0.18% |
 CNRCore Natural Resources Inc. COM SHS | 0.69% | 0.18% | 0.18% |
 ACAArcosa Inc COM | 0.24% | 0.18% | 0.18% |
 CRCCalifornia Resources Corporation COM STOCK | 0.70% | 0.17% | 0.17% |
 ABCBAmeris Bancorp COM | 0.28% | 0.17% | 0.17% |
 MATXMatson Inc COM | 0.66% | 0.17% | 0.17% |
 AUBAtlantic Union Bankshares Corp COM | 0.65% | 0.17% | 0.17% |
 MACThe Macerich Company COM | 0.30% | 0.17% | 0.17% |
 HCCWarrior Met Coal Inc COM | 0.36% | 0.17% | 0.17% |
 PECOPhillips Edison & Co Inc COMMON STOCK | 0.25% | 0.16% | 0.16% |
 HASIHannon Armstrong Sustainable Infrastructure Capital, Inc. | 0.34% | 0.16% | 0.16% |
 LBRTLiberty Energy, Inc., Class A | 0.60% | 0.15% | 0.15% |
 RDNRadian Group Inc. COM | 0.29% | 0.15% | 0.15% |
 REZIResideo Technologies Inc COM | 0.26% | 0.15% | 0.15% |
Showing the top 250 of 400 shared holdings by overlap weight.
Frequently Asked Questions
How much do IJS and IWM overlap?
IJS and IWM overlap by 28.1% of portfolio weight. They share 400 holdings (IJS holds 458 positions and IWM holds 1941), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IJS and IWM?
The two portfolios are 28.1% 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 IJS and IWM?
The largest positions held by both funds are SM, SMTC, JXN, LUMN and TRNO. Together the top 10 shared positions account for 8% of the total overlap.
What does IJS own that IWM doesn't?
58 positions (22.1% of IJS) are unique to IJS, led by EMN, LKQ and MTCH. In the other direction, 1541 positions (71.5% of IWM) are unique to IWM.