IJS vs IWO: Holdings Overlap
IJSiShares S&P Small-Cap 600 Value ETF
iShares · 458 holdings · $8.4B · as of 2026-03-31
IWOiShares Russell 2000 Growth ETF
iShares · 1101 holdings · $14.8B · as of 2026-03-31
How similar are IJS and IWO?
iShares S&P Small-Cap 600 Value ETF (IJS, by iShares) holds 458 positions; iShares Russell 2000 Growth ETF (IWO, by iShares) holds 1101. They have 180 holdings in common, and by portfolio weight the two funds are 15.3% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 15.3%Sum of the smaller weight of each shared holding
- Shared Holdings
- 180IJS holds 458 · IWO holds 1101
- Weight in Shared Holdings
- IJS 31%·IWO 18%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
278 of 458 positions (67.7% of the fund) are not held by IWO. Showing the top 30 by weight.
Only in IWO
921 of 1101 positions (82.2% of the fund) are not held by IJS. Showing the top 30 by weight.
Sector Breakdown
| Sector | IJS | IWO |
|---|---|---|
| Industrials | 12.4% | 23.7% |
| Health Care | 7.2% | 23.1% |
| Financials | 20.6% | 8.6% |
| Information Technology | 9.8% | 19.0% |
| Consumer Discretionary | 15.4% | 7.3% |
| Other Sectors | 32.1% | 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 IJS, 4% of IWO).
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% |
| 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 IJS vs IWO →
Shared Holdings(180)
The top 10 shared positions account for 19% of the overlap, led by LUMN, PLXS and PIPR.
 LUMNLumen Technologies Inc COM | 0.46% | 0.39% | 0.39% |
|---|---|---|---|
 PLXSPlexus Corp COM | 0.39% | 0.34% | 0.34% |
 PIPRPiper Sandler Companies COM NEW | 0.31% | 0.36% | 0.31% |
 BCPCBalchem Corp COM | 0.29% | 0.37% | 0.29% |
 SKYChampion Homes Inc. COM | 0.29% | 0.28% | 0.28% |
 SMTCSemtech Corporation COM | 0.27% | 0.48% | 0.27% |
 LRNStride Inc COM | 0.48% | 0.25% | 0.25% |
 GKOSGlaukos Corp. COM | 0.25% | 0.40% | 0.25% |
 PATKPatrick Industries Inc. COM | 0.26% | 0.24% | 0.24% |
 SFBSServisFirst Bancshares Inc. COM | 0.24% | 0.25% | 0.24% |
 CSWCSW Industrials Inc. COM | 0.23% | 0.28% | 0.23% |
 CCThe Chemours Company LLC COM | 0.43% | 0.22% | 0.22% |
 KAIKadant Inc COM | 0.22% | 0.23% | 0.22% |
 MCMoelis & Co., Class A | 0.21% | 0.25% | 0.21% |
 KTBKontoor Brands Inc COM | 0.21% | 0.21% | 0.21% |
 FELEFranklin Electric Co Inc COM | 0.20% | 0.24% | 0.20% |
 ITGRInteger Holdings Corp. COM | 0.40% | 0.20% | 0.20% |
 MMSIMerit Medical Systems Inc. COM | 0.19% | 0.25% | 0.19% |
 MWAMueller Water Products, Inc. COM SER A | 0.19% | 0.29% | 0.19% |
 POWIPower Integrations Inc. COM | 0.37% | 0.19% | 0.19% |
 BGCBGC Group, Inc., Class A | 0.19% | 0.24% | 0.19% |
 OIIOceaneering International, Inc. COM | 0.19% | 0.21% | 0.19% |
 ACIWACI Worldwide Inc COM | 0.19% | 0.28% | 0.19% |
 RDNTRadnet Inc COM | 0.18% | 0.21% | 0.18% |
 CARGCargurus, Inc., Class A | 0.18% | 0.18% | 0.18% |
Frequently Asked Questions
How much do IJS and IWO overlap?
IJS and IWO overlap by 15.3% of portfolio weight. They share 180 holdings (IJS holds 458 positions and IWO holds 1101), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IJS and IWO?
The two portfolios are 15.3% 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 IWO?
The largest positions held by both funds are LUMN, PLXS, PIPR, BCPC and SKY. Together the top 10 shared positions account for 19% of the total overlap.
What does IJS own that IWO doesn't?
278 positions (67.7% of IJS) are unique to IJS, led by EMN, LKQ and MTCH. In the other direction, 921 positions (82.2% of IWO) are unique to IWO.