IWM vs IJR: Holdings Overlap
iShares · 1941 holdings · $82.2B · as of 2026-03-31
IJRiShares Core S&P Small-Cap ETF
iShares · 605 holdings · $113.4B · as of 2026-03-31
How similar are IWM and IJR?
iShares Russell 2000 ETF (IWM, by iShares) holds 1941 positions; iShares Core S&P Small-Cap ETF (IJR, by iShares) holds 605. They have 534 holdings in common, and by portfolio weight the two funds are 42.2% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 42.2%Sum of the smaller weight of each shared holding
- Shared Holdings
- 534IWM holds 1941 · IJR holds 605
- Weight in Shared Holdings
- IWM 42%·IJR 81%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 IWM
1407 of 1941 positions (57.4% of the fund) are not held by IJR. Showing the top 30 by weight.
Only in IJR
71 of 605 positions (17.5% of the fund) are not held by IWM. Showing the top 30 by weight.
Sector Breakdown
| Sector | IWM | IJR |
|---|---|---|
| Industrials | 17.9% | 17.1% |
| Financials | 15.3% | 17.4% |
| Health Care | 16.6% | 11.1% |
| Information Technology | 13.6% | 12.7% |
| Consumer Discretionary | 8.0% | 13.2% |
| Other Sectors | 22.7% | 26.0% |
| Unclassified | 5.5% | 0.9% |
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 (5% of IWM, 1% of IJR).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IWM | +1.8% | +23.0% | +38.6% | +17.1% | +7.5% | +10.8% | 0.88% |
| IJR | +2.4% | +24.5% | +36.4% | +14.5% | +7.7% | +10.9% | 1.10% |
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 IWM vs IJR →
Shared Holdings(534)
The top 10 shared positions account for 6% of the overlap, led by SM, PRIM and VIAV.
 SMSM Energy Co. COM | 0.26% | 0.46% | 0.26% |
|---|---|---|---|
 PRIMPrimoris Services Corp. COM | 0.26% | 0.50% | 0.26% |
 VIAVViavi Solutions Inc COM | 0.26% | 0.50% | 0.26% |
 FORMFormfactor Inc COM | 0.26% | 0.49% | 0.26% |
 AGXArgan Inc COM | 0.25% | 0.49% | 0.25% |
 ESEESCO Technologies Inc. COM | 0.25% | 0.48% | 0.25% |
 SMTCSemtech Corporation COM | 0.24% | 0.46% | 0.24% |
 SANMSanmina Corp COM | 0.24% | 0.46% | 0.24% |
 ZWSZurn Elkay Water Solutions Corporation COM | 0.23% | 0.43% | 0.23% |
 JBTMJBT Marel Corp. COM | 0.23% | 0.43% | 0.23% |
 LUMNLumen Technologies Inc COM | 0.23% | 0.36% | 0.23% |
 DOCNDigitalOcean Holdings Inc COM | 0.22% | 0.44% | 0.22% |
 FSSFederal Signal Corp. COM | 0.22% | 0.43% | 0.22% |
 KRYSKrystal Biotech Inc COM | 0.22% | 0.44% | 0.22% |
 TRNOTerreno Realty Corporation COM | 0.21% | 0.42% | 0.21% |
 NENoble Corporation PLC ORD SHS A | 0.21% | 0.40% | 0.21% |
 EATBrinker International, Inc. COM | 0.21% | 0.41% | 0.21% |
 IBPInstalled Building Products Inc COM | 0.21% | 0.39% | 0.21% |
 PTGXProtagonist Therapeutics Inc COM | 0.21% | 0.40% | 0.21% |
 EPRTEssential Properties Realty Trust Inc. COM | 0.20% | 0.42% | 0.20% |
 GKOSGlaukos Corp. COM | 0.20% | 0.40% | 0.20% |
 AROCArchrock Inc COM | 0.20% | 0.40% | 0.20% |
 SNEXStoneX Group Inc COM | 0.20% | 0.37% | 0.20% |
 JXNJackson Financial, Inc., Class A | 0.24% | 0.20% | 0.20% |
 ALKSAlkermes PLC COM USD0.01 | 0.20% | 0.38% | 0.20% |
Showing the top 250 of 534 shared holdings by overlap weight.
Frequently Asked Questions
How much do IWM and IJR overlap?
IWM and IJR overlap by 42.2% of portfolio weight. They share 534 holdings (IWM holds 1941 positions and IJR holds 605), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWM and IJR?
The two portfolios are 42.2% 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 IWM and IJR?
The largest positions held by both funds are SM, PRIM, VIAV, FORM and AGX. Together the top 10 shared positions account for 6% of the total overlap.
What does IWM own that IJR doesn't?
1407 positions (57.4% of IWM) are unique to IWM, led by BE, CDE and FN. In the other direction, 71 positions (17.5% of IJR) are unique to IJR.