IJR vs IWM ETF holdings comparison
iShares Core S&P Small-Cap ETF (IJR) · iShares Russell 2000 ETF (IWM)
IJR and IWM overlap by 44.5% by portfolio weight. The remaining 55.5 percentage points are not counted as shared holdings weight by this calculation. They share 531 stocks; the largest shared position is ViaSat, Inc. (VSAT), contributing 0.35% to the overlap.
The holdings dates differ. This can slightly understate overlap for funds tracking similar indexes.
What this means
IJR and IWM share a material portion of their portfolio weight in the same underlying stocks. OverlapCheck labels this "moderate holdings overlap" using house ranges of 70% or more, 30% to under 70%, and under 30%. These descriptive ranges are not industry standards or investment guidance. Holdings overlap does not measure correlation, volatility, geographic or factor exposure, fees, or suitability.
Overlap by weight sums the smaller of the two funds' weights for every stock they both hold. It answers "how much of my money is in the same stocks either way?" See methodology.
This comparison covers normalized equity positions represented in the dataset. Cash, derivatives, options, structured notes, and other non-equity assets are not included, so the result is not a complete comparison of every asset or risk in either fund.
Top shared holdings
| Company | Ticker | in IJR | in IWM |
|---|---|---|---|
| ViaSat, Inc. | VSAT | 0.41% | 0.35% |
| BRIGHTSPRING HEALTH SERVICES INC | BTSG | 0.37% | 0.35% |
| Argan Inc | AGX | 0.49% | 0.34% |
| Krystal Biotech Inc | KRYS | 0.44% | 0.30% |
| ESCO Technologies Inc. | ESE | 0.48% | 0.29% |
| Alkermes PLC | ALKS | 0.38% | 0.27% |
| StoneX Group Inc | SNEX | 0.37% | 0.27% |
| Plexus Corp | PLXS | 0.35% | 0.25% |
| Enpro Inc | NPO | 0.34% | 0.25% |
| Ryman Hospitality Properties Inc | RHP | 0.38% | 0.25% |
Holdings only in IJR or IWM
IJR has 72 fund-only positions representing approximately 19.9 percentage points of reported exposure; IWM has 1455 fund-only positions representing approximately 54.7 percentage points of reported exposure. These are positions whose normalized security identifiers appear in one issuer file but not the other.
Largest positions only in IJR
| Company | Ticker | Weight |
|---|---|---|
| Eastman Chemical Company | EMN | 0.57% |
| Element Solutions Inc | ESI | 0.51% |
| Primoris Services Corp. | PRIM | 0.50% |
| Viavi Solutions Inc | VIAV | 0.50% |
| Formfactor Inc | FORM | 0.49% |
| LKQ Corporation | LKQ | 0.49% |
| Match Group Inc | MTCH | 0.47% |
| Celanese Corporation | CE | 0.47% |
| Semtech Corporation | SMTC | 0.46% |
| Armstrong World Industries, Inc. | AWI | 0.46% |
Largest positions only in IWM
| Company | Ticker | Weight |
|---|---|---|
| Moog, Inc. | MOG.A | 0.38% |
| Hut 8 Corp. | HUT | 0.37% |
| Cytokinetics, Inc. | CYTK | 0.35% |
| UMB Financial Corp. | UMBF | 0.33% |
| JFrog Ltd. | FROG | 0.31% |
| Riot Platforms, Inc. | RIOT | 0.30% |
| CareTrust REIT, Inc. | CTRE | 0.28% |
| Old National Bancorp | ONB | 0.28% |
| FirstCash Holdings, Inc. | FCFS | 0.28% |
| Compass, Inc. | COMP | 0.27% |
FAQ
How much do IJR and IWM overlap?
IJR and IWM have 44.5% overlap by weight, sharing 531 equity positions (out of 603 in IJR and 1986 in IWM). The official holdings files used are dated 2026-03-31 for IJR and 2026-06-30 for IWM.
What does 44.5% overlap mean?
IJR and IWM share a material portion of their portfolio weight in the same underlying stocks. OverlapCheck labels this "moderate holdings overlap" using house ranges of 70% or more, 30% to under 70%, and under 30%. These descriptive ranges are not industry standards or investment guidance. Holdings overlap does not measure correlation, volatility, geographic or factor exposure, fees, or suitability.
Which stocks do IJR and IWM both hold?
The largest shared positions are ViaSat, Inc., BRIGHTSPRING HEALTH SERVICES INC, Argan Inc, Krystal Biotech Inc, ESCO Technologies Inc.. The top shared holdings with weights in each fund are shown on this page.
What holdings are different between IJR and IWM?
IJR has 72 positions not found in IWM, while IWM has 1455 positions not found in IJR. The largest fund-only positions and their weights are shown on this page.