How much do IALT and IJR overlap with the S&P 500?

By their latest filed holdings, 55% of IALT and 0% of IJR by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.

Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

IALT vs IJR: how they differ

IALT and IJR hold 0% of their weight in the same names.

iShares Systematic Alternatives Active ETF and iShares Core S&P Small-Cap ETF.

What they hold in common

By the books each fund has filed, IALT and IJR hold 0% of their money in the same securities at the same weight.

Largest positions each one holds and the other does not
Only in IALT	Only in IJR
Intercontinental Exchange, Inc. 17.26%	FORMFACTOR INC 0.69%
PRIME SECSRVC BRW/FINANC 1.29%	VIASAT INC 0.68%
PHINIA INC 0.94%	MOLINA HEALTHCARE INC 0.66%
DISH DBS CORP 0.21%	ARGAN INC 0.62%
DISH DBS CORP 0.19%	BRIGHTSPRING HEALTH SERVICES INC 0.61%
DISH DBS CORP 0.10%	ELEMENT SOLUTIONS INC 0.61%
	MAXLINEAR INC 0.60%
	KRYSTAL BIOTECH INC 0.54%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and Jun 30, 2026.

IALT and IJR on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
	IALT iShares Systematic Alternatives Active ETF	IJR iShares Core S&P Small-Cap ETF
Where it sits	Core index fund	Core index fund
Issuer	iShares	iShares
What it is	Systematic Alternatives Active	S&P SmallCap 600
Total return, 1 year	+17.4%	+19.9%
S&P 500 over the same days	+12.1%	+17.5%
Gap to the S&P 500	+5.4 pts	+2.4 pts
Expense ratio	not published	0.06%
Already in the S&P 500	54.9%	0.0%
Holdings	8	603

IALT in plain words

IALT is an index equity fund tracking the Systematic Alternatives Active. By its holdings filed for Apr 30, 2026, 55% of the fund by weight is stocks the S&P 500 also holds, across 8 positions, with the top ten at 100.0%.

IJR in plain words

IJR is an index equity fund tracking the S&P SmallCap 600. Over the year to Sep 11, 2026 it returned +19.9% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.06% a year. By its holdings filed for Jun 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 603 positions, with the top ten at 6.0%. It sat 5.5% below its high of Aug 14, 2026 on Sep 11, 2026.

Questions people ask

How much do IALT and IJR overlap with the S&P 500?: By their latest filed holdings, 55% of IALT and 0% of IJR by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

IALT against IJR, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, IALT against IJR, data as of Sep 12, 2026. https://etfiq.com/compare/any/IALT-IJR Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources