IJK vs IWR: Differences, Returns & Fees
IJK and IWR hold 15% of their weight in the same names. Net assets on Oct 20, 2026: $10.5bn for iShares S&P Mid-Cap 400 Growth ETF and $57.0bn for iShares Russell Mid-Cap ETF.
IJK costs 0.02 points a year less; their one-year returns differ by 0.2 points; IWR is 5.4 times larger.
| IJK | IWR | |
|---|---|---|
| Expense ratio | 0.16% | 0.18% |
| Net assets | $10.5bn | $57.0bn |
| Total return, 1 year | +14.9% | +15.1% |
| What it tracks | S&P MidCap 400 Growth Index | Russell Midcap Index |
| Holdings in common | 15% | |
| Top ten holdings, share of the fund | 13.5% | 6.8% |
| Below its high | 8.1%, high on Aug 17, 2026 | 4.3%, high on Aug 14, 2026 |
Holdings in common uses holdings dated Oct 19, 2026.
IJK and IWR are built for the same job. How do they differ in cost, holdings and results?
- What each follows. IJK follows S&P MidCap 400 Growth Index and IWR follows Russell Midcap Index.
- Holdings in common. 15% of the weight is in the same securities (holdings dated Oct 19, 2026).
- Number of holdings. IJK holds 250 positions and IWR holds 825.
Data as of Oct 20, 2026. The differences are picked by a fixed rule, in a fixed order; the PDF prints it. Page 2 has the returns, overlap, risks and sources.
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What they hold in common
By the books each fund has filed, IJK and IWR hold 15% of their money in the same securities at the same weight. Holdings dated Oct 19, 2026.
half
15% in common
On the same fields
IJK and IWR on the fields both publish, as of Oct 20, 2026. Source: ETFIQ.
About IJK
IJK tracks an index. Over the year to Oct 20, 2026 it returned +14.9% with distributions reinvested, against +14.9% for its benchmark, the S&P MidCap 400 Growth Index. The prospectus expense ratio is 0.16% a year. By its holdings published by its issuer for Oct 19, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 250 positions, with the top ten at 13.5%. It sat 8.1% below its high of Aug 17, 2026 on Oct 20, 2026.
About IWR
IWR tracks an index. The prospectus expense ratio is 0.18% a year. By its holdings published by its issuer for Oct 19, 2026, 62% of the fund by weight is stocks the S&P 500 also holds, across 825 positions, with the top ten at 6.8%. It sat 4.3% below its high of Aug 14, 2026 on Oct 20, 2026.
Over the year to Oct 20, 2026 it returned +15.1% with distributions reinvested, against +15.0% for its benchmark, the Russell 3000 Index.
Questions people ask
- Which returned more over the last year, IJK or IWR?
- In the year to Oct 20, 2026, with distributions reinvested, IJK returned +14.9% and IWR +15.1%.
- Which is cheaper, IJK or IWR?
- IJK is cheaper, by 0.02 percentage points a year. That is about $2 on $10,000 held for a year. Fees come from each fund's prospectus.
ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
Cite this pageCitation, APA and Markdown
ETFIQ, IJK against IWR, data as of Oct 20, 2026. https://etfiq.com/compare/any/ijk-vs-iwr
ETFIQ. (Oct 20, 2026). IJK against IWR. Retrieved from https://etfiq.com/compare/any/ijk-vs-iwr
[IJK against IWR (ETFIQ, Oct 20, 2026)](https://etfiq.com/compare/any/ijk-vs-iwr)
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