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Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

IJR vs IWC: how they differ

IJR and IWC hold 2% of their weight in the same names, and IWC returned more over the year.

iShares Core S&P Small-Cap ETF and iShares Micro-Cap ETF.

What they hold in common

By the books each fund has filed, IJR and IWC hold 2% of their money in the same securities at the same weight.

Positions IJR and IWC both hold, largest shared weight first
HoldingIJRIWC
PENGUIN SOLUTIONS INC0.13%0.58%
INTERFACE0.11%0.47%
DIME COMMERCIAL BANCSHARES0.10%0.39%
ELLINGTON FINANCIAL0.09%0.38%
ARLO TECHNOLOGIES0.08%0.33%
BIOLIFE SOLUTIONS0.08%0.35%
USD CASH0.08%0.11%
BJS RESTAURANTS INC0.07%0.27%
UNITED FIRE GROUP INC0.07%0.28%
REX AMERICAN RESOURCES0.07%0.29%
BRISTOW GROUP0.06%0.27%
QUINSTREET INC0.06%0.24%
Largest positions each one holds and the other does not
Only in IJROnly in IWC
CORCEPT THERAPEUTICS 0.62%CAREDX 0.61%
VIASAT INC 0.57%SELLAS LIFE SCIENCES GROUP INC 0.60%
GLAUKOS 0.57%NURIX THERAPEUTICS 0.59%
MATCH GROUP INC 0.56%OUSTER 0.52%
BRINKER INTERNATIONAL INC 0.52%VIRIDIAN THERAPEUTICS ORS 0.48%
QORVO 0.51%MBX BIOSCIENCES 0.45%
PAYCOM SOFTWARE 0.51%UROGEN PHARMA 0.43%
PROTAGONIST THERAPEUTICS 0.50%INNODATA 0.40%

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 Sep 10, 2026.

IJR and IWC on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
IJR
iShares Core S&P Small-Cap ETF
IWC
iShares Micro-Cap ETF
Where it sitsCore index fundCore index fund
IssueriSharesiShares
What it isS&P SmallCap 600Russell Microcap
Total return, 1 year+19.9%+31.3%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+2.4 pts+13.8 pts
Expense ratio0.06%not published
Already in the S&P 5000.0%91.9%
Holdings6081252

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 Sep 10, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 608 positions, with the top ten at 6.8%. It sat 5.5% below its high of Aug 14, 2026 on Sep 11, 2026.

IWC in plain words

IWC is an index equity fund tracking the Russell Microcap. Over the year to Sep 11, 2026 it returned +31.3% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. By its holdings filed for Sep 10, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 1252 positions, with the top ten at 5.1%. It sat 5.0% below its high of Aug 14, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, IJR or IWC?
In the year to Sep 13, 2026, with distributions reinvested, IJR returned +19.9% and IWC returned +31.3%, so IWC returned more. One year is one year; the longer windows are in the table.
How much do IJR and IWC overlap with the S&P 500?
By their latest filed holdings, 0% of IJR and 92% of IWC by weight is stocks the S&P 500 already holds. Between the two funds, 2% 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.

IJR against IWC, ETFIQ, data as of Sep 13, 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, IJR against IWC, data as of Sep 13, 2026. https://etfiq.com/compare/any/ijr-vs-iwc Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources