Which returned more over the last year, IJR or IWD?

In the year to Oct 28, 2026, with distributions reinvested, IJR returned +17.5% and IWD +27.5%.

Which is cheaper, IJR or IWD?

IJR is cheaper, by 0.12 percentage points a year. That is about $12 on $10,000 held for a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 0% of IJR and 90% of IWD by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

IJR vs IWD: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IJR returned +17.5% to IWD's +27.5%; 1% of their weight is in the same names.

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Net assets on Oct 27, 2026: $104.6bn for iShares Core S&P Small-Cap ETF and $83.0bn for iShares Russell 1000 Value ETF.

IJR on its own →IWD on its own →

At a glance

+17.5%

IJR total return, 1 year

+27.5%

IWD total return, 1 year

0.06%

IJR expense ratio

0.18%

IWD expense ratio

Pair scorecard

IJR costs 0.12 points a year less; their one-year returns differ by 10.0 points; IJR is 1.3 times larger.

IJR vs IWD: Differences, Returns & Fees
Measure	IJR	IWD
Return
Measure	IJR	IWD
Total return, 1 year	+17.5%	+27.5%
Drawdown
Measure	IJR	IWD
Below its high	6.8%, high on Aug 14, 2026
Benchmark
Measure	IJR	IWD
What it tracks	S&P SmallCap 600	Russell 1000 Value Index
Cost and size
Measure	IJR	IWD
Expense ratio	0.06%	0.18%
Net assets, as of Oct 27, 2026	$104.6bn	$83.0bn
Holdings
Measure	IJR	IWD
Holdings in common	1%
Top ten holdings, share of the fund	5.3%	29.6%

Holdings in common uses holdings dated Oct 27, 2026. Method

What they share

By the books each fund has filed, IJR and IWD hold 1% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

1% in common

Positions both hold · largest shared weight first IJR IWD

PAYCOM SOFTWARE 0.57% 0.03%

MATCH GROUP INC 0.57% 0.03%

ELEMENT SOLUTIONS INC 0.46% 0.02%

RALLIANT 0.44% 0.02%

CARMAX INC 0.43% 0.02%

EASTMAN CHEMICAL 0.43% 0.02%

LAMB WESTON HOLDINGS 0.42% 0.02%

CONAGRA BRANDS 0.39% 0.02%

EPAM SYSTEMS 0.39% 0.02%

LINCOLN NATIONAL CORP 0.33% 0.02%

MOHAWK INDUSTRIES 0.36% 0.02%

POOL 0.40% 0.02%

Only in one fund ↓

Only in IJR

GLAUKOS 0.61%

VIASAT INC 0.55%

SM ENERGY 0.53%

PROTAGONIST THERAPEUTICS 0.52%

RYMAN HOSPITALITY PROPERTIES REIT 0.51%

JACKSON FINANCIAL CLASS A 0.48%

LIFE TIME GROUP HOLDINGS 0.48%

TG THERAPEUTICS 0.46%

Only in IWD

APPLE 6.08%

AMAZON.COM INC 5.95%

MICROSOFT 5.21%

BERKSHIRE HATHAWAY INC CLASS B 2.67%

JPMORGAN CHASE & CO 2.37%

EXXONMOBIL HOLDINGS CORP 1.96%

JOHNSON & JOHNSON 1.71%

WALMART 1.26%

Check overlap with more funds →

Side by side

IJR iShares Core S&P Small-Cap ETF IWD iShares Russell 1000 Value ETF

Where it sits Stock ETF Stock ETF

Issuer iShares iShares

What it is Tracks the S&P SmallCap 600 Tracks the Russell 1000 value

Total return, 1 year +17.5% +27.5%

Its benchmark over the same days +17.6% (SPSM) +27.7% (VONV)

Gap to its benchmark −0.1 pts vs SPSM −0.2 pts vs VONV

Expense ratio 0.06% 0.18%

Already in the S&P 500 0.0% 90.0%

Holdings 642 871

Net assets, as of Oct 27, 2026 $104.6bn $83.0bn

IJR and IWD on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Alert

About each fund

IJR

IJR tracks the S&P SmallCap 600. Over the year to Oct 28, 2026 it returned +17.5% with distributions reinvested, against +17.6% for its benchmark, the S&P SmallCap 600. The prospectus expense ratio is 0.06% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 642 positions, with the top ten at 5.3%. It sat 6.8% below its high of Aug 14, 2026 on Oct 28, 2026.

IWD

IWD tracks the Russell 1000 value. Over the year to Oct 28, 2026 it returned +27.5% with distributions reinvested, against +27.7% for its benchmark, the Russell 1000 Value Index. The prospectus expense ratio is 0.18% a year. By its holdings published by its issuer for Oct 27, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 871 positions, with the top ten at 29.6%.

Questions people ask

Which returned more over the last year, IJR or IWD?: In the year to Oct 28, 2026, with distributions reinvested, IJR returned +17.5% and IWD +27.5%.
Which is cheaper, IJR or IWD?: IJR is cheaper, by 0.12 percentage points a year. That is about $12 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IJR and IWD overlap with the S&P 500?: By their latest filed holdings, 0% of IJR and 90% of IWD by weight is stocks the S&P 500 already holds.

Other comparisons

IJR vs VYM IJR vs SCHD IJR vs VTV IJR vs SPYD IWD vs VB IWD vs IWM IWD vs VTWO IJT vs IWD

Where to next

IJR on its own →IWD on its own →Hold both: look the portfolio through →Rankings →IJR dividend history →IJR holdings →IWD dividend history →IWD holdings →Standards and sources →

Sources and dates

IJR and IWD filings on SEC EDGAR ↗

IJR and IWD prospectus with the expense ratio (SEC) ↗

iShares page for IJR ↗

iShares page for IWD ↗

Links are sources, not endorsements. 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, IJR against IWD, data as of Oct 28, 2026. https://etfiq.com/compare/any/ijr-vs-iwd

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.