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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 IWM: how they differ

IJR and IWM hold 47% of their weight in the same names, and IWM returned more over the year.

iShares Core S&P Small-Cap ETF and iShares Russell 2000 ETF.

What they hold in common

By the books each fund has filed, IJR and IWM hold 47% of their money in the same securities at the same weight.

Positions IJR and IWM both hold, largest shared weight first
HoldingIJRIWM
GLAUKOS0.57%0.32%
BRINKER INTERNATIONAL INC0.52%0.31%
SM ENERGY0.49%0.31%
VIASAT INC0.57%0.31%
BLK CSH FND TREASURY SL AGENCY1.94%0.29%
PROTAGONIST THERAPEUTICS0.50%0.29%
RYMAN HOSPITALITY PROPERTIES REIT0.47%0.27%
TG THERAPEUTICS0.42%0.26%
ALKERMES0.44%0.25%
STONEX GROUP INC0.42%0.25%
ARCOSA0.41%0.24%
ESCO TECHNOLOGIES0.39%0.23%
Largest positions each one holds and the other does not
Only in IJROnly in IWM
CORCEPT THERAPEUTICS 0.62%MOOG INC CLASS A 0.34%
MATCH GROUP INC 0.56%UMB FINANCIAL 0.34%
QORVO 0.51%CYTOKINETICS 0.32%
PAYCOM SOFTWARE 0.51%JFROG 0.32%
FORMFACTOR INC 0.50%BRIGHTSPRING HEALTH SERVICES INC 0.31%
CARMAX INC 0.49%FIRSTCASH HOLDINGS INC 0.31%
ELEMENT SOLUTIONS INC 0.45%HUT CORP 0.31%
EASTMAN CHEMICAL 0.45%INTERDIGITAL INC 0.30%

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 IWM on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
IJR
iShares Core S&P Small-Cap ETF
IWM
iShares Russell 2000 ETF
Where it sitsCore index fundCore index fund
IssueriSharesiShares
What it isS&P SmallCap 600Russell 2000
Total return, 1 year+19.9%+21.2%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+2.4 pts+3.7 pts
Expense ratio0.06%0.19%
Already in the S&P 5000.0%0.0%
Holdings6081749

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.

IWM in plain words

IWM is an index equity fund tracking the Russell 2000. Over the year to Sep 11, 2026 it returned +21.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.19% 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 1749 positions, with the top ten at 3.2%. It sat 5.3% below its high of Aug 14, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, IJR or IWM?
In the year to Sep 13, 2026, with distributions reinvested, IJR returned +19.9% and IWM returned +21.2%, so IWM returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IJR or IWM?
IJR charges 0.06% a year and IWM charges 0.19%, so IJR is cheaper. Fees come from each fund's prospectus.
How much do IJR and IWM overlap with the S&P 500?
By their latest filed holdings, 0% of IJR and 0% of IWM by weight is stocks the S&P 500 already holds. Between the two funds, 47% 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 IWM, 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 IWM, data as of Sep 13, 2026. https://etfiq.com/compare/any/ijr-vs-iwm Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources