IWM vs IJR: holdings overlap, shared companies and scores
As of September 11, 2026, IWM and IJR overlap 45.2% by weight. iShares Russell 2000 ETF (IWM): Russell 2000 index. iShares Core S&P Small-Cap ETF (IJR): Owns a focused strategy.
Updated September 11, 2026
How much do IWM and IJR overlap?
As of September 11, 2026, IWM and IJR overlap 45.2% by weight.
48% of IWM is already inside IJR.
82% of IJR is already inside IWM.
IWM holds 1,951 companies and IJR holds 608; 541 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score IWM and IJR?
As of September 11, 2026, ETF Copilot scores IWM 4.2 out of 10 and IJR 4.3 out of 10.
They differ most on Valuation: IWM 8.2 and IJR 7.2.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | IWM | IJR |
|---|---|---|
| Growth | 5.1 | 5.5 |
| Valuation | 8.2 | 7.2 |
| Risk | 2.4 | 2.8 |
| Quality | 0.7 | 1.4 |
| Return | 4.3 | 4.1 |
IJR is the cheaper of the two at 0.06% a year
As of September 11, 2026, IWM charges 0.19% a year, yields 1.34% and holds $80.5B in assets across 1951 positions.
As of September 11, 2026, IJR charges 0.06% a year, yields 1.62% and holds $110.0B in assets across 608 positions.
| Measure | IWM | IJR |
|---|---|---|
| Expense ratio | 0.19% | 0.06% |
| Dividend yield | 1.34% | 1.62% |
| Assets under management | $80.5B | $110.0B |
| Holdings | 1951 | 608 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Where IWM and IJR trade against their own history
IWM trades at 16.8 times earnings, against its own median of 16.7, and is more expensive than 56% of its own 114 monthly readings since 2017.
IJR trades at 17.9 times earnings, against its own median of 17.3, and is more expensive than 59% of its own 114 monthly readings since 2017.
What moved IWM and IJR this week
IWM fell 2.1% in the week to September 11, 2026. The holdings that moved it most were Servicetitan (−41.3%), Qualys (−13.8%) and Dyne Therapeutics (−27.0%); Maxlinear (+25.4%) pushed the other way.
IJR fell 1.8% in the week to September 11, 2026. The holdings that moved it most were Paycom Software (−9.0%), Etsy (−11.3%) and Glaukos (−7.3%); Formfactor (+18.8%) pushed the other way.
What do IWM and IJR each hold?
What's inside IWM: Tech 14%, Semiconductors 2%.
3% of IWM is its ten largest holdings.
What's inside IJR: Tech 15%, Semiconductors 4%.
7% of IJR is its ten largest holdings.
Compare with similar funds
Cite this
ETF Copilot, “IWM vs IJR holdings overlap and scores”, as of September 11, 2026.
https://etf-copilot.com/compare/iwm-vs-ijr
Register free to unlock IWM vs IJR prices and holdings on ETF Copilot.
Register free →