IWV vs XJR: holdings overlap, shared companies and scores
As of October 9, 2026, IWV and XJR overlap 2.1% by weight. iShares Russell 3000 ETF (IWV): U.S. total market index. iShares ESG Select Screened S&P Small-Cap ETF (XJR): U.S. small-cap ESG stocks.
Updated October 9, 2026
Where IWV and XJR trade against their own history
IWV trades at 24.1 times earnings, against its own median of 22.2, and is more expensive than 63% of its own last 9 years.
XJR trades at 17.5 times earnings, against its own median of 17.0, and is more expensive than 51% of its own last 6 years.
What moved IWV and XJR this week
IWV rose 1.1% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Amazon.com (+4.3%) and Alphabet (+2.4%); Nvidia (−2.0%) pushed the other way.
XJR fell 0.8% in the week to October 9, 2026. The holdings that moved it most were Maxlinear (−9.2%), ACM Research (−14.4%) and Materion (−10.2%); RXO (+24.4%) pushed the other way.
What do IWV and XJR each hold?
What's inside IWV: Tech 43%, Magnificent 7 31%.
35% of IWV is its ten largest holdings.
What's inside XJR: Tech 15%, Semiconductors 3%.
8% of XJR is its ten largest holdings.
How much do IWV and XJR overlap? 2.1% by weight
As of October 9, 2026, IWV and XJR overlap 2.1% by weight.
2% of IWV is already inside XJR.
99% of XJR is already inside IWV.
IWV holds 2,587 companies and XJR holds 554; 548 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 IWV and XJR? 6.5 and 2.8 out of 10
As of October 9, 2026, ETF Copilot scores IWV 6.5 out of 10 and XJR 2.8 out of 10.
They differ most on Quality: IWV 7.8 and XJR 1.1.
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 | IWV | XJR |
|---|---|---|
| Growth | 7.1 | 1.8 |
| Value | 3.1 | 5.1 |
| Risk | 6.5 | 3.6 |
| Quality | 7.8 | 1.1 |
| Return | 7.6 | 3.1 |
XJR is the cheaper of the two at 0.12% a year
As of October 9, 2026, IWV charges 0.20% a year, yields 0.86% and holds $20.5B in assets across 2587 positions.
As of October 9, 2026, XJR charges 0.12% a year, yields 0.96% and holds $209M in assets across 554 positions.
| Measure | IWV | XJR |
|---|---|---|
| Expense ratio | 0.20% | 0.12% |
| Dividend yield | 0.86% | 0.96% |
| Assets under management | $20.5B | $209M |
| Holdings | 2587 | 554 |
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.
Compare with similar funds
Cite this
ETF Copilot, “IWV vs XJR holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/iwv-vs-xjr
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