etf overlap · moderate overlap

IWM vs IJR overlap

47% of IWM and IJR is the same money, spread over 539 companies both funds hold.

Holdings as of September 24, 2026 · source: iShares (IWM), iShares (IJR) · How we measured all 1,035 pairs

overlapfull holdings, by weight
47%of each fund is money the other holds at the same weight, across 539 shared companies.
IWM
47%53%
IJR
47%34%19%
  • same money
  • same companies, extra weight
  • only in this fund
Overlap = the sum, over companies both funds hold, of the smaller of the two weights. Cash and derivatives excluded.
01Shared

The companies you would own twice

held by bothtop 15 of 539
companyIWMIJR
VSVSATVIASAT INC0.31%0.50%
GKGKOSGLAUKOS0.30%0.58%
SMSMSM ENERGY0.28%0.53%
PTPTGXPROTAGONIST THERAPEUTICS0.28%0.52%
TGTGTXTG THERAPEUTICS0.28%0.45%
RHRHPRYMAN HOSPITALITY PROPERTIES REIT0.27%0.49%
SNSNEXSTONEX GROUP INC0.25%0.38%
MXMXLMAXLINEAR0.25%0.39%
ACACAARCOSA0.24%0.42%
TRTRNOTERRENO REALTY REIT0.24%0.42%
PLPLXSPLEXUS CORP0.23%0.38%
ESESEESCO TECHNOLOGIES0.23%0.39%
ZWZWSZURN ELKAY WATER SOLUTIONS CORP0.23%0.41%
FSFSSFEDERAL SIGNAL CORP0.23%0.41%
MAMATXMATSON INC0.23%0.41%
02Different

What only one of them gives you

only in IWM1,436 names
TWTWSTTWIST BIOSCIENCE0.40%
MOMOG-AMOOG INC CLASS A0.36%
HUHUTHUT CORP0.35%
FRFROGJFROG0.34%
UMUMBFUMB FINANCIAL0.33%
TXTXG10X GENOMICS CLASS A0.33%
BTBTSGBRIGHTSPRING HEALTH SERVICES INC0.31%
KRKRYSKRYSTAL BIOTECH0.30%
only in IJR65 names
MATCH GROUP INC logoMTCHMATCH GROUP INC0.57%
PAYCOM SOFTWARE logoPAYCPAYCOM SOFTWARE0.54%
ESESIELEMENT SOLUTIONS INC0.48%
RARALRALLIANT0.45%
LWLWLAMB WESTON HOLDINGS0.43%
EASTMAN CHEMICAL logoEMNEASTMAN CHEMICAL0.42%
ETSY logoETSYETSY0.42%
KMKMXCARMAX INC0.42%
03Sectors

Where each fund puts its money

sectorsIWM vs IJR, share of each fund
Financials19.01%17.36%
Industrials14.05%17.66%
Health Care20.35%10.75%
Information Technology13.72%12.63%
Consumer Discretionary8.77%13.08%
Energy6.76%6.68%
Real Estate5.68%6.24%
Materials4.21%4.29%
Communication Services2.45%3.60%
Consumer Staples1.95%4.02%
Utilities2.68%1.99%
04Questions

IWM and IJR: what people ask

questions4 answered

How much do IWM and IJR overlap?

47% by weight, as of September 24, 2026: moderate overlap. 539 companies appear in both funds; they make up 47% of IWM and 81% of IJR.

Which stocks do IWM and IJR both hold?

The largest shared positions are VSAT, GKOS, SM, PTGX and TGTX. Ranked by the smaller of the two weights, which is the part you would own twice.

Is it redundant to hold both IWM and IJR?

Out of every $100 split evenly between them, about $47 (half in each fund) buys identical positions. The rest is exposure only one of the two funds gives you: 1,436 names only in IWM, 65 only in IJR. Half in each behaves like 726 equally weighted stocks, against 842 for IWM alone and 431 for IJR alone. Whether that duplication is a problem depends on the mix you want; this is a description, not advice.

How is ETF overlap calculated here?

For every company held by both funds we take the smaller of its two weights and add them up. The weights come from the full holdings files iShares publish, not a top-10 sample, and companies are matched by their ISIN so share classes stay apart. Sector overlap applies the same rule to the issuers' sector labels; "behaves like N equally weighted stocks" is one over the sum of the squared weights.

Hold IWM and IJR?Import your positions and see what your funds hold together, company by company, with the fees you pay on each.Import my portfolio

Weights come from each issuer's published holdings file and are matched company by company on their ISIN. Cash, futures and currency positions are left out. This page describes what the funds hold; it is not investment advice.