IJSvsIWM

iShares S&P Small-Cap 600 Value ETF or iShares Russell 2000 ETF, side by side from their own SEC filings. 30% of their stock holdings are the same at the same weight, across 384 stocks in both. IJS costs 0.18% a year against 0.19% for IWM, $1 a year less on $10,000. Over the last twelve months IJS returned +39.5% and IWM +40.6%.

30%of the two portfolios is the same stocks at the same weight
IJS73% in stocks the other holds too
IWM30% in stocks the other holds too
stocks in bothstocks only in that fundbonds, cash and unmatched shares

The two funds

From each fund's latest N-PORT filing and its prospectus.

IJSIWMYearly cost0.18%0.19%Net assets$8.0B$83.0BPositions4762,017Last 12 months+39.5%+40.6%3 years, a year+14.8%+18.4%5 years, a year+7.1%+6.9%Largest holdingBlackrock 5.0%BlackRock 17.0%Main sectorFinancial Services 18%Healthcare 19%Holdings as ofJun 30, 2026Jun 30, 2026

Returns are total returns with dividends reinvested, from the funds’ own monthly figures; “(price)” marks a fund whose filing record is younger than a year, whose twelve months are its price change. The stronger figure in each row is set in bold. Past returns say what happened, not what will.

Growth of $100

Both funds from July 2019, the first month both report, dividends reinvested.

IJS$206IWM$210
July 2019June 2026

More comparisons

From each fund’s Form N-PORT (IJS: June 2026, IWM: June 2026) and prospectus, via the SEC’s public data sets. Overlap counts only the stocks we can match to a listing: stock by stock, the smaller of the two weights, added up.