etf overlap tool · moderate overlap
IWM vs IJR overlap
81% of IJR's money sits in companies IWM also holds; 48% of the two funds is the same money, spread over 539 companies both hold.
Holdings as of October 16, 2026 · source: iShares (IWM), iShares (IJR) · How we measured all 1,431 pairs
- same money
- same companies, extra weight
- only in this fund
What only one of them gives you
Where each fund puts its money
IWM and IJR: what people ask
How much do IWM and IJR overlap?
48% by weight, as of October 16, 2026: moderate overlap. 539 companies appear in both funds; they make up 48% of IWM and 81% of IJR.
Which stocks do IWM and IJR both hold?
The largest shared positions are SM, GKOS, RHP, JXN and PTGX. 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 $48 (half in each fund) buys identical positions. The rest is exposure only one of the two funds gives you: 1,432 names only in IWM, 65 only in IJR. Half in each behaves like 718 equally weighted stocks, against 834 for IWM alone and 430 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.
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.