IJR vs IWM: Complete Comparison
iShares Core S&P Small-Cap ETF vs iShares Russell 2000 ETF โ overlap, correlation, performance & risk analysis
Visual Overlap
Price Performance
Historical price comparison over 3M
๐Performance Comparison
โ ๏ธRisk Metrics
Interpretation:
- ๐ Lower volatility = smoother ride
- โก Higher Sharpe/Sortino = better risk-adjusted returns
- โ ๏ธ Smaller max drawdown = less worst-case pain
- ๐ Beta > 1 = more volatile than S&P 500
โ๏ธHead-to-Head Comparison
๐ IWM wins this comparison
Key Factors
โถAdditional Metrics (5)
Bottom line: IWM wins with better number of holdings. Consider IWM for your portfolio, but IJR is still a solid choice if you prefer its specific advantages.
Detailed Overlap Analysis
541 shared holdings representing 42.4% portfolio overlap
Top Shared Holdings
| # | Stock | IJR Weight | IWM Weight | Overlap |
|---|---|---|---|---|
| 1 | HL HL | 0.71% | 0.35% | 0.35% |
| 2 | SPXC SPXC | 0.69% | 0.35% | 0.35% |
| 3 | DY DY | 0.68% | 0.33% | 0.33% |
| 4 | IDCC IDCC | 0.63% | 0.32% | 0.32% |
| 5 | SANM SANM | 0.58% | 0.29% | 0.29% |
| 6 | AEIS AEIS | 0.57% | 0.29% | 0.29% |
| 7 | ARWR ARWR | 0.64% | 0.28% | 0.28% |
| 8 | LUMN LUMN | 0.53% | 0.28% | 0.28% |
| 9 | CTRE CTRE | 0.56% | 0.27% | 0.27% |
| 10 | SITM SITM | 0.53% | 0.27% | 0.27% |
Overlap by Sector
Showing top 5 sectors by overlap contribution
Top Holdings Only in IJR
Unique to IJR
| Symbol | Name | Weight |
|---|---|---|
| BWA | BWA | 0.61% |
| AWI | AWI | 0.54% |
| CORT | CORT | 0.53% |
| QRVO | QRVO | 0.51% |
| LNC | LNC | 0.49% |
Top Holdings Only in IWM
Unique to IWM
| Symbol | Name | Weight |
|---|---|---|
| CRDO | CREDO TECHNOLOGY GROUP HOLDING LTD | 0.86% |
| BE | BLOOM ENERGY CLASS A CORP | 0.80% |
| FN | FABRINET | 0.62% |
| IONQ | IONQ INC | 0.51% |
| NXT | NEXTPOWER INC CLASS A | 0.44% |
Price Correlation
How We Calculate Overlap
We use the minimum weight method with normalization to calculate portfolio overlap:
Overlap = ฮฃ min(weightA, weightB) for each shared holdingNormalization: Holdings weights are normalized to sum to 100% before comparison. This ensures accurate overlap calculations even when analyzing partial holdings data (e.g., top 50 positions).
Conservative approach: We consider only the smaller allocation for each shared position, giving you a realistic view of true portfolio overlap.
๐ This analysis is based on publicly available holdings data. For the most current and complete holdings information, please visit the official ETF provider websites.
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