Fund comparison · from official SEC filings
IJR vs RWJ: how much do they overlap?
iShares Core S&P Small-Cap ETF and Invesco S&P SmallCap 600 Revenue ETF
vs
IJR and RWJ are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
IJR
RWJ
M
MOHMOLINA HEALTHCARE INC
0.43%
2.62%
W
WKCWORLD KINECT CORP
0.08%
2.20%
U
UNFIUNITED NATURAL FOODS INC
0.17%
1.95%
K
KMXCARMAX INC
0.37%
1.43%
G
GPIGROUP 1 AUTOMOTIVE INC
0.24%
1.11%
M
MANMANPOWERGROUP INC
0.09%
1.02%
L
LUMNLUMEN TECHNOLOGIES INC
0.34%
1.00%
S
SAHSONIC AUTOMOTIVE INC-CLASS A
0.06%
1.00%
L
LNCLINCOLN NATIONAL CORP
0.32%
0.98%
B
BTSGBRIGHTSPRING HEALTH SERVICES
0.35%
0.94%
S
SANMSANMINA CORP
0.44%
0.93%
A
ABGASBURY AUTOMOTIVE GROUP
0.24%
0.83%
K
KSSKOHLS CORP
0.09%
0.80%
A
ADNTADIENT PLC
0.10%
0.77%
O
OGNORGANON & CO
0.10%
0.63%
L
LKQLKQ CORP
0.47%
0.60%
N
NSPINSPERITY INC
0.06%
0.58%
A
AMTMAMENTUM HOLDINGS INC
0.25%
0.58%
R
RXORXO INC
0.15%
0.56%
C
CZRCAESARS ENTERTAINMENT INC
0.34%
0.56%
A
ANDEANDERSONS INC/THE
0.15%
0.56%
J
JBLUJETBLUE AIRWAYS CORP
0.08%
0.55%
E
EMNEASTMAN CHEMICAL CO
0.54%
0.48%
H
HTZHERTZ GLOBAL HLDGS INC
0.04%
0.54%
M
MHKMOHAWK INDUSTRIES INC
0.32%
0.53%
Only in IJR
?
—BLACKROCK GLOBAL
4.33%
?
—BLACKROCK CASH FUNDS
1.33%
A
ALAIR LEASE CORP
0.43%
D
DOCNDIGITALOCEAN HOLDINGS INC
0.43%
S
SDASEALED AIR CORP
0.39%
1
1JKAPELLIS PHARMACEUTICALS INC
0.26%
T
T86TRI POINTE HOMES INC
0.25%
?
—Catalyst Pharmaceuticals Inc.
0.18%
?
—CSG Systems International Inc.
0.14%
C
COCOVITA COCO CO INC/THE
0.13%
S
S24SELECT MEDICAL HOLDINGS CORP
0.11%
C
C9N0STELLAR BANCORP INC
0.10%
H
HA7ENVIRI CORP
0.10%
?
—Veris Residential Inc
0.10%
N
NY4BCLEARWAY ENERGY INC-A
0.08%
?
—Kennedy-Wilson Holdings Inc
0.08%
S
SNCYSUN COUNTRY AIRLINES HOLDING
0.06%
?
—Mister Car Wash Inc
0.04%
A
AHQAMERICAN WOODMARK CORP
0.04%
G
GDENGOLDEN ENTERTAINMENT INC
0.03%
T
TWITITAN INTERNATIONAL INC
0.02%
G
GS 3.98 05.13.26 CDGOLDMAN SACHS BANK USA
0.01%
?
—JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
0.01%
?
—MERRILL LYNCH INTERNATIONAL
0.00%
?
—CHICAGO MERCANTILE EXCHANGE INC.
0.00%
Only in RWJ
?
—Invesco Private Prime Fund
13.06%
?
—Invesco Private Government Fund
5.03%
?
—Select Medical Holdings Corp.
0.27%
A
AGPXXINVESCO GVT & AGNCY-INST
0.10%
?
—CATALYST PHARMACEUTICALS, INC.
0.04%
?
—Stellar Bancorp, Inc.
0.03%
?
—KENNEDY-WILSON HOLDINGS, INC.
0.02%
Hold IJR and RWJ together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
IJR vs SPSMState Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
93% overlap
IJR vs VIOOVANGUARD S&P SMALL-CAP 600 INDEX FUND
87% overlap
IJR vs QVMSInvesco S&P SmallCap 600 QVM Multi-Factor ETF
76% overlap
IJR vs SAAProShares Ultra SmallCap600
73% overlap
RWJ vs QVMSInvesco S&P SmallCap 600 QVM Multi-Factor ETF
62% overlap
RWJ vs VIOOVANGUARD S&P SMALL-CAP 600 INDEX FUND
52% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.