IJR vs IWM — stock comparison tool

IJR currently yields 1.24% TTM versus IWM at 0.99%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

IJRIWM

Performance Comparison

Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.

IJR

IWM

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

IJR Total Returns by Year

Calendar-year total returns, including reinvested dividends

Adj. close

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IWM Total Returns by Year

Calendar-year total returns, including reinvested dividends

Adj. close

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Best Total Return

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No data

Highest Dividend Income

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Best Avg Annual Return

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DRIP Simulation Summary

$10,000 initial investment with DRIP (live)

Ticker	Period	Start $	End $	Dividends	Start Price	End Price	Shares	Return %

Current Data Comparison

Live fundamental metrics and analyst data

Metric

IJR$137.66

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iShares Core S&P Small-Cap ETF

IWM$275.78

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iShares Russell 2000 ETF

Dividend Information

Dividend Yield

1.24%

0.99%

Annual Dividend

$1.71

$2.73

Dividend Growth (5yr)

Years of Growth

ETF holdings & allocation

Side-by-side composition for each ETF in this comparison.

IJR

643 holdings

Financials18.21%

Financial Services17.78%

Industrials17.75%

Technology14.79%

Information Technology13.27%

Consumer Cyclical13.18%

Consumer Discretionary12.94%

Healthcare11.08%

Health Care10.69%

Energy6.67%

Real Estate6.29%

Other26.49%

Top 10 holdings

Name	Weight
CORTCORCEPT THERAPEUTICS	0.60%
FORMFORMFACTOR INC	0.58%
MTCHMATCH GROUP INC	0.58%
GKOSGLAUKOS	0.57%
PAYCPAYCOM SOFTWARE	0.57%
EATBRINKER INTERNATIONAL INC	0.56%
SMSM ENERGY	0.55%
RHPRYMAN HOSPITALITY PROPERTIES REIT	0.50%
PTGXPROTAGONIST THERAPEUTICS	0.49%
KRYSKRYSTAL BIOTECH INC	0.49%
Top 10	5.49%

IWM

1981 holdings

Healthcare20.50%

Health Care20.21%

Financials19.40%

Financial Services18.08%

Technology14.01%

Industrials13.74%

Information Technology13.20%

Consumer Discretionary9.25%

Consumer Cyclical8.45%

Energy6.83%

Real Estate5.79%

Other21.55%

Top 10 holdings

Name	Weight
MOG-AMOOG INC CLASS A	0.36%
BTSGBRIGHTSPRING HEALTH SERVICES INC	0.35%
UMBFUMB FINANCIAL	0.34%
SMSM ENERGY	0.33%
GKOSGLAUKOS	0.33%
FROGJFROG	0.32%
EATBRINKER INTERNATIONAL INC	0.31%
FCFSFIRSTCASH HOLDINGS INC	0.31%
ONBOLD NATIONAL BANCORP	0.31%
CTRECARETRUST REIT	0.30%
Top 10	3.26%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

IJRSharedIWM

Overlap by weight

Share of portfolio weight that appears in both funds.

# overlapping holdings

IJR: 42% also in IWMIWM: 42% also in IJR

IJR: showing top 99 holdings by weight (of 643) · IWM: showing top 100 holdings by weight (of 1981). Overlap counts use this top slice, not the full fund book.

Sector drift (IJR vs IWM)

Left = heavier in IJR. Right = heavier in IWM.

IJR overweight (left)IWM overweight (right)

Search ticker

42 shown

Overlapping tickers


SM	Energy	Oil & Gas Exploration & Production	0.6%	0.3%	0.3%
GKOS	Healthcare	Medical - Devices	0.6%	0.3%	0.3%
EAT	Consumer Cyclical	Restaurants	0.6%	0.3%	0.3%
RHP	Real Estate	REIT - Hotel & Motel	0.5%	0.3%	0.3%
KRYS	Healthcare	Biotechnology	0.5%	0.3%	0.3%
JXN	Financial Services	Insurance - Life	0.5%	0.3%	0.3%
PTGX	Healthcare	Biotechnology	0.5%	0.3%	0.3%
TGTX	Healthcare	Biotechnology	0.5%	0.3%	0.3%
VSAT	Technology	Communication Equipment	0.5%	0.3%	0.3%
ACA	—	Construction Materials	0.4%	0.3%	0.3%

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