QuantLogix

IJR vs IWM — ETF comparison

Two funds head-to-head: live engine reads, trailing performance, and holdings overlap from SEC filings. An engine-read comparison — not a recommendation.

IJR
iShares Core S&P Small-Cap ETF
42/100
SELL
$145.34 · +0.00% · Small / Mid Cap
Full ETF page →
VS
engine lead
IWM
iShares Russell 2000 ETF
65/100
BUY
$296.01 · +0.00% · Small / Mid Cap
Full ETF page →
Factor by factor — IJR (left) vs IWM (right)
63
Technical
60
49
Momentum
48
50
Fundamental
51
52
Options
58
32
Microstructure
70
Trailing performance — IJR (left) vs IWM (right)
+16.5%
6-month return
+18.0%
+22.4%
1-year return
+25.1%
+29.0%
5-year return
+29.9%
Holdings overlap — 34.1% by weight · 386 shared positions
0.66%
0.35%
0.60%
0.34%
0.49%
0.29%
0.47%
0.27%
0.44%
0.25%
0.43%
0.25%
0.44%
0.25%
0.44%
0.25%
Largest IJR-only positions: FORM 0.67% · MOH 0.64% · BTSG 0.60% · ESI 0.59% · MXL 0.58%
Largest IWM-only positions: CYTK 0.35% · UMBF 0.33% · CTRE 0.28% · ONB 0.28% · COMP 0.27%

From each fund's SEC N-PORT filing (2026-08-27 / 2026-08-25), computed on the 588 of 603 and 1046 of 2013 equity positions matched to the QuantLogix stock universe — a lower bound, never an estimate.

QuantLogix's 5-factor engine currently reads iShares Core S&P Small-Cap ETF (IJR) at 42/100 (sell) and iShares Russell 2000 ETF (IWM) at 65/100 (buy). IWM carries the stronger composite read by 23 points, led by microstructure at 70/100. IJR's strongest leg is technical at 63/100. On trailing price performance, IWM leads over the last year (+25.1% vs +22.4% for IJR). By filed portfolio weights, at least 34.1% of the two funds overlaps across 386 shared positions. Signals recompute throughout the trading day — the balance can shift with the tape.

Track IWM with free signal alerts Browse all 4,900+ ETF rankings
🤖 Want the deeper take? Pro runs a 10-agent AI debate on either name — 5 analysts, bull vs bear, a risk read, and a trader's verdict. See Pro →

Educational market analysis, not investment advice. QuantLogix does not provide personalized recommendations. IJR ETF page · IWM ETF page · ETF rankings · Equities Network · Verified track record