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
44/100
NEUTRAL
$147.69 · -1.43% · Small / Mid Cap
Full ETF page →
VS
engine lead
IWM
iShares Russell 2000 ETF
70/100
STRONG BUY
$300.23 · -1.26% · Small / Mid Cap
Full ETF page →
Factor by factor — IJR (left) vs IWM (right)
61
Technical
69
51
Momentum
51
50
Fundamental
51
60
Options
44
37
Microstructure
72
Trailing performance — IJR (left) vs IWM (right)
+14.4%
6-month return
+15.6%
+30.9%
1-year return
+33.9%
+37.6%
5-year return
+40.5%
Holdings overlap — 30.2% by weight · 372 shared positions
0.50%
0.26%
0.43%
0.26%
0.43%
0.25%
0.43%
0.25%
0.24%
0.22%
0.46%
0.22%
0.46%
0.21%
0.42%
0.21%
Largest IJR-only positions: EMN 0.57% · ESI 0.51% · VIAV 0.50% · LKQ 0.49% · MTCH 0.47%
Largest IWM-only positions: BE 0.64% · IONQ 0.60% · FN 0.46% · OKLO 0.43% · CDE 0.42%

From each fund's SEC N-PORT filing (2026-05-26 / 2026-07-13), computed on the 578 of 605 and 982 of 1977 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 44/100 (neutral) and iShares Russell 2000 ETF (IWM) at 70/100 (strong buy). IWM carries the stronger composite read by 26 points, led by microstructure at 72/100. IJR's strongest leg is technical at 61/100. On trailing price performance, IWM leads over the last year (+33.9% vs +30.9% for IJR). By filed portfolio weights, at least 30.2% of the two funds overlaps across 372 shared positions. Signals recompute throughout the trading day — the balance can shift with the tape.

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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