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
52/100
BUY
$138.52 · +1.13% · Small / Mid Cap
Full ETF page →
VS
engine lead
IWM
iShares Russell 2000 ETF
60/100
BUY
$281.52 · +0.90% · Small / Mid Cap
Full ETF page →
Factor by factor — IJR (left) vs IWM (right)
50
Technical
62
54
Momentum
50
50
Fundamental
51
65
Options
48
57
Microstructure
61
Trailing performance — IJR (left) vs IWM (right)
+10.4%
6-month return
+12.0%
+15.9%
1-year return
+15.4%
+24.4%
5-year return
+26.6%
Holdings overlap — 34% by weight · 385 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 587 of 603 and 1044 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 52/100 (buy) and iShares Russell 2000 ETF (IWM) at 60/100 (buy). IWM carries the stronger composite read by 8 points, led by technical at 62/100. IJR's strongest leg is options at 65/100. On trailing price performance, IJR leads over the last year (+15.9% vs +15.4% for IWM). By filed portfolio weights, at least 34% of the two funds overlaps across 385 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