IJH vs IJR: how much do they really overlap?
IJH (iShares Core S&P Mid-Cap ETF, tracking the S&P MidCap 400) and IJR (iShares Core S&P Small-Cap ETF, tracking the S&P SmallCap 600) overlap by roughly 0% by weight. 0 of IJH's top 10 holdings also appear in IJR. A 50/50 blend of the two behaves like about 1309 equally-weighted bets (diversification grade A). In short, the two funds hold almost none of the same securities — they are complementary, not redundant.
The same companies, in both funds
These 0 holdings appear in both IJH and IJR. The weight columns show how much of each fund each name represents.
| Holding | in IJH | in IJR |
|---|
Only in IJH
iShares Core S&P Mid-Cap ETF — US mid-cap. Its biggest holdings that IJR doesn’t have:
| TWLO TWILIO INC CLASS A | 0.86% |
| CRS CARPENTER TECHNOLOGY CORP | 0.84% |
| MKSI MKS | 0.82% |
| CW CURTISS WRIGHT CORP | 0.77% |
| NVT NVENT ELECTRIC PLC | 0.75% |
| ENTG ENTEGRIS INC | 0.75% |
| ATI ATI INC | 0.74% |
| ILMN ILLUMINA INC | 0.73% |
Only in IJR
iShares Core S&P Small-Cap ETF — US small-cap. Its biggest holdings that IJH doesn’t have:
| XTSLA BLK CSH FND TREASURY SL AGENCY | 1.96% |
| FORM FORMFACTOR INC | 0.67% |
| VSAT VIASAT INC | 0.66% |
| MOH MOLINA HEALTHCARE INC | 0.65% |
| AGX ARGAN INC | 0.60% |
| BTSG BRIGHTSPRING HEALTH SERVICES INC | 0.60% |
| ESI ELEMENT SOLUTIONS INC | 0.59% |
| MXL MAXLINEAR INC | 0.58% |
So — essentially different. Should you hold both?
IJH and IJR hold almost none of the same securities — they are complementary, not redundant. Held together they genuinely broaden your exposure — a 50/50 blend reaches ~1309 effective positions (grade A), because they hold largely different securities.
Holdings as of — IJH: Jun 30, 2026 (iShares (BlackRock)); IJR: Jun 30, 2026 (iShares (BlackRock)). Refreshed monthly. Overlap is measured across each fund’s largest holdings (top 50); the diffuse long tail barely moves the math.
See this for YOUR whole portfolio, free →IJH vs IJR — FAQ
- How much do IJH and IJR overlap?
- IJH and IJR overlap by approximately 0% measured by portfolio weight — that is the share of the smaller fund's holdings (by weight) that also sit inside the other. 0 of IJH's 10 largest holdings are also held by IJR. They share 0 of their listed top holdings in total.
- Is it redundant to hold both IJH and IJR?
- Because they hold almost none of the same securities — they are complementary, not redundant, holding both is not redundant — each fund covers largely different holdings, so together they broaden your exposure. A 50/50 blend has an effective 1309 positions and a A diversification grade.
- What does IJR hold that IJH doesn't?
- IJR's largest holdings that IJH doesn't hold include XTSLA, FORM, VSAT, MOH, AGX. Its category is US small-cap, versus IJH's US mid-cap.
- Which is more concentrated, IJH or IJR?
- IJH's top 10 holdings are 27% of its listed weight; IJR's are 31%. The more concentrated fund leans harder on its largest names.