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FUND OVERLAP · LOOK-THROUGH

IJR vs ITOT: how much do they really overlap?

IJR (iShares Core S&P Small-Cap ETF, tracking the S&P SmallCap 600) and ITOT (iShares Core S&P Total US Stock Market ETF, tracking the S&P Total Market) overlap by roughly 0% by weight. 0 of IJR's top 10 holdings also appear in ITOT. A 50/50 blend of the two behaves like about 249 equally-weighted bets (diversification grade A). In short, the two funds hold almost none of the same securities — they are complementary, not redundant.

0%
weight overlap
0/10
of IJR’s top 10 also in ITOT
A
50/50 blend grade
~249
real bets in a 50/50 blend

The same companies, in both funds

These 0 holdings appear in both IJR and ITOT. The weight columns show how much of each fund each name represents.

Holdingin IJRin ITOT

Only in IJR

iShares Core S&P Small-Cap ETFUS small-cap. Its biggest holdings that ITOT doesn’t have:

XTSLA BLK CSH FND TREASURY SL AGENCY1.96%
FORM FORMFACTOR INC0.67%
VSAT VIASAT INC0.66%
MOH MOLINA HEALTHCARE INC0.65%
AGX ARGAN INC0.60%
BTSG BRIGHTSPRING HEALTH SERVICES INC0.60%
ESI ELEMENT SOLUTIONS INC0.59%
MXL MAXLINEAR INC0.58%

Only in ITOT

iShares Core S&P Total US Stock Market ETFtotal US market. Its biggest holdings that IJR doesn’t have:

NVDA NVIDIA CORP6.63%
AAPL APPLE INC5.81%
MSFT MICROSOFT CORP3.79%
AMZN AMAZON.COM INC3.19%
GOOGL ALPHABET INC CLASS A2.86%
AVGO BROADCOM INC2.45%
GOOG ALPHABET INC CLASS C2.29%
MU MICRON TECHNOLOGY INC1.78%

So — essentially different. Should you hold both?

IJR and ITOT hold almost none of the same securities — they are complementary, not redundant. Held together they genuinely broaden your exposure — a 50/50 blend reaches ~249 effective positions (grade A), because they hold largely different securities.

Holdings as of — IJR: Jun 30, 2026 (iShares (BlackRock)); ITOT: 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.

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IJR vs ITOT — FAQ

How much do IJR and ITOT overlap?
IJR and ITOT 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 IJR's 10 largest holdings are also held by ITOT. They share 0 of their listed top holdings in total.
Is it redundant to hold both IJR and ITOT?
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 249 positions and a A diversification grade.
What does ITOT hold that IJR doesn't?
ITOT's largest holdings that IJR doesn't hold include NVDA, AAPL, MSFT, AMZN, GOOGL. Its category is total US market, versus IJR's US small-cap.
Which is more concentrated, IJR or ITOT?
IJR's top 10 holdings are 31% of its listed weight; ITOT's are 58%. The more concentrated fund leans harder on its largest names.

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