IJH vs IJR: 0% overlap
iShares Core S&P Mid-Cap ETF and iShares Core S&P Small-Cap ETF share 0.1% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.
You would hold two tickers and get the diversification of 2.0. Two funds that shared nothing would score 2.0; two identical funds score 1.0.
Top shared holdings
IJH and IJR hold 2 of the same securities. The ten contributing most to the overlap figure:
| Holding | in IJH | in IJR | Δ |
|---|---|---|---|
| CASH | 0.1% | 2.1% | 2.0% |
| KRYS | 0.2% | 0.0% | 0.2% |
Where IJH and IJR differ
Sector weights as a share of each fund, ordered by the size of the gap rather than the size of the sector — two funds that overlap heavily still usually diverge somewhere.
| Sector | IJH | IJR | Δ |
|---|---|---|---|
| Industrials | 25.5% | 18.5% | +7.0pp |
| Consumer Discretionary | 10.3% | 13.8% | −3.5pp |
| Financials | 15.1% | 17.8% | −2.7pp |
| Communication Services | 1.5% | 3.6% | −2.1pp |
| Cash and/or Derivatives | 0.1% | 2.1% | −2.0pp |
| Information Technology | 13.9% | 12.1% | +1.8pp |
| Materials | 5.5% | 3.9% | +1.6pp |
| Utilities | 3.2% | 2.3% | +0.9pp |
Δ is IJH minus IJR, in percentage points. Sector data is not published by every issuer, so “Unclassified” is a real category rather than a gap in the table.
What each fund holds alone
99.7% of IJH by weight, held in no part of IJR.
97.8% of IJR by weight, held in no part of IJH.
A large count with a small weight is the usual shape: the positions one fund adds are typically its smallest ones.
Concentration and cost
| IJH | IJR | |
|---|---|---|
| Top 10 holdings | 7.6% | 6.6% |
| Positions held | 404 | 603 |
| Cost per $10,000 held, per year | $5 | $6 |
Cost is the expense ratio applied to $10,000; it excludes any brokerage commission, bid-ask spread or tax consequence. Figures are facts about the funds, not a suggestion about which to hold.
Frequently asked
How much do IJH and IJR overlap?
IJH and IJR overlap 0.1% by portfolio weight — largely distinct portfolios. They share 2 holdings. The figure comes from current issuer holdings files (IJH as of 2026-07-23, IJR as of 2026-07-23).
How is the overlap between IJH and IJR calculated?
As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If IJH holds a stock at 6% and IJR holds the same stock at 4%, 4% counts as shared. The result is bounded between 0% and 100%, and it is computed after looking through any fund-of-funds to the underlying holdings.
Is it redundant to hold both IJH and IJR?
That depends on your goals — we state facts, not advice. At 0.1% overlap, each fund still contributes meaningfully distinct exposure.
What does IJH own that IJR doesn't?
IJH holds 404 positions and IJR holds 603; 401 of IJH's positions don't appear in IJR at all, and they are 99.7% of IJH by weight.
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Related comparisons
Sources: issuer holdings files, IJH as of 2026-07-23, IJR as of 2026-07-23. Weights are fractions of each fund. Diagnostics, not advice.