IJR vs SPSM overlap - what they share and where they differ
IJR and SPSM share 97.4% of their weight across 596 common positions, read from what each fund reported to the SEC.
Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.
IJR and SPSM
97.4%
596 shared positions
IJR
iShares Core S&P Small-Cap ETF
Reported positions cover 98% of the fund, 598 positions · Jun 30, 2026
Top 10: 5.9%·Holdings of IJR
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
Reported positions cover 100% of the fund, 599 positions · Jun 30, 2026
Top 10: 5.9%·Holdings of SPSM
Reported positions cover IJR 98%, SPSM 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
SPSM vs IJR side by side
IJRiShares Core S&P Small-Cap ETF
598
stock positions reported to the SEC
0.3% of its weight is in 2 names SPSM does not hold
SPSMState Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
599
stock positions reported to the SEC
0.3% of its weight is in 3 names IJR does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Financial Services: SPSM has 1.1 points more of it.
The figures side by side
| IJR | SPSM | |
|---|---|---|
| Filing date | Jun 30, 2026 | Jun 30, 2026 |
| Stock positions reported | 598 | 599 |
| Weight of the ten largest | 5.9% | 5.9% |
| Largest position | FORM 0.7% | FORM 0.7% |
| Held alone | 2 positions, 0.3% | 3 positions, 0.3% |
| Covered by stock positions | 98% | 100% |
Holdings they share
| Stock | In IJR | In SPSM | Counted |
|---|---|---|---|
| FORMFORMFACTOR INC | 0.67% | 0.68% | 0.67% |
| VSATVIASAT INC | 0.66% | 0.66% | 0.66% |
| MOHMOLINA HEALTHCARE INC | 0.64% | 0.65% | 0.64% |
| AGXARGAN INC | 0.60% | 0.60% | 0.60% |
| BTSGBRIGHTSPRING HEALTH SERVICES INC | 0.60% | 0.60% | 0.60% |
| ESIELEMENT SOLUTIONS INC | 0.59% | 0.59% | 0.59% |
| MXLMAXLINEAR INC | 0.58% | 0.58% | 0.58% |
| KRYSKRYSTAL BIOTECH INC | 0.53% | 0.53% | 0.53% |
| ESEESCO TECHNOLOGIES INC | 0.49% | 0.49% | 0.49% |
| MTCHMATCH GROUP INC | 0.48% | 0.48% | 0.48% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in IJR
Only in SPSM
Questions people ask
Is IJR the same as SPSM?
97.4% of their weight sits in the same 596 holdings. IJR also reports UNF, TWO HARBORS INVESTMENTS CORP, which the other does not. SPSM also reports UNIFIRST CORP/MA, TWO HARBORS INVESTMENT CORP, FG, which the other does not.
How is the overlap between IJR and SPSM measured?
For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 98% of IJR and 100% of SPSM, so the number cannot exceed the smaller coverage.
Which holds more, SPSM or IJR?
IJR reports 598 stock positions and SPSM reports 599. 0.3% of IJR's weight sits in names SPSM does not hold, and 0.3% of SPSM's weight in names IJR does not hold. The ten largest positions are 5.9% of IJR and 5.9% of SPSM.
How do IJR and SPSM differ by sector?
The widest gap is Financial Services: SPSM has 1.1 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.
Where do the numbers come from?
From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.
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Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.