IJS vs SPSM overlap - what they share and where they differ

IJS and SPSM share 61.4% of their weight across 446 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.

IJS and SPSM

61.4%

446 shared positions

IJS

iShares S&P Small-Cap 600 Value ETF

Reported positions cover 98% of the fund, 458 positions · Jun 30, 2026

Top 10: 8.2%·Holdings of IJS

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 IJS 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 IJS side by side

IJSiShares S&P Small-Cap 600 Value ETF

458

stock positions reported to the SEC

3.8% of its weight is in 12 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

33.3% of its weight is in 153 names IJS does not hold

Where each fund's weight sits

IJS
SPSM
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
17.0%
19.3%
Financial Services
18.1%
15.7%
Consumer Cyclical
14.3%
11.3%
Healthcare
0.0%
13.4%
Industrials
10.7%
10.3%
Basic Materials
9.2%
0.0%

The widest gap is Healthcare: SPSM has 13.4 points more of it.

The figures side by side

IJSSPSM
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported458599
Weight of the ten largest8.2%5.9%
Largest positionMOH 1.3%FORM 0.7%
Held alone12 positions, 3.8%153 positions, 33.3%
Covered by stock positions98%100%

Holdings they share

StockIn IJSIn SPSMCounted
MOHMOLINA HEALTHCARE INC1.28%0.65%0.65%
ESIELEMENT SOLUTIONS INC0.59%0.59%0.59%
MXLMAXLINEAR INC0.66%0.58%0.58%
MTCHMATCH GROUP INC0.95%0.48%0.48%
PLXSPLEXUS CORP0.48%0.44%0.44%
EMNEASTMAN CHEMICAL COMPANY0.82%0.42%0.42%
RALRALLIANT CORP0.42%0.45%0.42%
KMXCARMAX INC0.81%0.41%0.41%
JXNJACKSON FINANCIAL INC0.60%0.39%0.39%
LUMNLUMEN TECHNOLOGIES INC0.43%0.39%0.39%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in IJS

KLICKULICKE AND SOFFA INDUSTRIES INC0.75%
VICTORIA'S SECRET & COMPANY0.71%
GEO GROUP INC (THE)0.42%
TELEPHONE & DATA SYSTEMS INC0.38%
FULH.B. FULLER COMPANY0.34%
ASOACADEMY SPORTS AND OUTDOORS INC0.33%
PIPRPIPER SANDLER COMPANIES0.24%
UNFUNIFIRST CORP0.24%
GBXGREENBRIER COMPANIES INC (THE)0.16%
AOSLALPHA AND OMEGA SEMICONDUCTOR LTD0.13%

Only in SPSM

FORMFormFactor Inc0.68%
VSATViasat Inc0.66%
AGXArgan Inc0.60%
BTSGBrightSpring Health Services Inc0.60%
KRYSKrystal Biotech Inc0.53%
ESEESCO Technologies Inc0.49%
ALKSAlkermes PLC0.47%
ECGEverus Construction Group Inc0.46%
CORTCorcept Therapeutics Inc0.45%
SNEXStoneX Group Inc0.45%

Questions people ask

Is IJS the same as SPSM?

61.4% of their weight sits in the same 446 holdings. IJS also reports KLIC, VICTORIA'S SECRET & COMPANY, GEO GROUP INC (THE), which the other does not. SPSM also reports FORM, VSAT, AGX, which the other does not.

How is the overlap between IJS 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 IJS and 100% of SPSM, so the number cannot exceed the smaller coverage.

Which holds more, SPSM or IJS?

IJS reports 458 stock positions and SPSM reports 599. 3.8% of IJS's weight sits in names SPSM does not hold, and 33.3% of SPSM's weight in names IJS does not hold. The ten largest positions are 8.2% of IJS and 5.9% of SPSM.

How do IJS and SPSM differ by sector?

The widest gap is Healthcare: SPSM has 13.4 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.

Other pairs with these funds

SPSM against other funds in the table

Add a third fund in the tool·All fund pairs

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.