ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (IJR) and September 30, 2025 (ITOT)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > IJR vs ITOT Holdings as of March 31, 2026 (IJR) and September 30, 2025 (ITOT)

IJR vs ITOT: Portfolio Overlap

iShares Core S&P Small-Cap ETF vs iShares Core S&P Total U.S. Stock Market ETF

2.3%
Weighted portfolio overlap
Low Overlap

Low Overlap. The two portfolios have highly distinct allocations: little of the weight sits in the same stocks.

IJR
586 equity holdings
as of March 31, 2026
ITOT
2484 equity holdings
as of September 30, 2025
578 stocks held in common
Overlap View Venn Diagram
2.3% OVERLAP IJR ITOT
Overlapping Holdings
10 Top 10 of 578 shared, by overlap contribution
# Stock IJR ITOT Overlap%
1
MOH
 0.47% 0.02% 0.02%
2
PAYC
 0.41% 0.02% 0.02%
3
LYFT
 0.36% 0.01% 0.01%
4
MTCH
 0.50% 0.01% 0.01%
5
AWI
 0.49% 0.01% 0.01%
6
LW
 0.40% 0.01% 0.01%
7
LIF
 0.22% 0.01% 0.01%
8
CORT
 0.26% 0.01% 0.01%
9
LKQ
 0.51% 0.01% 0.01%
10
QRVO
 0.45% 0.01% 0.01%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in IJR — iShares Core S&P Small-Cap ETF
StockWeight
VSNT0.37%
PIPR0.35%
INDV0.26%
LXP0.19%
Cushman & Wakefield Ltd0.14%
Only in ITOT — iShares Core S&P Total U.S. Stock Market ETF
StockWeight
NVDA7.02%
MSFT5.94%
AAPL5.83%
AMZN3.29%
META2.46%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between IJR and ITOT?

IJR (iShares Core S&P Small-Cap ETF) and ITOT (iShares Core S&P Total U.S. Stock Market ETF) share 2.3% portfolio overlap as of IJR's March 31, 2026 filing and ITOT's September 30, 2025 filing, across 578 common stocks. Overlap is the sum of the smaller weight of each shared stock, so it reads as the share of a dollar that lands on the same companies in both funds.

Do IJR and ITOT invest in the same stocks?

Mostly not. Only a small portion of their portfolios overlaps — these funds hold largely different stocks and genuinely diversify each other.

What are the top stocks held by both IJR and ITOT?

The most prominent shared holdings (by combined weight) are: MOH, PAYC, LYFT. See the full common-holdings table on this page for weights in each fund.

Related Comparisons
IJR — iShares Core S&P Small-Cap ETF vs IWF — iShares Russell 1000 Growth ETFIJR — iShares Core S&P Small-Cap ETF vs VUG — VANGUARD GROWTH INDEX FUNDITOT — iShares Core S&P Total U.S. Stock Market ETF vs QQQ — Invesco QQQ Trust, Series 1ITOT — iShares Core S&P Total U.S. Stock Market ETF vs VWO — VANGUARD EMERGING MARKETS STOCK INDEX FUNDCSPAX — SMALLCAP World Fund Inc vs ITOT — iShares Core S&P Total U.S. Stock Market ETFIJR — iShares Core S&P Small-Cap ETF vs VEA — VANGUARD DEVELOPED MARKETS INDEX FUND