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ETF comparison

IJR vs SCHA

Both US Small Cap.

iShares Core S&P Small-Cap ETF · Schwab U.S. Small-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
33.9 %

585 positions appear in both funds. Buying equal dollars of IJR and SCHA would leave roughly 33.9% of each dollar exposed to the same underlying securities.

IJR unmatched 63.8% Shared 33.9% SCHA unmatched 66.0%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In IJR only
18 positions
Shared
585 positions
In SCHA only
1,120 positions

Side by side

IJR

iShares Core S&P Small-Cap ETF

iShares · US Small Cap

95 composite / 100
Expense ratio
0.060%
Net assets
$102.56B
TTM yield
1.24%
Top-10 conc.
10.8%
SCHA

Schwab U.S. Small-Cap ETF

Schwab · US Small Cap

96 composite / 100
Expense ratio
0.030%
Net assets
$21.68B
TTM yield
1.13%
Top-10 conc.
10.5%

Sub-score comparison

94
Cost
97
88
Tax efficiency
88
100
Liquidity
100
99
Concentration
99
—
Tracking quality
—
IJR sub-score SCHA

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

SCHA is 3 bps cheaper than IJR. On a $100,000 position that's about $30/yr more in fees for IJR.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with IJR vs SCHA.

Top shared holdings

585 shared in total
# Holding In IJR In SCHA Overlap
1 VIASAT INC 0.66% 0.23% 0.23%
2 LUMEN TECHNOLOGIES INC 0.32% 0.22% 0.22%
3 FORMFACTOR INC 0.67% 0.20% 0.20%
4 ELEMENT SOLUTIONS INC 0.59% 0.20% 0.20%
5 ARGAN INC 0.60% 0.20% 0.20%
6 ENPHASE ENERGY INC 0.35% 0.19% 0.19%
7 BRIGHTSPRING HEALTH SERVICES INC 0.60% 0.17% 0.17%
8 POWELL INDUSTRIES INC 0.44% 0.17% 0.17%
9 KRYSTAL BIOTECH INC 0.53% 0.17% 0.17%
10 STONEX GROUP INC 0.46% 0.17% 0.17%
11 EVERUS CONSTRUCTION GROUP INC 0.46% 0.16% 0.16%
12 ESCO TECHNOLOGIES INC 0.49% 0.16% 0.16%

Only in IJR

18 total
  • MOLINA HEALTHCARE INC 0.64%
  • MATCH GROUP INC 0.48%
  • EASTMAN CHEMICAL COMPANY 0.41%
  • CARMAX INC 0.41%
  • QORVO INC 0.40%
  • ETSY INC 0.39%
  • POOL CORP 0.37%
  • LKQ CORP 0.36%
  • CONAGRA BRANDS INC 0.34%
  • MOHAWK INDUSTRIES INC 0.34%

Only in SCHA

1,120 total
  • Sandisk Corp/DE 5.28%
  • Lumentum Holdings Inc 1.29%
  • Revolution Medicines Inc 0.65%
  • Sterling Infrastructure Inc 0.56%
  • ATI Inc 0.50%
  • MACOM Technology Solutions Holdings Inc 0.50%
  • Nextpower Inc 0.49%
  • MKS Inc 0.46%
  • Coeur Mining Inc 0.42%
  • TTM Technologies Inc 0.38%

Percentages are holdings overlap with the named fund.

Open IJR or SCHA at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.