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ETF comparison

IJR vs SCHB

US Small Cap vs US Total Market.

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

Holdings overlap

Weighted by ISIN/CUSIP
2.3 %

598 positions appear in both funds. Buying equal dollars of IJR and SCHB would leave roughly 2.3% of each dollar exposed to the same underlying securities.

IJR unmatched 95.3% Shared 2.3% SCHB unmatched 97.5%

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
5 positions
Shared
598 positions
In SCHB only
1,807 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
1.23%
Top-10 conc.
10.8%
SCHB

Schwab U.S. Broad Market ETF

Schwab · US Total Market

91 composite / 100
Expense ratio
0.030%
Net assets
$44.43B
TTM yield
1.04%
Top-10 conc.
34.9%

Sub-score comparison

94
Cost
97
88
Tax efficiency
88
100
Liquidity
100
99
Concentration
64
—
Tracking quality
—
IJR sub-score SCHB

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

Cost difference

SCHB 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 SCHB.

Top shared holdings

598 shared in total
# Holding In IJR In SCHB Overlap
1 VIASAT INC 0.66% 0.01% 0.01%
2 LUMEN TECHNOLOGIES INC 0.32% 0.01% 0.01%
3 ELEMENT SOLUTIONS INC 0.59% 0.01% 0.01%
4 FORMFACTOR INC 0.67% 0.01% 0.01%
5 ARGAN INC 0.60% 0.01% 0.01%
6 MOLINA HEALTHCARE INC 0.64% 0.01% 0.01%
7 ENPHASE ENERGY INC 0.35% 0.01% 0.01%
8 QORVO INC 0.40% 0.01% 0.01%
9 EASTMAN CHEMICAL COMPANY 0.41% 0.01% 0.01%
10 MATCH GROUP INC 0.48% 0.01% 0.01%
11 POWELL INDUSTRIES INC 0.44% 0.01% 0.01%
12 STONEX GROUP INC 0.46% 0.01% 0.01%

Only in IJR

5 total
  • UNDER ARMOUR INC 0.04%
  • CENTRAL GARDEN & PET COMPANY 0.02%
  • N-ABLE INC 0.02%
  • OMNIAB INC 0.00%
  • OMNIAB INC 0.00%

Only in SCHB

1,807 total
  • NVIDIA Corp 7.02%
  • Apple Inc 6.26%
  • Microsoft Corp 4.57%
  • Amazon.com Inc 3.62%
  • Alphabet Inc 3.03%
  • Broadcom Inc 2.90%
  • Alphabet Inc 2.41%
  • Meta Platforms Inc 1.89%
  • Tesla Inc 1.68%
  • Micron Technology Inc 1.49%

Percentages are holdings overlap with the named fund.

Open IJR or SCHB 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.