ETF comparison
IJR vs SCHM
US Small Cap vs US Mid Cap.
Holdings overlap
46 positions appear in both funds. Buying equal dollars of IJR and SCHM would leave roughly 4.7% of each dollar exposed to the same underlying securities.
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.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SCHM 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 SCHM.
Top shared holdings
46 shared in total| # | Holding | In IJR | In SCHM | Overlap |
|---|---|---|---|---|
| 1 | MOLINA HEALTHCARE INC | 0.64% | 0.17% | 0.17% |
| 2 | QORVO INC | 0.40% | 0.16% | 0.16% |
| 3 | EASTMAN CHEMICAL COMPANY | 0.41% | 0.16% | 0.16% |
| 4 | MATCH GROUP INC | 0.48% | 0.16% | 0.16% |
| 5 | JACKSON FINANCIAL INC | 0.16% | 0.14% | 0.14% |
| 6 | JBT MAREL CORP | 0.41% | 0.13% | 0.13% |
| 7 | ZURN ELKAY WATER SOLUTIONS CORP | 0.41% | 0.13% | 0.13% |
| 8 | ALKERMES PLC | 0.47% | 0.13% | 0.13% |
| 9 | LKQ CORP | 0.36% | 0.13% | 0.13% |
| 10 | TERRENO REALTY CORP | 0.37% | 0.13% | 0.13% |
| 11 | PAYCOM SOFTWARE INC | 0.28% | 0.13% | 0.13% |
| 12 | ARMSTRONG WORLD INDUSTRIES INC | 0.37% | 0.13% | 0.13% |
Only in IJR
557 total- FORMFACTOR INC 0.67%
- VIASAT INC 0.66%
- ARGAN INC 0.60%
- BRIGHTSPRING HEALTH SERVICES INC 0.60%
- ELEMENT SOLUTIONS INC 0.59%
- MAXLINEAR INC 0.58%
- KRYSTAL BIOTECH INC 0.53%
- ESCO TECHNOLOGIES INC 0.49%
- EVERUS CONSTRUCTION GROUP INC 0.46%
- STONEX GROUP INC 0.46%
Only in SCHM
450 total- Sandisk Corp/DE 4.64%
- Ciena Corp 1.52%
- Bloom Energy Corp 1.36%
- Coherent Corp 1.26%
- Lumentum Holdings Inc 1.13%
- Flex Ltd 1.03%
- Steel Dynamics Inc 0.66%
- Revolution Medicines Inc 0.57%
- Tapestry Inc 0.55%
- Twilio Inc 0.54%
Related comparisons
More comparisons with IJR
- IJR vs AVUS · Avantis US Equity ETF 4.5%
- IJR vs PRF · Invesco RAFI US 1000 ETF 2.9%
- IJR vs DFAU · Dimensional US Core Equity Market ETF 2.9%
- IJR vs AVMV · Avantis U.S. Mid Cap Value ETF 2.7%
- IJR vs DTD · WisdomTree U.S. Total Dividend Fund 2.6%
- IJR vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 2.6%
More comparisons with SCHM
- SCHM vs IWF · iShares Russell 1000 Growth ETF 4.4%
- SCHM vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 4.4%
- SCHM vs SCHD · Schwab U.S. Dividend Equity ETF 3.0%
- SCHM vs VOO · Vanguard S&P 500 ETF 2.7%
- SCHM vs SPYM · State Street SPDR Portfolio S&P 500 ETF 2.7%
- SCHM vs IVV · iShares Core S&P 500 ETF 2.7%
Percentages are holdings overlap with the named fund.
Open IJR or SCHM 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.