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ETF comparison

IJR vs SCHX

US Small Cap vs US Large Cap.

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

Holdings overlap

Weighted by ISIN/CUSIP
0.2 %

17 positions appear in both funds. Buying equal dollars of IJR and SCHX would leave roughly 0.2% of each dollar exposed to the same underlying securities.

IJR unmatched 97.5% Shared 0.2% SCHX unmatched 99.7%

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
586 positions
Shared
17 positions
In SCHX only
731 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%
SCHX

Schwab U.S. Large-Cap ETF

Schwab · US Large Cap

91 composite / 100
Expense ratio
0.030%
Net assets
$73.85B
TTM yield
1.04%
Top-10 conc.
37.3%

Sub-score comparison

94
Cost
97
88
Tax efficiency
88
100
Liquidity
100
99
Concentration
61
—
Tracking quality
—
IJR sub-score SCHX

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

Cost difference

SCHX 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 SCHX.

Top shared holdings

17 shared in total
# Holding In IJR In SCHX Overlap
1 MOLINA HEALTHCARE INC 0.64% 0.01% 0.01%
2 QORVO INC 0.40% 0.01% 0.01%
3 EASTMAN CHEMICAL COMPANY 0.41% 0.01% 0.01%
4 MATCH GROUP INC 0.48% 0.01% 0.01%
5 LKQ CORP 0.36% 0.01% 0.01%
6 ETSY INC 0.39% 0.01% 0.01%
7 PAYCOM SOFTWARE INC 0.28% 0.01% 0.01%
8 CONAGRA BRANDS INC 0.34% 0.01% 0.01%
9 CARMAX INC 0.41% 0.01% 0.01%
10 LAMB WESTON HOLDINGS INC 0.32% 0.01% 0.01%
11 POOL CORP 0.37% 0.01% 0.01%
12 EPAM SYSTEMS INC 0.22% 0.01% 0.01%

Only in IJR

586 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%
  • ALKERMES PLC 0.47%
  • EVERUS CONSTRUCTION GROUP INC 0.46%

Only in SCHX

731 total
  • NVIDIA Corp 7.50%
  • Apple Inc 6.69%
  • Microsoft Corp 4.88%
  • Amazon.com Inc 3.86%
  • Alphabet Inc 3.24%
  • Broadcom Inc 3.10%
  • Alphabet Inc 2.57%
  • Meta Platforms Inc 2.02%
  • Tesla Inc 1.79%
  • Micron Technology Inc 1.60%

Percentages are holdings overlap with the named fund.

Open IJR or SCHX 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.