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ETF comparison

IJT vs SCHD

US Small Cap vs Dividend.

iShares S&P Small-Cap 600 Growth ETF · Schwab U.S. Dividend Equity ETF

Holdings overlap

Weighted by ISIN/CUSIP
0.5 %

11 positions appear in both funds. Buying equal dollars of IJT and SCHD would leave roughly 0.5% of each dollar exposed to the same underlying securities.

IJT unmatched 94.8% Shared 0.5% SCHD unmatched 99.3%

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 IJT only
336 positions
Shared
11 positions
In SCHD only
88 positions

Side by side

IJT

iShares S&P Small-Cap 600 Growth ETF

iShares · US Small Cap

89 composite / 100
Expense ratio
0.18%
Net assets
$7.62B
TTM yield
0.78%
Top-10 conc.
10.9%
SCHD

Schwab U.S. Dividend Equity ETF

Schwab · Dividend

85 composite / 100
Expense ratio
0.060%
Net assets
$107.89B
TTM yield
2.99%
Top-10 conc.
43.6%

Sub-score comparison

82
Cost
94
89
Tax efficiency
75
95
Liquidity
100
99
Concentration
52
—
Tracking quality
—
IJT sub-score SCHD

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

Cost difference

SCHD is 12 bps cheaper than IJT. On a $100,000 position that's about $120/yr more in fees for IJT.

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 IJT vs SCHD.

Top shared holdings

11 shared in total
# Holding In IJT In SCHD Overlap
1 Moelis & Co. 0.25% 0.13% 0.13%
2 Artisan Partners Asset Management, Inc. 0.14% 0.07% 0.07%
3 Cohen & Steers, Inc. 0.11% 0.05% 0.05%
4 City Holding Co. 0.14% 0.05% 0.05%
5 Interparfums, Inc. 0.13% 0.04% 0.04%
6 Lakeland Financial Corp. 0.08% 0.04% 0.04%
7 Clearway Energy, Inc. 0.45% 0.04% 0.04%
8 Buckle, Inc. (The) 0.08% 0.03% 0.03%
9 AMERISAFE, Inc. 0.03% 0.01% 0.01%
10 N/A 0.00% 0.03% 0.00%
11 N/A 0.00% 0.05% 0.00%

Only in IJT

336 total
  • FormFactor, Inc. 1.36%
  • Viasat, Inc. 1.33%
  • Argan, Inc. 1.22%
  • BrightSpring Health Services, Inc. 1.21%
  • Krystal Biotech, Inc. 1.07%
  • ESCO Technologies, Inc. 0.99%
  • Alkermes plc 0.96%
  • Everus Construction Group, Inc. 0.93%
  • StoneX Group, Inc. 0.91%
  • Corcept Therapeutics, Inc. 0.91%

Only in SCHD

88 total
  • QUALCOMM Inc 6.74%
  • Texas Instruments Inc 5.90%
  • UnitedHealth Group Inc 5.09%
  • Coca-Cola Co/The 3.96%
  • Merck & Co Inc 3.86%
  • Chevron Corp 3.83%
  • Verizon Communications Inc 3.65%
  • Procter & Gamble Co/The 3.55%
  • ConocoPhillips 3.51%
  • Amgen Inc 3.47%

Percentages are holdings overlap with the named fund.

Open IJT or SCHD 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.