ETF comparison
FNDX vs IJR
US Large Cap vs US Small Cap.
Schwab Fundamental U.S. Large Company ETF · iShares Core S&P Small-Cap ETF
Holdings overlap
76 positions appear in both funds. Buying equal dollars of FNDX and IJR would leave roughly 2.4% 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
IJR is 19 bps cheaper than FNDX. On a $100,000 position that's about $190/yr more in fees for FNDX.
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 FNDX vs IJR.
Top shared holdings
76 shared in total| # | Holding | In FNDX | In IJR | Overlap |
|---|---|---|---|---|
| 1 | Lumen Technologies Inc | 0.10% | 0.32% | 0.10% |
| 2 | Molina Healthcare Inc | 0.09% | 0.64% | 0.09% |
| 3 | CarMax Inc | 0.07% | 0.41% | 0.07% |
| 4 | ManpowerGroup Inc | 0.06% | 0.09% | 0.06% |
| 5 | Conagra Brands Inc | 0.06% | 0.34% | 0.06% |
| 6 | Eastman Chemical Co | 0.06% | 0.41% | 0.06% |
| 7 | SM Energy Co | 0.06% | 0.32% | 0.06% |
| 8 | Robert Half Inc | 0.06% | 0.17% | 0.06% |
| 9 | Kohl's Corp | 0.06% | 0.11% | 0.06% |
| 10 | Mohawk Industries Inc | 0.05% | 0.34% | 0.05% |
| 11 | Organon & Co | 0.05% | 0.19% | 0.05% |
| 12 | World Kinect Corp | 0.05% | 0.09% | 0.05% |
Only in FNDX
655 total- Apple Inc 4.46%
- Microsoft Corp 2.82%
- ExxonMobil Holdings Corp 2.42%
- Amazon.com Inc 1.80%
- Alphabet Inc 1.78%
- JPMorgan Chase & Co 1.63%
- Chevron Corp 1.61%
- Berkshire Hathaway Inc 1.60%
- UnitedHealth Group Inc 1.45%
- Intel Corp 1.42%
Only in IJR
527 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%
- MATCH GROUP INC 0.48%
- ALKERMES PLC 0.47%
Related comparisons
More comparisons with FNDX
- FNDX vs IWM · iShares Russell 2000 ETF 2.1%
- FNDX vs IWD · iShares Russell 1000 Value ETF 64.7%
- FNDX vs SCHX · Schwab U.S. Large-Cap ETF 63.3%
- FNDX vs VONE · Vanguard Russell 1000 Index Fund ETF Shares 62.8%
- FNDX vs SCHB · Schwab U.S. Broad Market ETF 62.1%
- FNDX vs IWB · iShares Russell 1000 ETF 61.3%
More comparisons with IJR
- IJR vs VTHR · Vanguard Russell 3000 Index Fund ETF Shares 2.3%
- IJR vs SDY · State Street SPDR S&P Dividend ETF 2.3%
- IJR vs IWR · iShares Russell Mid-Cap ETF 2.2%
- IJR vs PEY · Invesco High Yield Equity Dividend Achievers ETF 2.2%
- IJR vs DFUS · Dimensional U.S. Equity Market ETF 2.2%
- IJR vs FVD · First Trust Value Line Dividend Index Fund 2.2%
Percentages are holdings overlap with the named fund.
Open FNDX or IJR 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.