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ETF comparison

IJR vs SCHA

Both US Small Cap.

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

Holdings overlap

Weighted by ISIN/CUSIP
34.6 %

578 positions appear in both funds. Buying equal dollars of IJR and SCHA would leave roughly 34.6% of each dollar exposed to the same underlying securities.

IJR unmatched 63.0% Shared 34.6% SCHA unmatched 65.3%

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 IJR only
25 positions
Shared
578 positions
In SCHA only
1,127 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
$105.58B
TTM yield
1.21%
Top-10 conc.
10.8%
SCHA

Schwab U.S. Small-Cap ETF

Schwab · US Small Cap

96 composite / 100
Expense ratio
0.030%
Net assets
$22.04B
TTM yield
1.11%
Top-10 conc.
10.1%

Sub-score comparison

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

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

Cost difference

SCHA 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 SCHA.

Top shared holdings

578 shared in total
# Holding In IJR In SCHA Overlap
1 CORCEPT THERAPEUTICS INC 0.45% 0.23% 0.23%
2 GLAUKOS CORP 0.44% 0.22% 0.22%
3 BRINKER INTERNATIONAL INC 0.39% 0.21% 0.21%
4 KRYSTAL BIOTECH INC 0.53% 0.20% 0.20%
5 BRIGHTSPRING HEALTH SERVICES INC 0.60% 0.19% 0.19%
6 VIASAT INC 0.66% 0.19% 0.19%
7 PROTAGONIST THERAPEUTICS INC 0.40% 0.19% 0.19%
8 RYMAN HOSPITALITY PROPERTIES INC 0.44% 0.18% 0.18%
9 SM ENERGY COMPANY 0.32% 0.18% 0.18%
10 ELEMENT SOLUTIONS INC 0.59% 0.17% 0.17%
11 FORMFACTOR INC 0.67% 0.16% 0.16%
12 ALKERMES PLC 0.47% 0.16% 0.16%

Only in IJR

25 total
  • MOLINA HEALTHCARE INC 0.64%
  • MATCH GROUP INC 0.48%
  • EASTMAN CHEMICAL COMPANY 0.41%
  • CARMAX INC 0.41%
  • QORVO INC 0.40%
  • ETSY INC 0.39%
  • GATES INDUSTRIAL CORP PLC 0.38%
  • POOL CORP 0.37%
  • LKQ CORP 0.36%
  • CONAGRA BRANDS INC 0.34%

Only in SCHA

1,127 total
  • Sandisk Corp 4.87%
  • Lumentum Holdings Inc 1.49%
  • Revolution Medicines Inc 0.86%
  • ATI Inc 0.59%
  • Coeur Mining Inc 0.45%
  • Guardant Health Inc 0.44%
  • MACOM Technology Solutions Holdings Inc 0.36%
  • MKS Inc 0.36%
  • Samsara Inc 0.32%
  • Pinnacle Financial Partners Inc 0.32%

Percentages are holdings overlap with the named fund.

Open IJR or SCHA 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.