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ETF comparison

IJR vs SCHB

US Small Cap vs US Total Market.

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

Holdings overlap

Weighted by ISIN/CUSIP
2.4 %

586 positions appear in both funds. Buying equal dollars of IJR and SCHB would leave roughly 2.4% of each dollar exposed to the same underlying securities.

IJR unmatched 95.3% Shared 2.4% SCHB unmatched 97.4%

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
17 positions
Shared
586 positions
In SCHB only
1,786 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%
SCHB

Schwab U.S. Broad Market ETF

Schwab · US Total Market

91 composite / 100
Expense ratio
0.030%
Net assets
$44.23B
TTM yield
1.06%
Top-10 conc.
33.7%

Sub-score comparison

94
Cost
97
88
Tax efficiency
88
100
Liquidity
100
99
Concentration
66
—
Tracking quality
—
IJR sub-score SCHB

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

Cost difference

SCHB 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 SCHB.

Top shared holdings

586 shared in total
# Holding In IJR In SCHB Overlap
1 CORCEPT THERAPEUTICS INC 0.45% 0.01% 0.01%
2 PAYCOM SOFTWARE INC 0.28% 0.01% 0.01%
3 GLAUKOS CORP 0.44% 0.01% 0.01%
4 MOLINA HEALTHCARE INC 0.64% 0.01% 0.01%
5 BRINKER INTERNATIONAL INC 0.39% 0.01% 0.01%
6 MATCH GROUP INC 0.48% 0.01% 0.01%
7 JACKSON FINANCIAL INC 0.16% 0.01% 0.01%
8 KRYSTAL BIOTECH INC 0.53% 0.01% 0.01%
9 BRIGHTSPRING HEALTH SERVICES INC 0.60% 0.01% 0.01%
10 PROTAGONIST THERAPEUTICS INC 0.40% 0.01% 0.01%
11 VIASAT INC 0.66% 0.01% 0.01%
12 RYMAN HOSPITALITY PROPERTIES INC 0.44% 0.01% 0.01%

Only in IJR

17 total
  • GATES INDUSTRIAL CORP PLC 0.38%
  • CATALYST PHARMACEUTICALS INC 0.20%
  • SELECT MEDICAL HOLDINGS CORP 0.10%
  • STELLAR BANCORP INC 0.10%
  • LEGGETT & PLATT INC 0.09%
  • TWO HARBORS INVESTMENTS CORP 0.07%
  • AVANOS MEDICAL INC 0.06%
  • WHITESTONE REIT 0.05%
  • JBG SMITH PROPERTIES LP 0.05%
  • TRUPANION INC 0.05%

Only in SCHB

1,786 total
  • NVIDIA Corp 7.20%
  • Apple Inc 6.27%
  • Microsoft Corp 5.08%
  • Amazon.com Inc 3.42%
  • Alphabet Inc 2.68%
  • Broadcom Inc 2.36%
  • Alphabet Inc 2.13%
  • Meta Platforms Inc 1.69%
  • Micron Technology Inc 1.46%
  • Tesla Inc 1.39%

Percentages are holdings overlap with the named fund.

Open IJR or SCHB 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.