ETF comparison
IJR vs SCHD
US Small Cap vs Dividend.
iShares Core S&P Small-Cap ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
24 positions appear in both funds. Buying equal dollars of IJR and SCHD would leave roughly 1.3% 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
Expense ratios are effectively identical (0.060% vs 0.060%).
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 SCHD.
Top shared holdings
24 shared in total| # | Holding | In IJR | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | MOELIS & COMPANY | 0.22% | 0.12% | 0.12% |
| 2 | ROBERT HALF INC | 0.17% | 0.11% | 0.11% |
| 3 | KORN FERRY | 0.19% | 0.11% | 0.11% |
| 4 | CLEARWAY ENERGY INC | 0.22% | 0.09% | 0.09% |
| 5 | CVB FINANCIAL CORP | 0.20% | 0.09% | 0.09% |
| 6 | ARTISAN PARTNERS ASSET MANAGEMENT INC | 0.13% | 0.07% | 0.07% |
| 7 | BANNER CORP | 0.12% | 0.06% | 0.06% |
| 8 | WESTERN UNION COMPANY (THE) | 0.12% | 0.05% | 0.05% |
| 9 | COHEN & STEERS INC | 0.11% | 0.05% | 0.05% |
| 10 | OFG BANCORP | 0.11% | 0.05% | 0.05% |
| 11 | INTERPARFUMS INC | 0.11% | 0.05% | 0.05% |
| 12 | CITY HOLDING COMPANY | 0.10% | 0.05% | 0.05% |
Only in IJR
579 total- FORMFACTOR INC 0.67%
- VIASAT INC 0.66%
- MOLINA HEALTHCARE INC 0.64%
- 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%
Only in SCHD
75 total- Merck & Co Inc 4.76%
- Amgen Inc 4.70%
- Abbott Laboratories 4.68%
- Coca-Cola Co/The 4.16%
- Chevron Corp 4.01%
- Verizon Communications Inc 3.96%
- ConocoPhillips 3.93%
- Home Depot Inc/The 3.87%
- Procter & Gamble Co/The 3.82%
- UnitedHealth Group Inc 3.82%
Related comparisons
More comparisons with IJR
- IJR vs FELC · Fidelity Enhanced Large Cap Core ETF 1.2%
- IJR vs FBCG · Fidelity Blue Chip Growth ETF 1.0%
- IJR vs JAVA · JPMorgan Active Value ETF 0.9%
- IJR vs LRGF · iShares U.S. Equity Factor ETF 0.8%
- IJR vs IVOO · Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 0.8%
- IJR vs FELG · Fidelity Enhanced Large Cap Growth ETF 0.7%
More comparisons with SCHD
- SCHD vs SPSM · State Street SPDR Portfolio S&P 600 Small Cap ETF 1.3%
- SCHD vs VIOO · Vanguard S&P Small-Cap 600 Index Fund ETF Shares 1.3%
- SCHD vs IJS · iShares S&P Small-Cap 600 Value ETF 1.2%
- SCHD vs VIOV · Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 1.2%
- SCHD vs IWN · iShares Russell 2000 Value ETF 1.1%
- SCHD vs VOOG · Vanguard S&P 500 Growth Index Fund ETF Shares 0.9%
Percentages are holdings overlap with the named fund.
Open IJR 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.