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ETF comparison

IJR vs SCHV

US Small Cap vs US Value.

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

Holdings overlap

Weighted by ISIN/CUSIP
0.3 %

14 positions appear in both funds. Buying equal dollars of IJR and SCHV would leave roughly 0.3% of each dollar exposed to the same underlying securities.

IJR unmatched 97.3% Shared 0.3% SCHV unmatched 99.5%

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
589 positions
Shared
14 positions
In SCHV only
541 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%
SCHV

Schwab U.S. Large-Cap Value ETF

Schwab · US Value

94 composite / 100
Expense ratio
0.040%
Net assets
$15.68B
TTM yield
1.80%
Top-10 conc.
20.3%

Sub-score comparison

94
Cost
96
88
Tax efficiency
87
100
Liquidity
100
99
Concentration
85
—
Tracking quality
—
IJR sub-score SCHV

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

Cost difference

SCHV is 2 bps cheaper than IJR. On a $100,000 position that's about $20/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 SCHV.

Top shared holdings

14 shared in total
# Holding In IJR In SCHV Overlap
1 MOLINA HEALTHCARE INC 0.64% 0.03% 0.03%
2 MATCH GROUP INC 0.48% 0.03% 0.03%
3 CARMAX INC 0.41% 0.03% 0.03%
4 EASTMAN CHEMICAL COMPANY 0.41% 0.03% 0.03%
5 ETSY INC 0.39% 0.02% 0.02%
6 QORVO INC 0.40% 0.02% 0.02%
7 CONAGRA BRANDS INC 0.34% 0.02% 0.02%
8 LAMB WESTON HOLDINGS INC 0.32% 0.02% 0.02%
9 MOHAWK INDUSTRIES INC 0.34% 0.02% 0.02%
10 LKQ CORP 0.36% 0.02% 0.02%
11 EPAM SYSTEMS INC 0.22% 0.02% 0.02%
12 MARKETAXESS HOLDINGS INC 0.22% 0.02% 0.02%

Only in IJR

589 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%
  • ALKERMES PLC 0.47%
  • EVERUS CONSTRUCTION GROUP INC 0.46%

Only in SCHV

541 total
  • Micron Technology Inc 3.40%
  • JPMorgan Chase & Co 3.00%
  • Berkshire Hathaway Inc 2.91%
  • ExxonMobil Holdings Corp 2.10%
  • Johnson & Johnson 2.01%
  • Walmart Inc 1.45%
  • AbbVie Inc 1.43%
  • Intel Corp 1.39%
  • Cisco Systems Inc 1.37%
  • Bank of America Corp 1.27%

Percentages are holdings overlap with the named fund.

Open IJR or SCHV 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.