Data as of Sep 4, 2026. Both funds on the fields they both publish, from the same sources.
IJR vs SCHD
iShares Core S&P Small-Cap ETF and Schwab U.S. Dividend Equity ETF.
What they hold in common
By the books each fund has filed, IJR and SCHD hold 1% of their money in the same securities at the same weight.
| Holding | IJR | SCHD |
|---|---|---|
| MOELIS & COMPANY | 0.23% | 0.13% |
| KORN FERRY | 0.19% | 0.09% |
| ROBERT HALF INC | 0.17% | 0.07% |
| ARTISAN PARTNERS ASSET MANAGEMENT INC | 0.14% | 0.07% |
| CVB FINANCIAL CORP | 0.21% | 0.07% |
| WESTERN UNION COMPANY (THE) | 0.12% | 0.07% |
| BANNER CORP | 0.12% | 0.06% |
| OFG BANCORP | 0.12% | 0.05% |
| COHEN & STEERS INC | 0.12% | 0.05% |
| NATIONAL BANK HOLDINGS CORP | 0.11% | 0.05% |
| CITY HOLDING COMPANY | 0.10% | 0.04% |
| INTERPARFUMS INC | 0.11% | 0.04% |
| Only in IJR | Only in SCHD |
|---|---|
| FORMFACTOR INC 0.69% | QUALCOMM Inc 6.75% |
| VIASAT INC 0.68% | Texas Instruments Inc 5.92% |
| MOLINA HEALTHCARE INC 0.66% | UnitedHealth Group Inc 5.10% |
| ARGAN INC 0.62% | Coca-Cola Co/The 3.96% |
| BRIGHTSPRING HEALTH SERVICES INC 0.61% | Merck & Co Inc 3.87% |
| ELEMENT SOLUTIONS INC 0.61% | Chevron Corp 3.84% |
| MAXLINEAR INC 0.60% | Verizon Communications Inc 3.66% |
| KRYSTAL BIOTECH INC 0.54% | Procter & Gamble Co/The 3.55% |
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings as filed for Jun 30, 2026 and May 31, 2026.
| IJR iShares Core S&P Small-Cap ETF | SCHD Schwab U.S. Dividend Equity ETF | |
|---|---|---|
| Where it sits | Core fund | Core fund |
| Issuer | iShares | Schwab |
| What it is | S&P SmallCap 600 | US dividend |
| Total return, 1 year | +24.0% | +30.3% |
| S&P 500 over the same days | +20.0% | +20.0% |
| Gap to the S&P 500 | +4.0 pts | +10.3 pts |
| Expense ratio | 0.06% | 0.06% |
| Already in the S&P 500 | 0.0% | 95.1% |
| Holdings | 603 | 99 |
IJR in plain words
IJR is a index equity fund tracking S&P SmallCap 600. Over the year to Sep 4, 2026 it returned +24.0% with distributions reinvested, against +20.0% for the S&P 500 and +25.6% for the Nasdaq-100. The prospectus expense ratio is 0.06% a year. By its holdings filed for Jun 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 603 positions, with the top ten at 6.0%. It sat 3.4% below its high of Aug 14, 2026 on Sep 4, 2026.
SCHD in plain words
SCHD is a index equity fund tracking US dividend. Over the year to Sep 4, 2026 it returned +30.3% with distributions reinvested, against +20.0% for the S&P 500 and +25.6% for the Nasdaq-100. The prospectus expense ratio is 0.06% a year. By its holdings filed for May 31, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 99 positions, with the top ten at 43.7%.
Questions people ask
- Which returned more over the last year, IJR or SCHD?
- In the year to Sep 4, 2026, with distributions reinvested, IJR returned +24.0% and SCHD returned +30.3%, so SCHD returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IJR or SCHD?
- IJR charges 0.06% a year and SCHD charges 0.06%, so IJR is cheaper. Fees come from each fund's prospectus.
- How much do IJR and SCHD overlap with the S&P 500?
- By their latest filed holdings, 0% of IJR and 95% of SCHD by weight is stocks the S&P 500 already holds. Between the two funds, 1% of their books are the same securities at the same weight.
Other comparisons
Where to next
Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
Cite this page. ETFIQ, IJR against SCHD, data as of Sep 4, 2026. https://etfiq.com/compare/any/IJR-SCHD.html Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources