Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
IJR vs SCHX: how they differ
IJR and SCHX hold 0% of their weight in the same names, and IJR returned more over the year.
iShares Core S&P Small-Cap ETF and Schwab U.S. Large-Cap ETF.
What they hold in common
By the books each fund has filed, IJR and SCHX hold 0% of their money in the same securities at the same weight.
| Holding | IJR | SCHX |
|---|---|---|
| EASTMAN CHEMICAL COMPANY | 0.42% | 0.01% |
| MATCH GROUP INC | 0.49% | 0.01% |
| MOLINA HEALTHCARE INC | 0.66% | 0.01% |
| QORVO INC | 0.41% | 0.01% |
| ETSY INC | 0.40% | 0.01% |
| LKQ CORP | 0.37% | 0.01% |
| PAYCOM SOFTWARE INC | 0.29% | 0.01% |
| CARMAX INC | 0.42% | 0.01% |
| CONAGRA BRANDS INC | 0.35% | 0.01% |
| EPAM SYSTEMS INC | 0.23% | 0.01% |
| LAMB WESTON HOLDINGS INC | 0.33% | 0.01% |
| POOL CORP | 0.38% | 0.01% |
| Only in IJR | Only in SCHX |
|---|---|
| FORMFACTOR INC 0.69% | NVIDIA Corp 7.51% |
| VIASAT INC 0.68% | Apple Inc 6.71% |
| ARGAN INC 0.62% | Microsoft Corp 4.89% |
| BRIGHTSPRING HEALTH SERVICES INC 0.61% | Amazon.com Inc 3.87% |
| ELEMENT SOLUTIONS INC 0.61% | Alphabet Inc 3.24% |
| MAXLINEAR INC 0.60% | Broadcom Inc 3.10% |
| KRYSTAL BIOTECH INC 0.54% | Alphabet Inc 2.58% |
| ESCO TECHNOLOGIES INC 0.50% | Meta Platforms Inc 2.02% |
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 dated Jun 30, 2026 and May 31, 2026.
| IJR iShares Core S&P Small-Cap ETF | SCHX Schwab U.S. Large-Cap ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | Schwab |
| What it is | S&P SmallCap 600 | U.S. Large-Cap |
| Total return, 1 year | +19.9% | +16.8% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | +2.4 pts | −0.7 pts |
| Expense ratio | 0.06% | 0.03% |
| Already in the S&P 500 | 0.0% | 94.9% |
| Holdings | 603 | 748 |
IJR in plain words
IJR is an index equity fund tracking the S&P SmallCap 600. Over the year to Sep 11, 2026 it returned +19.9% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% 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 5.5% below its high of Aug 14, 2026 on Sep 11, 2026.
SCHX in plain words
SCHX is an index equity fund tracking the U.S. Large-Cap. Over the year to Sep 11, 2026 it returned +16.8% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.03% 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 748 positions, with the top ten at 37.3%.
Questions people ask
- Which returned more over the last year, IJR or SCHX?
- In the year to Sep 12, 2026, with distributions reinvested, IJR returned +19.9% and SCHX returned +16.8%, so IJR returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IJR or SCHX?
- IJR charges 0.06% a year and SCHX charges 0.03%, so SCHX is cheaper. Fees come from each fund's prospectus.
- How much do IJR and SCHX overlap with the S&P 500?
- By their latest filed holdings, 0% of IJR and 95% of SCHX by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.
Other comparisons
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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 SCHX, data as of Sep 12, 2026. https://etfiq.com/compare/any/IJR-SCHX Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources