Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
IJT vs SCHD: how they differ
IJT and SCHD hold 1% of their weight in the same names, and SCHD returned more over the year.
iShares S&P Small-Cap 600 Growth ETF and Schwab U.S. Dividend Equity ETF.
What they hold in common
By the books each fund has filed, IJT and SCHD hold 1% of their money in the same securities at the same weight.
| Holding | IJT | SCHD |
|---|---|---|
| Moelis & Co. | 0.26% | 0.13% |
| Artisan Partners Asset Management, Inc. | 0.15% | 0.07% |
| OFG Bancorp | 0.10% | 0.05% |
| Cohen & Steers, Inc. | 0.11% | 0.05% |
| City Holding Co. | 0.14% | 0.04% |
| Interparfums, Inc. | 0.13% | 0.04% |
| Lakeland Financial Corp. | 0.08% | 0.04% |
| Clearway Energy, Inc. | 0.46% | 0.04% |
| Buckle, Inc. (The) | 0.09% | 0.04% |
| Preferred Bank | 0.12% | 0.03% |
| AMERISAFE, Inc. | 0.03% | 0.01% |
| Only in IJT | Only in SCHD |
|---|---|
| FormFactor, Inc. 1.38% | QUALCOMM Inc 6.75% |
| Viasat, Inc. 1.35% | Texas Instruments Inc 5.92% |
| Argan, Inc. 1.24% | UnitedHealth Group Inc 5.10% |
| BrightSpring Health Services, Inc. 1.22% | Coca-Cola Co/The 3.96% |
| Krystal Biotech, Inc. 1.08% | Merck & Co Inc 3.87% |
| ESCO Technologies, Inc. 1.00% | Chevron Corp 3.84% |
| Alkermes plc 0.97% | Verizon Communications Inc 3.66% |
| Everus Construction Group, Inc. 0.94% | 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 dated Jun 30, 2026 and May 31, 2026.
| IJT iShares S&P Small-Cap 600 Growth ETF | SCHD Schwab U.S. Dividend Equity ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | Schwab |
| What it is | S&P Small-Cap 600 Growth | US dividend |
| Total return, 1 year | +17.6% | +27.6% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | +0.1 pts | +10.1 pts |
| Expense ratio | 0.18% | 0.06% |
| Already in the S&P 500 | 0.0% | 95.1% |
| Holdings | 347 | 99 |
IJT in plain words
IJT is an index equity fund tracking the S&P Small-Cap 600 Growth. Over the year to Sep 11, 2026 it returned +17.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.18% 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 347 positions, with the top ten at 11.0%. It sat 7.0% below its high of Aug 4, 2026 on Sep 11, 2026.
SCHD in plain words
SCHD is an index equity fund tracking the US dividend. Over the year to Sep 11, 2026 it returned +27.6% 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 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%. It sat 3.1% below its high of Aug 24, 2026 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, IJT or SCHD?
- In the year to Sep 12, 2026, with distributions reinvested, IJT returned +17.6% and SCHD returned +27.6%, so SCHD returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IJT or SCHD?
- IJT charges 0.18% a year and SCHD charges 0.06%, so SCHD is cheaper. Fees come from each fund's prospectus.
- How much do IJT and SCHD overlap with the S&P 500?
- By their latest filed holdings, 0% of IJT 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.
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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, IJT against SCHD, data as of Sep 12, 2026. https://etfiq.com/compare/any/IJT-SCHD Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources