Which returned more over the last year, IJR or SCHB?

In the year to Oct 28, 2026, with distributions reinvested, IJR returned +17.5% and SCHB +13.4%.

Which is cheaper, IJR or SCHB?

SCHB is cheaper, by 0.03 percentage points a year. That is about $3 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do IJR and SCHB overlap with the S&P 500?

By their latest filed holdings, 0% of IJR and 88% of SCHB by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

IJR vs SCHB: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IJR returned +17.5% to SCHB's +13.4%; 2% of their weight is in the same names.

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Net assets: $104.6bn on Oct 27, 2026 for iShares Core S&P Small-Cap ETF, and $44.6bn on Aug 31, 2026 for Schwab U.S. Broad Market ETF.

IJR on its own →SCHB on its own →

At a glance

+17.5%

IJR total return, 1 year

+13.4%

SCHB total return, 1 year

0.06%

IJR expense ratio

0.03%

SCHB expense ratio

Pair scorecard

SCHB costs 0.03 points a year less; their one-year returns differ by 4.1 points.

IJR vs SCHB: Differences, Returns & Fees
Measure	IJR	SCHB
Return
Measure	IJR	SCHB
Total return, 1 year	+17.5%	+13.4%
Drawdown
Measure	IJR	SCHB
Below its high	6.8%, high on Aug 14, 2026
Benchmark
Measure	IJR	SCHB
What it tracks	S&P SmallCap 600	Dow Jones U.S. Broad Stock Market Index
Cost and size
Measure	IJR	SCHB
Expense ratio	0.06%	0.03%
Net assets, IJR as of Oct 27, 2026 and SCHB as of Aug 31, 2026	$104.6bn	$44.6bn
Holdings
Measure	IJR	SCHB
Holdings in common	2%
Top ten holdings, share of the fund	5.3%	33.7%

Holdings in common uses holdings dated Aug 31, 2026 and Oct 27, 2026. Method

Risk and return

Nov 13, 2009 to Oct 23, 2026 · 884 weekly returns

IJR SCHB

Return

Total return edge SCHB +584.5% +807.9%

Annualized edge SCHB +12.0% +13.9%

Price return edge SCHB +438.8% +582.0%

Risk

Volatility edge SCHB 21.0% 16.5%

Max drawdown edge SCHB −43.6% −33.3%

Risk-adjusted

Sharpe edge SCHB 0.57 0.78

Sortino edge SCHB 0.84 1.13

Calmar edge SCHB 0.27 0.42

Reading

SCHB returned more: +807.9% to +584.5%. SCHB swung less: 16.5% to 21.0%. SCHB fell less at its worst: −33.3% to −43.6%.

Full scorecard

9 measures, with how each is measured Open ↓

Risk and return: IJR vs SCHB: Differences, Returns & Fees
Measure	IJR	SCHB	Edge	How it is measured
Return
Total return	+584.5%	+807.9%	SCHB	Price change plus distributions, reinvested.
Annualized	+12.0%	+13.9%	SCHB	Total return as a yearly rate.
Price return	+438.8%	+582.0%	SCHB	Price change alone, distributions left out.
Risk
Volatility	21.0%	16.5%	SCHB	Spread of weekly returns, annualized. Lower is steadier.
Downside deviation	14.3%	11.4%	SCHB	Like volatility, counting only weeks below the Treasury bill rate.
Max drawdown	−43.6%	−33.3%	SCHB	Deepest fall from a high to the low after it.
Risk-adjusted
Sharpe	0.57	0.78	SCHB	Return above Treasury bills per unit of volatility.
Sortino	0.84	1.13	SCHB	Return above Treasury bills per unit of downside deviation.
Calmar	0.27	0.42	SCHB	Annualized return divided by the max drawdown.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 884 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

By the books each fund has filed, IJR and SCHB hold 2% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Oct 27, 2026.

50%

0 half 100%

half

2% in common

Positions both hold · largest shared weight first IJR SCHB

GLAUKOS 0.61% 0.01%

PAYCOM SOFTWARE 0.57% 0.01%

JACKSON FINANCIAL CLASS A 0.48% 0.01%

MATCH GROUP INC 0.57% 0.01%

CARMAX INC 0.43% 0.01%

PROTAGONIST THERAPEUTICS 0.52% 0.01%

VIASAT INC 0.55% 0.01%

CONAGRA BRANDS 0.39% 0.01%

EASTMAN CHEMICAL 0.43% 0.01%

ELEMENT SOLUTIONS INC 0.46% 0.01%

SM ENERGY 0.53% 0.01%

ALKERMES 0.42% 0.01%

Only in one fund ↓

Only in IJR

RYMAN HOSPITALITY PROPERTIES REIT 0.51%

TERRENO REALTY REIT 0.40%

MACERICH REIT 0.39%

MOLSON COORS BREWING CLASS B 0.36%

MSG KNICKERBOCKERS CLASS A 0.30%

PHILLIPS EDISON AND COMPANY 0.28%

HA SUSTAINABLE INFRASTRUCTURE CAPI 0.27%

CONCENTRA GROUP HOLDINGS PARENT IN 0.27%

Only in SCHB

NVIDIA Corp 7.20%

Apple Inc 6.27%

Microsoft Corp 5.08%

Amazon.com Inc 3.42%

Alphabet Inc 2.68%

Broadcom Inc 2.36%

Alphabet Inc 2.13%

Meta Platforms Inc 1.69%

Check overlap with more funds →

Side by side

IJR iShares Core S&P Small-Cap ETF SCHB Schwab U.S. Broad Market ETF

Where it sits Stock ETF Stock ETF

Issuer iShares Schwab

What it is Tracks the S&P SmallCap 600 Tracks an index of US broad market

Total return, 1 year +17.5% +13.4%

Its benchmark over the same days +17.6% (SPSM) not measured

Gap to its benchmark −0.1 pts vs SPSM not measured

Expense ratio 0.06% 0.03%

Already in the S&P 500 0.0% 88.0%

Holdings 642 2372

Net assets, IJR as of Oct 27, 2026 and SCHB as of Aug 31, 2026 $104.6bn $44.6bn

IJR and SCHB on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Client brief · page 1 of 2 Report BR-87DB3244AD

IJR and SCHB do different jobs. What does each one do in a portfolio?

What each follows. IJR follows S&P SmallCap 600 and SCHB follows Dow Jones U.S. Broad Stock Market Index.
Holdings in common. 2% of the weight is in the same securities (holdings dated Oct 27, 2026 and Aug 31, 2026).
One-year total return. Over 1 year to Oct 28, 2026 IJR returned +17.5% and SCHB +13.4% with distributions reinvested, a gap of 4.1 points.

Data as of Oct 28, 2026.

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About each fund

IJR

IJR tracks the S&P SmallCap 600. Over the year to Oct 28, 2026 it returned +17.5% with distributions reinvested, against +17.6% for its benchmark, the S&P SmallCap 600. The prospectus expense ratio is 0.06% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 642 positions, with the top ten at 5.3%. It sat 6.8% below its high of Aug 14, 2026 on Oct 28, 2026.

SCHB

SCHB tracks an index of US broad market. Over the year to Oct 28, 2026 it returned +13.4% with distributions reinvested. The prospectus expense ratio is 0.03% a year. By its holdings filed for Aug 31, 2026, 88% of the fund by weight is stocks the S&P 500 also holds, across 2,372 positions, with the top ten at 33.7%.

Questions people ask

Which returned more over the last year, IJR or SCHB?: In the year to Oct 28, 2026, with distributions reinvested, IJR returned +17.5% and SCHB +13.4%.
Which is cheaper, IJR or SCHB?: SCHB is cheaper, by 0.03 percentage points a year. That is about $3 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IJR and SCHB overlap with the S&P 500?: By their latest filed holdings, 0% of IJR and 88% of SCHB by weight is stocks the S&P 500 already holds.

Other comparisons

IJR vs VTI IJR vs SPY IJR vs IVV IJR vs VOO SCHA vs SCHB SCHB vs VB IWM vs SCHB SCHB vs VTWO

Where to next

IJR on its own →SCHB on its own →Hold both: look the portfolio through →Rankings →IJR dividend history →IJR holdings →SCHB dividend history →SCHB holdings →Standards and sources →

Sources and dates

IJR filings on SEC EDGAR ↗

IJR prospectus with the expense ratio (SEC) ↗

iShares page for IJR ↗

SCHB filings on SEC EDGAR ↗

SCHB prospectus with the expense ratio (SEC) ↗

Schwab website ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, IJR against SCHB, data as of Oct 28, 2026. https://etfiq.com/compare/any/ijr-vs-schb

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.