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

In the year to Oct 28, 2026, with distributions reinvested, IJR returned +17.5% and SCHX +13.1%.

Which is cheaper, IJR or SCHX?

SCHX 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 SCHX overlap with the S&P 500?

By their latest filed holdings, 0% of IJR and 94% of SCHX by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

IJR vs SCHX: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IJR returned +17.5% to SCHX's +13.1%; 0% 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 $74.2bn on Aug 31, 2026 for Schwab U.S. Large-Cap ETF.

IJR on its own →SCHX on its own →

At a glance

+17.5%

IJR total return, 1 year

+13.1%

SCHX total return, 1 year

0.06%

IJR expense ratio

0.03%

SCHX expense ratio

Pair scorecard

SCHX costs 0.03 points a year less; their one-year returns differ by 4.4 points.

IJR vs SCHX: Differences, Returns & Fees
Measure	IJR	SCHX
Return
Measure	IJR	SCHX
Total return, 1 year	+17.5%	+13.1%
Drawdown
Measure	IJR	SCHX
Below its high	6.8%, high on Aug 14, 2026
Benchmark
Measure	IJR	SCHX
What it tracks	S&P SmallCap 600	Dow Jones U.S. Large-Cap Total Stock Market Index
Cost and size
Measure	IJR	SCHX
Expense ratio	0.06%	0.03%
Net assets, IJR as of Oct 27, 2026 and SCHX as of Aug 31, 2026	$104.6bn	$74.2bn
Holdings
Measure	IJR	SCHX
Holdings in common	0%
Top ten holdings, share of the fund	5.3%	36.0%

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

What they share

By the books each fund has filed, IJR and SCHX hold 0% 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

0% in common

Positions both hold · largest shared weight first IJR SCHX

MATCH GROUP INC 0.57% 0.01%

PAYCOM SOFTWARE 0.57% 0.01%

CARMAX INC 0.43% 0.01%

EASTMAN CHEMICAL 0.43% 0.01%

CONAGRA BRANDS 0.39% 0.01%

ETSY 0.43% 0.01%

LAMB WESTON HOLDINGS 0.42% 0.01%

BUILDERS FIRSTSOURCE INC 0.35% 0.01%

MOHAWK INDUSTRIES 0.36% 0.01%

EPAM SYSTEMS 0.39% 0.01%

LKQ CORP 0.25% 0.01%

MARKETAXESS HOLDINGS 0.33% 0.01%

Only in one fund ↓

Only in IJR

GLAUKOS 0.61%

VIASAT INC 0.55%

SM ENERGY 0.53%

PROTAGONIST THERAPEUTICS 0.52%

RYMAN HOSPITALITY PROPERTIES REIT 0.51%

JACKSON FINANCIAL CLASS A 0.48%

LIFE TIME GROUP HOLDINGS 0.48%

ELEMENT SOLUTIONS INC 0.46%

Only in SCHX

NVIDIA Corp 7.69%

Apple Inc 6.69%

Microsoft Corp 5.42%

Amazon.com Inc 3.66%

Alphabet Inc 2.86%

Broadcom Inc 2.52%

Alphabet Inc 2.28%

Meta Platforms Inc 1.81%

Check overlap with more funds →

Side by side

IJR iShares Core S&P Small-Cap ETF SCHX Schwab U.S. Large-Cap ETF

Where it sits Stock ETF Stock ETF

Issuer iShares Schwab

What it is Tracks the S&P SmallCap 600 Tracks an index of U.S. Large-Cap

Total return, 1 year +17.5% +13.1%

Its benchmark over the same days +17.6% (SPSM) +13.7% (IVV)

Gap to its benchmark −0.1 pts vs SPSM −0.6 pts vs IVV

Expense ratio 0.06% 0.03%

Already in the S&P 500 0.0% 93.6%

Holdings 642 747

Net assets, IJR as of Oct 27, 2026 and SCHX as of Aug 31, 2026 $104.6bn $74.2bn

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

Alert

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.

SCHX

SCHX tracks an index of U.S. Large-Cap. Over the year to Oct 28, 2026 it returned +13.1% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.03% a year. By its holdings filed for Aug 31, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 747 positions, with the top ten at 36.0%.

Questions people ask

Which returned more over the last year, IJR or SCHX?: In the year to Oct 28, 2026, with distributions reinvested, IJR returned +17.5% and SCHX +13.1%.
Which is cheaper, IJR or SCHX?: SCHX 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 SCHX overlap with the S&P 500?: By their latest filed holdings, 0% of IJR and 94% of SCHX by weight is stocks the S&P 500 already holds.

Other comparisons

IJR vs ITOT IJR vs VIG IJR vs IWB IJR vs QUAL SCHX vs VB IWM vs SCHX SCHX vs VTWO IJT vs SCHX

Where to next

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

Sources and dates

IJR filings on SEC EDGAR ↗

IJR prospectus with the expense ratio (SEC) ↗

iShares page for IJR ↗

SCHX filings on SEC EDGAR ↗

SCHX 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 SCHX, data as of Oct 28, 2026. https://etfiq.com/compare/any/ijr-vs-schx

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