Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.
IJS vs SCHD: how they differ
IJS and SCHD hold 0% of their weight in the same names, and SCHD returned more over the year.
iShares S&P Small-Cap 600 Value ETF and Schwab U.S. Dividend Equity ETF.
What they hold in common
By the books each fund has filed, IJS and SCHD hold 0% of their money in the same securities at the same weight.
| Only in IJS | Only in SCHD |
|---|---|
| BLK CSH FND TREASURY SL AGENCY 1.68% | QUALCOMM Inc 6.75% |
| MATCH GROUP INC 1.08% | Texas Instruments Inc 5.92% |
| PAYCOM SOFTWARE 0.99% | UnitedHealth Group Inc 5.10% |
| SM ENERGY 0.96% | Coca-Cola Co/The 3.96% |
| CARMAX INC 0.95% | Merck & Co Inc 3.87% |
| EASTMAN CHEMICAL 0.86% | Chevron Corp 3.84% |
| JACKSON FINANCIAL CLASS A 0.81% | Verizon Communications Inc 3.66% |
| LINCOLN NATIONAL CORP 0.79% | 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 May 31, 2026 and Sep 10, 2026.
| IJS iShares S&P Small-Cap 600 Value 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 Value | US dividend |
| Total return, 1 year | +22.1% | +27.6% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | +4.7 pts | +10.1 pts |
| Expense ratio | 0.18% | 0.06% |
| Already in the S&P 500 | 0.0% | 95.1% |
| Holdings | 466 | 99 |
IJS in plain words
IJS is an index equity fund tracking the S&P Small-Cap 600 Value. Over the year to Sep 11, 2026 it returned +22.1% 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 Sep 10, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 466 positions, with the top ten at 9.7%. It sat 4.3% below its high of Aug 14, 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, IJS or SCHD?
- In the year to Sep 13, 2026, with distributions reinvested, IJS returned +22.1% and SCHD returned +27.6%, so SCHD returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IJS or SCHD?
- IJS charges 0.18% a year and SCHD charges 0.06%, so SCHD is cheaper. Fees come from each fund's prospectus.
- How much do IJS and SCHD overlap with the S&P 500?
- By their latest filed holdings, 0% of IJS and 95% of SCHD 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.
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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, IJS against SCHD, data as of Sep 13, 2026. https://etfiq.com/compare/any/ijs-vs-schd Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources