US small-cap ETFs
IJR vs SCHA.
iShares Core S&P Small-Cap ETF (S&P SmallCap 600) against Schwab U.S. Small-Cap ETF (Dow Jones U.S. Small-Cap) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
Performance · total returndaily bars · as of 2026-07-16
| IJR | SCHA | SPREAD | |
|---|---|---|---|
| YTD (cumulative) | +23.0% | — | — |
| 1Y CAGR | +33.7% | — | — |
| 3Y CAGR | +15.0% | — | — |
| 5Y CAGR | +8.36% | — | — |
| 10Y CAGR | +10.9% | — | — |
| Since inception CAGR | +10.2% | — | — |
Total return: dividend- and split-adjusted daily closes (distributions reinvested). Spread is IJR minus SCHA. IJR since-inception measured from first available bar May 26, 2000. Since-inception spans differ — compare that row with care.
Fund facts
| IJR | SCHA | |
|---|---|---|
| Name | iShares Core S&P Small-Cap ETF | Schwab U.S. Small-Cap ETF |
| Category | Small Blend | Small Blend |
| Style | Passive | Passive |
| Expense ratio | 0.06% | 0.04% |
| Assets (AUM) | $111.3B | $24.2B |
| Dividend yield | 1.11% | 0.99% |
| Avg volume (3-mo) | 4.0M | 2.2M |
| Inception | May 22, 2000 | November 3, 2009 |
| Benchmark proxy | S&P SmallCap 600 | S&P 500 |
SCHA costs 0.02 pp less per year — about $2.00 per $10,000 invested.
Holdings overlaptop-25 holdings · coverage IJR 7.4% · SCHA 11.3%
0.0%of portfolio weight overlaps0 shared of top 10
Sum of min(weight in each fund) across shared tickers — the standard fund-overlap measure. Computed on the top 25 holdings each fund reports, so it is a lower bound; the coverage figures show how much of each fund those top holdings represent.
Sector tilt IJR SCHA
Technology15.5% / 23.2%-7.7pp
Financial Services17.0% / 15.0%+2.0pp
Industrials15.6% / 15.5%+0.0pp
Healthcare
More us small-cap etfs
ALAN GLOBAL INTELLIGENCE · alanglobalintelligence.comdaily bars as of 2026-07-16 · fund facts · issuer-verified · holdings · fund data provider
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For information and research only. Not investment advice. ALAN does not place trades or execute orders. Figures come from the sources shown and can lag the market; verify independently before making decisions. Past performance is not predictive of future results.