IJR vs SCHA: Holdings Overlap
IJRiShares Core S&P Small-Cap ETF
iShares · 605 holdings · $113.4B · as of 2026-03-31
Schwab · 1705 holdings · $23.3B · as of 2026-05-31
Holdings snapshots are 61 days apart (IJR: 2026-03-31, SCHA: 2026-05-31). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are IJR and SCHA?
iShares Core S&P Small-Cap ETF (IJR, by iShares) holds 605 positions; Schwab U.S. Small-Cap ETF (SCHA, by Schwab) holds 1705. They have 581 holdings in common, and by portfolio weight the two funds are 33.7% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 33.7%Sum of the smaller weight of each shared holding
- Shared Holdings
- 581IJR holds 605 · SCHA holds 1705
- Weight in Shared Holdings
- IJR 92%·SCHA 34%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in IJR
24 of 605 positions (6.7% of the fund) are not held by SCHA.
Sector Breakdown
| Sector | IJR | SCHA |
|---|---|---|
| Information Technology | 12.7% | 22.1% |
| Industrials | 17.1% | 17.7% |
| Financials | 17.4% | 15.1% |
| Health Care | 11.1% | 13.4% |
| Consumer Discretionary | 13.2% | 9.3% |
| Other Sectors | 26.0% | 21.4% |
| Unclassified | 0.9% | 0.8% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts. “Unclassified” is weight we could not classify (1% of IJR, 1% of SCHA).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IJR | +2.4% | +24.5% | +36.4% | +14.5% | +7.7% | +10.9% | 1.10% |
| SCHA | +1.0% | +22.8% | +36.7% | +17.1% | +7.9% | +10.8% | 1.02% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in IJR vs SCHA →
Shared Holdings(581)
The top 10 shared positions account for 7% of the overlap, led by SANM, SMTC and DOCN.
 SANMSanmina Corp COM | 0.46% | 0.30% | 0.30% |
|---|---|---|---|
 SMTCSemtech Corporation COM | 0.46% | 0.30% | 0.30% |
 DOCNDigitalOcean Holdings Inc COM | 0.44% | 0.26% | 0.26% |
 VIAVViavi Solutions Inc COM | 0.50% | 0.24% | 0.24% |
 VSATViaSat, Inc. COM | 0.41% | 0.23% | 0.23% |
 LUMNLumen Technologies Inc COM | 0.36% | 0.22% | 0.22% |
 FORMFormfactor Inc COM | 0.49% | 0.20% | 0.20% |
 ESIElement Solutions Inc COM | 0.51% | 0.20% | 0.20% |
 AGXArgan Inc COM | 0.49% | 0.20% | 0.20% |
 ENPHEnphase Energy Inc COM | 0.32% | 0.19% | 0.19% |
 BTSGBrightSpring Health Services Inc. COM | 0.37% | 0.17% | 0.17% |
 POWLPowell Industries Inc. COM | 0.33% | 0.17% | 0.17% |
 KRYSKrystal Biotech Inc COM | 0.44% | 0.17% | 0.17% |
 SNEXStoneX Group Inc COM | 0.37% | 0.17% | 0.17% |
 ECGEverus Construction Group Inc. COM | 0.39% | 0.16% | 0.16% |
 ESEESCO Technologies Inc. COM | 0.48% | 0.16% | 0.16% |
 JXNJackson Financial Inc COM CL A | 0.20% | 0.15% | 0.15% |
 RHPRyman Hospitality Properties Inc COM | 0.38% | 0.15% | 0.15% |
 MYRGMYR Grp Inc COM | 0.29% | 0.15% | 0.15% |
 PLXSPlexus Corp COM | 0.35% | 0.15% | 0.15% |
 RALRalliant Corp. COM | 0.31% | 0.15% | 0.15% |
 ZWSZurn Elkay Water Solutions Corporation COM | 0.43% | 0.15% | 0.15% |
 JBTMJBT Marel Corp. COM | 0.43% | 0.15% | 0.15% |
 ALKSAlkermes PLC COM USD0.01 | 0.38% | 0.15% | 0.15% |
 SMSM Energy Co. COM | 0.46% | 0.15% | 0.15% |
Showing the top 250 of 581 shared holdings by overlap weight.
Frequently Asked Questions
How much do IJR and SCHA overlap?
IJR and SCHA overlap by 33.7% of portfolio weight. They share 581 holdings (IJR holds 605 positions and SCHA holds 1705), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IJR and SCHA?
The two portfolios are 33.7% identical by weight. Owning both is defensible: they share a meaningful core, but each fund adds exposure the other lacks.
What are the biggest shared holdings of IJR and SCHA?
The largest positions held by both funds are SANM, SMTC, DOCN, VIAV and VSAT. Together the top 10 shared positions account for 7% of the total overlap.
What does IJR own that SCHA doesn't?
24 positions (6.7% of IJR) are unique to IJR, led by EMN, LKQ and MTCH. In the other direction, 1124 positions (66.1% of SCHA) are unique to SCHA.