IJR vs SCHB: Holdings Overlap
IJRiShares Core S&P Small-Cap ETF
iShares · 605 holdings · $113.4B · as of 2026-03-31
SCHBSchwab U.S. Broad Market ETF
Schwab · 2407 holdings · $44.7B · as of 2026-05-31
Holdings snapshots are 61 days apart (IJR: 2026-03-31, SCHB: 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 SCHB?
iShares Core S&P Small-Cap ETF (IJR, by iShares) holds 605 positions; Schwab U.S. Broad Market ETF (SCHB, by Schwab) holds 2407. They have 591 holdings in common, and by portfolio weight the two funds are 2.3% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 2.3%Sum of the smaller weight of each shared holding
- Shared Holdings
- 591IJR holds 605 · SCHB holds 2407
- Weight in Shared Holdings
- IJR 96%·SCHB 2%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
14 of 605 positions (2.0% of the fund) are not held by SCHB.
Sector Breakdown
| Sector | IJR | SCHB |
|---|---|---|
| Information Technology | 12.7% | 36.4% |
| Financials | 17.4% | 11.6% |
| Industrials | 17.1% | 9.6% |
| Consumer Discretionary | 13.2% | 9.7% |
| Health Care | 11.1% | 8.7% |
| Other Sectors | 26.0% | 23.8% |
| Unclassified | 0.9% | 0.1% |
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, 0% of SCHB).
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% |
| SCHB | +3.3% | +14.6% | +24.0% | +20.9% | +12.4% | +14.9% | 1.00% |
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 SCHB →
Shared Holdings(591)
The top 10 shared positions account for 7% of the overlap, led by SANM, SMTC and DOCN.
 SANMSanmina Corp COM | 0.46% | 0.02% | 0.02% |
|---|---|---|---|
 SMTCSemtech Corporation COM | 0.46% | 0.02% | 0.02% |
 DOCNDigitalOcean Holdings Inc COM | 0.44% | 0.02% | 0.02% |
 VIAVViavi Solutions Inc COM | 0.50% | 0.02% | 0.02% |
 VSATViaSat, Inc. COM | 0.41% | 0.01% | 0.01% |
 LUMNLumen Technologies Inc COM | 0.36% | 0.01% | 0.01% |
 ESIElement Solutions Inc COM | 0.51% | 0.01% | 0.01% |
 FORMFormfactor Inc COM | 0.49% | 0.01% | 0.01% |
 AGXArgan Inc COM | 0.49% | 0.01% | 0.01% |
 ENPHEnphase Energy Inc COM | 0.32% | 0.01% | 0.01% |
 MOHMolina Healthcare, Inc. COM | 0.45% | 0.01% | 0.01% |
 QRVOQorvo Inc COM | 0.43% | 0.01% | 0.01% |
 EMNEastman Chemical Company COM | 0.57% | 0.01% | 0.01% |
 MTCHMatch Group Inc COM | 0.47% | 0.01% | 0.01% |
 POWLPowell Industries Inc. COM | 0.33% | 0.01% | 0.01% |
 BTSGBrightSpring Health Services Inc. COM | 0.37% | 0.01% | 0.01% |
 SNEXStoneX Group Inc COM | 0.37% | 0.01% | 0.01% |
 MXLMaxlinear Inc COM | 0.09% | 0.01% | 0.01% |
 KRYSKrystal Biotech Inc COM | 0.44% | 0.01% | 0.01% |
 ECGEverus Construction Group Inc. COM | 0.39% | 0.01% | 0.01% |
 ESEESCO Technologies Inc. COM | 0.48% | 0.01% | 0.01% |
 JXNJackson Financial Inc COM CL A | 0.20% | 0.01% | 0.01% |
 RHPRyman Hospitality Properties Inc COM | 0.38% | 0.01% | 0.01% |
 MYRGMYR Grp Inc COM | 0.29% | 0.01% | 0.01% |
 PLXSPlexus Corp COM | 0.35% | 0.01% | 0.01% |
Showing the top 250 of 591 shared holdings by overlap weight.
Frequently Asked Questions
How much do IJR and SCHB overlap?
IJR and SCHB overlap by 2.3% of portfolio weight. They share 591 holdings (IJR holds 605 positions and SCHB holds 2407), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IJR and SCHB?
The two portfolios are 2.3% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of IJR and SCHB?
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 SCHB doesn't?
14 positions (2.0% of IJR) are unique to IJR, led by AVLA, SDA and 1JK. In the other direction, 1816 positions (97.6% of SCHB) are unique to SCHB.