IJR vs SCHX: Holdings Overlap
IJRiShares Core S&P Small-Cap ETF
iShares · 605 holdings · $113.4B · as of 2026-03-31
Schwab · 748 holdings · $74.3B · as of 2026-05-31
Holdings snapshots are 61 days apart (IJR: 2026-03-31, SCHX: 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 SCHX?
iShares Core S&P Small-Cap ETF (IJR, by iShares) holds 605 positions; Schwab U.S. Large-Cap ETF (SCHX, by Schwab) holds 748. They have 12 holdings in common, and by portfolio weight the two funds are 0.1% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 0.1%Sum of the smaller weight of each shared holding
- Shared Holdings
- 12IJR holds 605 · SCHX holds 748
- Weight in Shared Holdings
- IJR 5%·SCHX 0%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
593 of 605 positions (93.6% of the fund) are not held by SCHX. Showing the top 30 by weight.
Sector Breakdown
| Sector | IJR | SCHX |
|---|---|---|
| Information Technology | 12.7% | 37.4% |
| Financials | 17.4% | 11.4% |
| Industrials | 17.1% | 9.1% |
| Consumer Discretionary | 13.2% | 9.7% |
| Health Care | 11.1% | 8.4% |
| Other Sectors | 26.0% | 23.9% |
| Unclassified | 0.9% | 0.0% |
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 SCHX).
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% |
| SCHX | +3.5% | +14.0% | +23.2% | +21.2% | +12.8% | +15.3% | 0.99% |
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 SCHX →
Shared Holdings(12)
The top 10 shared positions account for 89% of the overlap, led by MOH, QRVO and EMN.
 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% |
 LKQLKQ Corporation COM | 0.49% | 0.01% | 0.01% |
 PAYCPaycom Software Inc COM | 0.39% | 0.01% | 0.01% |
 ETSYEtsy Inc COM | 0.32% | 0.01% | 0.01% |
 KMXCarmax Inc COM | 0.38% | 0.01% | 0.01% |
 LWLamb Weston Holdings Inc COM | 0.38% | 0.01% | 0.01% |
 MHKMohawk Industries, Inc. COM | 0.33% | 0.01% | 0.01% |
 MKTXMarketAxess Holdings Inc. COM | 0.38% | 0.01% | 0.01% |
 ADTADT Inc COM | 0.22% | 0.01% | 0.01% |
Frequently Asked Questions
How much do IJR and SCHX overlap?
IJR and SCHX overlap by 0.1% of portfolio weight. They share 12 holdings (IJR holds 605 positions and SCHX holds 748), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IJR and SCHX?
The two portfolios are 0.1% 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 SCHX?
The largest positions held by both funds are MOH, QRVO, EMN, MTCH and LKQ. Together the top 10 shared positions account for 89% of the total overlap.
What does IJR own that SCHX doesn't?
593 positions (93.6% of IJR) are unique to IJR, led by ESI, PRIM and VIAV. In the other direction, 736 positions (99.7% of SCHX) are unique to SCHX.