IJR vs IWM vs SCHA vs VB: holdings overlap, shared companies and scores
As of September 11, 2026, IWM and SCHA overlap most of IJR, IWM, SCHA and VB, at 58.1% by weight, and IJR and VB least, at 18.5%. iShares Core S&P Small-Cap ETF (IJR): Owns a focused strategy. iShares Russell 2000 ETF (IWM): Russell 2000 index. Schwab U.S. Small-Cap ETF (SCHA): Owns a focused strategy. Vanguard Morningstar Small-Cap ETF (VB): U.S. small-cap equities.
Updated September 11, 2026
How much do IJR, IWM, SCHA and VB overlap?
As of September 11, 2026, of the six published pairs among IJR, IWM, SCHA and VB, IWM and SCHA overlap most at 58.1% by weight, and IJR and VB least at 18.5%.
IJR holds 608, IWM holds 1,951, SCHA holds 1,665 and VB holds 1,304 companies.
- IWM and SCHA: 58.1% by weight, 1,353 companies in both.
- IJR and IWM: 45.2% by weight, 541 companies in both.
- SCHA and VB: 44.6% by weight, 906 companies in both.
- IJR and SCHA: 33.6% by weight, 578 companies in both.
- IWM and VB: 25.5% by weight, 675 companies in both.
- IJR and VB: 18.5% by weight, 478 companies in both.
Computed by ETF Copilot from these funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score IJR, IWM, SCHA and VB?
As of September 11, 2026, ETF Copilot scores IJR 4.3 out of 10, IWM 4.2 out of 10, SCHA 4.8 out of 10 and VB 4.4 out of 10.
They differ most on Valuation: IJR 7.2, IWM 8.2, SCHA 6.7 and VB 5.9.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | IJR | IWM | SCHA | VB |
|---|---|---|---|---|
| Growth | 5.5 | 5.1 | 6.9 | 6.4 |
| Valuation | 7.2 | 8.2 | 6.7 | 5.9 |
| Risk | 2.8 | 2.4 | 3.7 | 3.0 |
| Quality | 1.4 | 0.7 | 1.0 | 1.4 |
| Return | 4.1 | 4.3 | 4.6 | 4.3 |
SCHA and VB are the cheapest here at 0.03% a year
As of September 11, 2026, IJR charges 0.06% a year, yields 1.62% and holds $110.0B in assets across 608 positions.
As of September 11, 2026, IWM charges 0.19% a year, yields 1.34% and holds $80.5B in assets across 1951 positions.
As of September 11, 2026, SCHA charges 0.03% a year, yields 1.25% and holds $22.6B in assets across 1665 positions.
As of September 11, 2026, VB charges 0.03% a year, yields 1.42% and holds $183.4B in assets across 1304 positions.
| Measure | IJR | IWM | SCHA | VB |
|---|---|---|---|---|
| Expense ratio | 0.06% | 0.19% | 0.03% | 0.03% |
| Dividend yield | 1.62% | 1.34% | 1.25% | 1.42% |
| Assets under management | $110.0B | $80.5B | $22.6B | $183.4B |
| Holdings | 608 | 1951 | 1665 | 1304 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Where IJR, IWM, SCHA and VB trade against their own history
IJR trades at 17.9 times earnings, against its own median of 17.3, and is more expensive than 59% of its own 114 monthly readings since 2017.
IWM trades at 16.8 times earnings, against its own median of 16.7, and is more expensive than 56% of its own 114 monthly readings since 2017.
SCHA trades at 17.8 times earnings, against its own median of 17.1, and is more expensive than 66% of its own 114 monthly readings since 2017.
VB trades at 19.6 times earnings, against its own median of 18.4, and is more expensive than 69% of its own 114 monthly readings since 2017.
What moved IJR, IWM, SCHA and VB this week
IJR fell 1.8% in the week to September 11, 2026. The holdings that moved it most were Paycom Software (−9.0%), Etsy (−11.3%) and Glaukos (−7.3%); Formfactor (+18.8%) pushed the other way.
IWM fell 2.1% in the week to September 11, 2026. The holdings that moved it most were Servicetitan (−41.3%), Qualys (−13.8%) and Dyne Therapeutics (−27.0%); Maxlinear (+25.4%) pushed the other way.
SCHA fell 1.2% in the week to September 11, 2026. The holdings that moved it most were UiPath (−24.5%), Revolution Medicines (−3.4%) and Servicetitan (−41.3%); Lumentum (+9.4%) pushed the other way.
VB fell 2.1% in the week to September 11, 2026. The holdings that moved it most were Casey S General Stores (−18.8%), Guidewire Software (−30.5%) and Cooper (−23.7%); Roivant Sciences (+18.6%) pushed the other way.
What do IJR, IWM, SCHA and VB each hold?
What's inside IJR: Tech 15%, Semiconductors 4%.
7% of IJR is its ten largest holdings.
What's inside IWM: Tech 14%, Semiconductors 2%.
3% of IWM is its ten largest holdings.
What's inside SCHA: Tech 23%, Memory 6%.
11% of SCHA is its ten largest holdings.
What's inside VB: Tech 17%, Semiconductors 3%.
4% of VB is its ten largest holdings.
Compare with similar funds
Cite this
ETF Copilot, “IJR vs IWM vs SCHA vs VB holdings overlap and scores”, as of September 11, 2026.
https://etf-copilot.com/compare/ijr-vs-iwm-vs-scha-vs-vb
- iShares Core S&P Small-Cap ETF (IJR)
- iShares Russell 2000 ETF (IWM)
- Schwab U.S. Small-Cap ETF (SCHA)
- Vanguard Morningstar Small-Cap ETF (VB)
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