IJR vs SCHA: holdings overlap, shared companies and scores
As of September 11, 2026, IJR and SCHA overlap 33.6% by weight. iShares Core S&P Small-Cap ETF (IJR): Owns a focused strategy. Schwab U.S. Small-Cap ETF (SCHA): Owns a focused strategy.
Updated September 11, 2026
How much do IJR and SCHA overlap?
As of September 11, 2026, IJR and SCHA overlap 33.6% by weight.
90% of IJR is already inside SCHA.
35% of SCHA is already inside IJR.
IJR holds 608 companies and SCHA holds 1,665; 578 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score IJR and SCHA?
As of September 11, 2026, ETF Copilot scores IJR 4.3 out of 10 and SCHA 4.8 out of 10.
They differ most on Growth: IJR 5.5 and SCHA 6.9.
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 | SCHA |
|---|---|---|
| Growth | 5.5 | 6.9 |
| Valuation | 7.2 | 6.7 |
| Risk | 2.8 | 3.7 |
| Quality | 1.4 | 1.0 |
| Return | 4.1 | 4.6 |
SCHA is the cheaper of the two 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, SCHA charges 0.03% a year, yields 1.25% and holds $22.6B in assets across 1665 positions.
| Measure | IJR | SCHA |
|---|---|---|
| Expense ratio | 0.06% | 0.03% |
| Dividend yield | 1.62% | 1.25% |
| Assets under management | $110.0B | $22.6B |
| Holdings | 608 | 1665 |
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 and SCHA 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.
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.
What moved IJR and SCHA 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.
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.
What do IJR and SCHA each hold?
What's inside IJR: Tech 15%, Semiconductors 4%.
7% of IJR is its ten largest holdings.
What's inside SCHA: Tech 23%, Memory 6%.
11% of SCHA is its ten largest holdings.
Compare with similar funds
Cite this
ETF Copilot, “IJR vs SCHA holdings overlap and scores”, as of September 11, 2026.
https://etf-copilot.com/compare/ijr-vs-scha
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