IJR vs SCHX
iShares Core S&P Small-Cap ETF vs Schwab US Large-Cap ETF
- • SCHX has the lower expense ratio at 0.03% vs 0.06% for IJR.
- • IJR pays a higher dividend yield (1.16%).
Side-by-side metrics
| Metric | IJR | SCHX |
|---|---|---|
Expense ratio Annual fee. Lower is better. | 0.06% | 0.03% |
Dividend yield Trailing 12-month yield. | 1.16% | 1.06% |
AUM Assets under management — bigger funds are typically more liquid. | $102.56B | $68.25B |
YTD return | 15.78% | 7.66% |
1-year return | — | — |
3-year return Annualized. | — | — |
5-year return Annualized. | — | — |
10-year return Annualized. | — | — |
Beta (3Y) Volatility relative to the market. Closer to 1 = market-like. | 1.17 | 1.02 |
P/E ratio | 18.30 | 27.24 |
Last price | $137.64 | $28.79 |
Inception | — | — |
Issuer | iShares | Schwab |
IJR top holdings
| XTSLA | BlackRock Cash Funds Treasury SL Agency | 1.44% |
| VIAV | Viavi Solutions Inc | 0.72% |
| SANM | Sanmina Corp | 0.71% |
| FORM | FormFactor Inc | 0.63% |
| MOH | Molina Healthcare Inc | 0.60% |
| PRIM | Primoris Services Corp | 0.58% |
| SMTC | Semtech Corp | 0.58% |
| ESI | Element Solutions Inc | 0.58% |
| AGX | Argan Inc | 0.55% |
| VSAT | Viasat Inc | 0.53% |
SCHX top holdings
| NVDA | NVIDIA Corp | 7.89% |
| AAPL | Apple Inc | 6.16% |
| MSFT | Microsoft Corp | 4.89% |
| AMZN | Amazon.com Inc | 3.99% |
| GOOGL | Alphabet Inc Class A | 3.16% |
| AVGO | Broadcom Inc | 2.99% |
| GOOG | Alphabet Inc Class C | 2.52% |
| META | Meta Platforms Inc Class A | 2.27% |
| TSLA | Tesla Inc | 1.63% |
| BRK-B | Berkshire Hathaway Inc Class B | 1.35% |
About IJR
IJR (iShares Core S&P Small-Cap ETF) is Tracks the S&P SmallCap 600 index. Managed by iShares, the fund carries $102.6B in assets under management, an expense ratio of 0.06%, a dividend yield of 1.16%. Its largest holding is BlackRock Cash Funds Treasury SL Agency (XTSLA), which represents 1.4% of the portfolio. Real Estate is the fund's largest sector exposure at 7.6%.
About SCHX
SCHX (Schwab US Large-Cap ETF) is Low-cost US large-cap exposure. Managed by Schwab, the fund carries $68.2B in assets under management, an expense ratio of 0.03%, a dividend yield of 1.06%. Its largest holding is NVIDIA Corp (NVDA), which represents 7.9% of the portfolio. Real Estate is the fund's largest sector exposure at 2.1%.