IJR vs SCHA

Both IJR and SCHA are ETFs. IJR has a lower 5-year return than SCHA (7.7% vs 8.12%). IJR has a higher expense ratio than SCHA (0.07% vs 0.04%). Below is the comparison between IJR and SCHA.

IJR SCHA
Segment Equity: U.S. - Small Cap Equity: U.S. - Small Cap
Issuer BlackRock Charles Schwab
Net Assets $32.7B $6.99B
Expense Ratio 0.07% 0.04%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.89% 1.88%
Underlying Index S&P SmallCap 600 Index Dow Jones U.S. Small Cap Total Stock Market Index
YTD Return -8.13% -0.99%
1-Year Return 2.82% 11.34%
3-Year Return 2.11% 4.45%
5-Year Return 7.70% 8.12%
10-Year Return 11.17% 10.97%

IJR description

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P SmallCap 600 Index. The Fund uses a replication strategy to try to track the Index, which includes approximately 2.5% of the market capitalization of the US equity market.

IJR performance & returns

YTD Return -8.13%
1-Month Return 5.47%
3-Month Return 16.31%
1-Year Return 2.82%
3-Year Return 2.11%
5-Year Return 7.70%
10-Year Return 11.17%
IJR expense ratio is 0.07%.

IJR holdings

Top 10 Holdings (5.70% of Total Assets)

Name Symbol % Assets
Exponent Inc EXPO 0.64%
Neogen Corp NEOG 0.63%
Wingstop Inc WING 0.63%
Momenta Pharmaceuticals Inc MNTA 0.60%
Agree Realty Corp ADC 0.55%
Emergent BioSolutions Inc EBS 0.54%
Power Integrations Inc POWI 0.54%
NeoGenomics Inc NEO 0.53%
Fox Factory Holding Corp FOXF 0.52%
Lithia Motors Inc Class A LAD 0.52%

Other relevant IJR comparisons

You may also want to check out the following IJR comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

SCHA description

The Fund seeks exposure to small-cap U.S. companies. It seeks investment results that track the performance, before fees and expenses, of the Dow Jones U.S. Small-Cap Total Stock Market Index made up of approximately 1,750 U.S. small cap stocks.

SCHA performance & returns

YTD Return -0.99%
1-Month Return 7.48%
3-Month Return 15.79%
1-Year Return 11.34%
3-Year Return 4.45%
5-Year Return 8.12%
10-Year Return 10.97%
SCHA expense ratio is 0.04%.

SCHA holdings

Top 10 Holdings (4.29% of Total Assets)

Name Symbol % Assets
Moderna Inc MRNA 0.73%
Teladoc Health Inc TDOC 0.56%
Etsy Inc ETSY 0.49%
Horizon Therapeutics PLC HZNP 0.42%
Ingersoll Rand Inc IR 0.39%
Avalara Inc AVLR 0.36%
Zynga Inc Class A ZNGA 0.36%
Ciena Corp CIEN 0.33%
Charles River Laboratories International Inc CRL 0.33%
Quidel Corp QDEL 0.32%

Other relevant SCHA comparisons

You may also want to check out the following SCHA comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.

7-day free trial: Get unlimited comparisons, and stock, ETF and mutual fund analyses for just $14.95 a month, without ads. Start a free trial. Go ad free!

Follow Us