Compare · 2 funds side by side · dividends reinvested

SCHA and IJR

SCHASchwab×IJRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,025SCHA · best of the two

02 / 04

SCHA and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.9%+22.7%+19.3%+6.8%−9.7%15.8%$106B1.4

Schwab U.S. Small-Cap ETFUS Stock Styles · Small cap0.03%1.10%+18.8%+21.4%+22.2%+7.0%−11.2%18.6%$22.1B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SCHA 2009 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Small-Cap ETF · $22.1B$14,025

SCHA

IJR

iShares Core S&P Small-Cap ETF · $106B$13,920

$10,000 five years ago, dividends reinvested · they hold 39.9% in common

SCHAMeasureIJR

+18.8%Year to dateJan 1 → Nov 4+19.9%

+21.4%1 yearTotal return+22.7%

+22.2%3 years · per year$10,000 became $18,236 · $16,979+19.3%

+7.0%5 years · per year$10,000 became $14,025 · $13,920+6.8%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

1.10%Trailing 12-mo yield$110 · $120 a year on $10k1.20%

−11.2%Worst dropSmaller is better−9.7%

18.6%VolatilityLower is calmer15.8%

SCHAIJR Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5IJR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHA vs IJR: Top 5 Holdings

Today

SCHA

1.6%in top 5

IJR

in top 52.7%

SCHAStockIJR

not top 5VSAT0.6%

not top 5PAYC0.6%

not top 5RHP0.5%

not top 5PTGX0.5%

not top 5MTCH0.5%

0.4%HALOnot top 5

0.3%GKOSnot top 5

0.3%Wnot top 5

0.3%BMNRnot top 5

0.3%AHRnot top 5

Held in common39.9%

End-of-day Nov 4, 2026 · share of each fund

SCHA vs IJR Returns, Every Period

SchwabSCHA

+7.0%

5 years, per year

IJRiShares

+6.8%

5 years, per year

SCHAIJRFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SCHA vs IJR

YTD

SchwabSCHA

+18.8%

IJRiShares

+19.9%

+18.8%Year to date+19.9%

−11.2%Worst drop · 1Y−9.7%

18.6%Volatility · 1Y15.8%

1.1%Yield1.2%

$22.1BAssets$106B

4–0IJR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHA, IJR

Today

0.03%lowest, SCHA

FundExpense ratioFee$10k

SCHA0.03%$3

IJR0.06%$6

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SCHA, IJR

1.20%highest, IJR

FundTrailing yieldYield$10k

IJR1.20%$120

SCHA1.10%$110

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$114most kept, IJR

IJR$120 − $6 = $114

SCHA$110 − $3 = $107

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SCHA, IJR

Today

39.9%most shared, SCHA and IJR

SCHAIJR

SCHA—39.9%

IJR39.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.7%IJR, at 15.8% volatility

IJRWorst drop−9.7%15.8% vol

SCHAWorst drop−11.2%18.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IJRSCHA

+19.9%Year to date+18.8%

1.2%Yield1.1%

+22.7%Past year+21.4%

0.06%Fee0.03%

3–1IJR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026