Compare · 2 funds side by side · dividends reinvested

SCHB and IJR

SCHBSchwab×IJRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,348SCHB · best of the two

02 / 04

SCHB and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.09%+8.4%+9.8%+21.9%+10.3%−8.9%13.8%$44.9B1.4

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$108B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: SCHB 2009 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Broad Market ETF · $44.9B$16,348

SCHB

IJR

iShares Core S&P Small-Cap ETF · $108B$13,136

$10,000 five years ago, dividends reinvested · they hold 2.4% in common

SCHBMeasureIJR

+8.4%Year to dateJan 1 → Nov 5+15.4%

+9.8%1 yearTotal return+19.4%

+21.9%3 years · per year$10,000 became $18,100 · $16,200+17.4%

+10.3%5 years · per year$10,000 became $16,348 · $13,136+5.6%

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

1.09%Trailing 12-mo yield$109 · $124 a year on $10k1.24%

−8.9%Worst dropSmaller is better−9.7%

13.8%VolatilityLower is calmer16.3%

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

5–3SCHB wins

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

More Ways to See the Pairs

SCHB vs IJR: Top 5 Holdings

Today

SCHB

24.8%in top 5

IJR

in top 52.7%

SCHBStockIJR

6.9%AAPLnot top 5

6.5%NVDAnot top 5

5.6%MSFTnot top 5

3.5%AMZNnot top 5

2.3%GOOGLnot top 5

not top 5PAYC0.6%

not top 5RHP0.5%

not top 5PTGX0.5%

not top 5MTCH0.5%

not top 5VSAT0.5%

Held in common2.4%

End-of-day Nov 5, 2026 · share of each fund

SCHB vs IJR Returns, Every Period

SchwabSCHB

+10.3%

5 years, per year

IJRiShares

+5.6%

5 years, per year

SCHBIJRFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SCHB vs IJR

YTD

SchwabSCHB

+8.4%

IJRiShares

+15.4%

+8.4%Year to date+15.4%

−8.9%Worst drop · 1Y−9.7%

13.8%Volatility · 1Y16.3%

1.1%Yield1.2%

$44.9BAssets$108B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHB, IJR

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IJR0.06%$6

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SCHB, IJR

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

SCHB1.09%$109

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

SCHB$109 − $3 = $106

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SCHB, IJR

Today

2.4%most shared, SCHB and IJR

SCHBIJR

SCHB—2.4%

IJR2.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.4%IJR, at 16.3% volatility

SCHBWorst drop−8.9%13.8% vol

IJRWorst drop−9.7%16.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IJRSCHB

+15.4%Year to date+8.4%

1.2%Yield1.1%

+19.4%Past year+9.8%

0.06%Fee0.03%

3–1IJR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026