iShares Core S&P Small-Cap ETF (S&P SmallCap 600) against Schwab U.S. Small-Cap ETF (Dow Jones U.S. Small-Cap) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
| IJR | SCHA | SPREAD | |
|---|---|---|---|
| YTD (cumulative) | +21.7% | — | — |
| 1Y CAGR | +24.4% | — | — |
| 3Y CAGR | +15.5% | — | — |
| 5Y CAGR | +6.84% | — | — |
| 10Y CAGR | +10.6% | — | — |
| Since inception CAGR | +10.1% | — | — |
Total return: dividend- and split-adjusted daily closes (distributions reinvested). Spread is IJR minus SCHA. IJR since-inception measured from first available bar May 26, 2000. Since-inception spans differ — compare that row with care.
| IJR | SCHA | |
|---|---|---|
| Name | iShares Core S&P Small-Cap ETF | Schwab U.S. Small-Cap ETF |
| Category | Small Blend | Small Blend |
| Style | Passive | Passive |
| Expense ratio | 0.06% | 0.04% |
| Assets (AUM) | $109.6B | $22.2B |
| Dividend yield | 1.13% | 1.07% |
| Avg volume (3-mo) | 3.5M | 2.2M |
| Inception | May 22, 2000 | November 3, 2009 |
| Benchmark proxy | S&P SmallCap 600 | S&P 500 |
SCHA costs 0.02 pp less per year — about $2.00 per $10,000 invested.
Sum of min(weight in each fund) across shared tickers — the standard fund-overlap measure. Computed on the top 25 holdings each fund reports, so it is a lower bound; the coverage figures show how much of each fund those top holdings represent.
Expense ratios verified against issuer fact sheets. Dividend yield is trailing 12-month distributions divided by price, as reported by the fund data provider.