IJR vs SCHA — stock comparison tool

IJR currently yields 1.24% TTM versus SCHA at 1.13%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

IJRSCHA
Performance Comparison
Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.
IJR
SCHA

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

IJR Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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SCHA Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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Best Total Return

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No data

Highest Dividend Income

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No data

Best Avg Annual Return

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No data

DRIP Simulation Summary
$10,000 initial investment with DRIP (live)
TickerPeriodStart $End $DividendsStart PriceEnd PriceSharesReturn %
Current Data Comparison
Live fundamental metrics and analyst data
Metric
IJR$137.66
—

iShares Core S&P Small-Cap ETF

SCHA$32.57
—

Schwab U.S. Small-Cap ETF

Dividend Information

Dividend Yield
1.24%
1.13%
Annual Dividend
$1.71
$0.37
Dividend Growth (5yr)
-
-
Years of Growth
3
1
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

IJR

643 holdings
Financials18.21%
Financial Services17.78%
Industrials17.75%
Technology14.79%
Information Technology13.27%
Consumer Cyclical13.18%
Consumer Discretionary12.94%
Healthcare11.08%
Health Care10.69%
Energy6.67%
Real Estate6.29%
Other26.49%

Top 10 holdings

NameWeight
CORTCORCEPT THERAPEUTICS0.60%
FORMFORMFACTOR INC0.58%
MTCHMATCH GROUP INC0.58%
GKOSGLAUKOS0.57%
PAYCPAYCOM SOFTWARE0.57%
EATBRINKER INTERNATIONAL INC0.56%
SMSM ENERGY0.55%
RHPRYMAN HOSPITALITY PROPERTIES REIT0.50%
PTGXPROTAGONIST THERAPEUTICS0.49%
KRYSKRYSTAL BIOTECH INC0.49%
Top 105.49%

SCHA

1750 holdings
Financial Services17.01%
Healthcare16.83%
Technology15.34%
Industrials14.45%
Consumer Cyclical11.22%
Real Estate6.82%
Energy5.65%
Basic Materials4.27%
Consumer Defensive3.09%
Communication Services2.86%
Utilities2.46%
Cash & Others0.22%

Top 10 holdings

NameWeight
SNDKSANDISK4.86%
LITELUMENTUM HOLDINGS1.43%
RVMDREVOLUTION MEDICINES0.88%
ATIATI0.58%
CDECOEUR MINING0.47%
GHGUARDANT HEALTH0.46%
MKSIMKS0.36%
MTSIMACOM TECHNOLOGY SOLUTIONS0.36%
HALOHALOZYME THERAPEUTICS0.34%
BMNRBITMINE IMMERSION TECHNOLOGIES0.32%
Top 1010.06%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

851486
IJRSharedSCHA

Overlap by weight

3%

Share of portfolio weight that appears in both funds.

# overlapping holdings

14

IJR: 14% also in SCHASCHA: 14% also in IJR

IJR: showing top 99 holdings by weight (of 643) · SCHA: showing top 100 holdings by weight (of 1750). Overlap counts use this top slice, not the full fund book.

Sector drift (IJR vs SCHA)

Left = heavier in IJR. Right = heavier in SCHA.

IJR overweight (left)SCHA overweight (right)
14 shown

Overlapping tickers

GKOS
0.6%0.2%0.2%
SM
0.6%0.2%0.2%
CORT
0.6%0.2%0.2%
PTGX
0.5%0.2%0.2%
RHP
0.5%0.2%0.2%
FORM
0.6%0.2%0.2%
KRYS
0.5%0.2%0.2%
EAT
0.6%0.2%0.2%
VSAT
0.5%0.2%0.2%
ESI
0.5%0.2%0.2%

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IJR vs SCHA Dividend Comparison | DRIP Tool | Dividend Wealth