ETF Versus

IJR vs SCHB

iShares Core S&P Small-Cap ETF vs Schwab U.S. Broad Market ETF

Last updated: 2026-04-02

IJR

iShares Core S&P Small-Cap ETF (IJR) is an exchange-traded fund that provides exposure to small-cap U.S. equities with higher growth potential and volatility. Launched in 2000, the fund has a 26-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2000-05-26

Schwab U.S. Broad Market ETF (SCHB) is an exchange-traded fund that provides exposure to the total U.S. stock market across all capitalizations. Launched in 2009, the fund has a 17-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2009-11-03

Quick Verdict

IJR has edged ahead over the past year (17.5% vs 16.3%).

Key Metrics

Metric IJR SCHB
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Small Cap US Total Market

Performance Chart

Indexed to 100 at start (5-year comparison)

75 93 111 129 147 165 2021-04 2022-06 2023-09 2024-12 2026-04
IJR +13.0%
SCHB +53.3%

Performance Comparison

Period IJR SCHB Difference
1 Month -3.31% -3.62% +0.31%
3 Months +2.92% -3.84% +6.76%
6 Months +4.30% -2.43% +6.73%
YTD +2.92% -3.84% +6.76%
1 Year +17.46% +16.27% +1.19%
3 Years +29.06% +58.12% -29.06%
5 Years +12.98% +53.27% -40.29%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IJR Fees SCHB Fees You Save
$10,000 10 years $0 $0 $0
$10,000 20 years $0 $0 $0
$10,000 30 years $0 $0 $0
$50,000 10 years $0 $0 $0
$50,000 30 years $0 $0 $0
$100,000 30 years $0 $0 $0

Risk Metrics

Based on 5 years of daily returns

Metric IJR SCHB
Annualized Volatility 21.6% 17.3%
Max Drawdown -28.9% -26.2%
Sharpe Ratio 0.01 0.32

Dividend Comparison

Metric IJR SCHB
Annual Dividend (per share) $1.60 $0.30
Dividend Yield 1.28% 1.17%
Distribution Frequency Quarterly Quarterly

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