ETF Versus

IJR vs SCHG

iShares Core S&P Small-Cap ETF vs Schwab U.S. Large-Cap Growth 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
SCHG

Schwab U.S. Large-Cap Growth ETF (SCHG) is an exchange-traded fund that provides exposure to large-cap U.S. growth stocks with above-average earnings potential. Launched in 2010, the fund has a 16-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2010-01-04

Quick Verdict

IJR has edged ahead over the past year (17.5% vs 15.5%).

Key Metrics

Metric IJR SCHG
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Small Cap US Large Cap Growth

Performance Chart

Indexed to 100 at start (5-year comparison)

75 100 125 150 175 200 2021-04 2022-06 2023-09 2024-12 2026-04
IJR +13.0%
SCHG +75.0%

Performance Comparison

Period IJR SCHG Difference
1 Month -3.31% -4.01% +0.70%
3 Months +2.92% -9.51% +12.43%
6 Months +4.30% -9.06% +13.36%
YTD +2.92% -9.51% +12.43%
1 Year +17.46% +15.51% +1.95%
3 Years +29.06% +80.24% -51.18%
5 Years +12.98% +74.98% -62.00%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IJR Fees SCHG 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 SCHG
Annualized Volatility 21.6% 22.3%
Max Drawdown -28.9% -35.0%
Sharpe Ratio 0.01 0.41

Dividend Comparison

Metric IJR SCHG
Annual Dividend (per share) $1.60 $0.13
Dividend Yield 1.28% 0.43%
Distribution Frequency Quarterly Quarterly

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