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SCHA vs IJR

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

SCHA

Schwab U.S. Small-Cap ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$22.1B

IJR

iShares Core S&P Small-Cap ETF

iShares

Annual cost

0.06%

Fund size

$102.6B

Key differences

  • IJR is significantly larger than SCHA — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SCHA has delivered higher annualized returns.
  • IJR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHAIJR
Annual cost (TER)0.04%0.06%
Fund size (AUM)$22.1B$102.6B
Since20092000
Dividend yield1.05%1.16%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+41.0%+33.1%
CAGR 3Y+19.2%+15.4%
CAGR 5Y+7.2%+5.9%
Sharpe 3Y0.790.63
Volatility 1Y18.08%17.65%
Max drawdown-42.41%-44.36%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SCHA and IJR