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SCHX vs IJR

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

SCHX

Schwab U.S. Large-Cap ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$68.2B

IJR

iShares Core S&P Small-Cap ETF

iShares

Annual cost

0.06%

Fund size

$102.6B

Key differences

  • Over the last 3 years, SCHX has delivered higher annualized returns.
  • IJR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHXIJR
Annual cost (TER)0.03%0.06%
Fund size (AUM)$68.2B$102.6B
Since20092000
Dividend yield1.06%1.16%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.6%+33.1%
CAGR 3Y+23.2%+15.4%
CAGR 5Y+13.4%+5.9%
Sharpe 3Y1.230.63
Volatility 1Y12.16%17.65%
Max drawdown-34.33%-44.36%

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

Similar to SCHX and IJR