IJR vs SCHD
Comparison between ISHARES CORE S&P SMALL-CAP ETF (IJR, ETF) and SCHWAB U.S. DIVIDEND EQUITY ETF (SCHD, ETF).
5-Year PerformanceSCHD has outperformed IJR, delivering a return of +9.7% compared to +7.7%
IJR vs SCHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IJR
$111B
SCHD
$104B
Expense Ratio
IJR
0.06%
SCHD
0.06%
Max Drawdown
IJR
58.90%
Winner
SCHD
33.37%
Sharpe Ratio
IJR
1.65
Winner
SCHD
2.21
5Y Beta
IJR
1.01
Winner
SCHD
0.52
P/E Ratio
IJR
45.37
Winner
SCHD
18.16
Forward P/E
IJR
15.68
Winner
SCHD
15.11
PEG Ratio
IJR
N/A
SCHD
0.76
5Y Dividends CAGR
Winner
IJR
9.50%
SCHD
8.35%
5Y EPS CAGR
IJR
8.99%
Winner
SCHD
9.11%
Debt to Equity
Winner
IJR
46.57%
SCHD
47.32%
P/S Ratio
Winner
IJR
1.21
SCHD
1.83
P/B Ratio
Winner
IJR
2.11
SCHD
3.72
IJR vs SCHD - Holdings Comparison
IJR and SCHD have 25 common holdings. Overlap is -0.64%
IJR's top 25 holdings weight is 12.78%. SCHD's top 25 holdings weight is 79.03%.
| Rank | IJR | SCHD |
|---|---|---|
| #1 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 2.20% | ABBOTT LABORATORIES (ABT) - 4.71% |
| #2 | VIASAT INC (VSAT) - 0.55% | AMGEN INC (AMGN) - 4.30% |
| #3 | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.50% | MERCK & CO INC (MRK) - 4.27% |
| #4 | CORCEPT THERAPEUTICS INC (CORT) - 0.50% | COCA-COLA CO (KO) - 4.23% |
| #5 | GLAUKOS CORP (GKOS) - 0.49% | UNITEDHEALTH GROUP INC (UNH) - 4.22% |
| #6 | KRYSTAL BIOTECH INC (KRYS) - 0.49% | THE HOME DEPOT INC (HD) - 4.17% |
| #7 | FORMFACTOR INC (FORM) - 0.49% | PROCTER & GAMBLE CO (PG) - 3.97% |
| #8 | ELEMENT SOLUTIONS INC (ESI) - 0.48% | CHEVRON CORP (CVX) - 3.90% |
| #9 | JACKSON FINANCIAL INC (JXN) - 0.48% | VERIZON COMMUNICATIONS INC (VZ) - 3.89% |
| #10 | ALKERMES PLC (ALKS) - 0.48% | PEPSICO INC (PEP) - 3.76% |
| #11 | ESCO TECHNOLOGIES INC (ESE) - 0.47% | CONOCOPHILLIPS (COP) - 3.67% |
| #12 | ARGAN INC (AGX) - 0.47% | BRISTOL-MYERS SQUIBB CO (BMY) - 3.38% |
| #13 | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.46% | TEXAS INSTRUMENTS INC (TXN) - 3.34% |
| #14 | BRINKER INTERNATIONAL INC (EAT) - 0.46% | LOCKHEED MARTIN CORP (LMT) - 3.01% |
| #15 | CARMAX INC (KMX) - 0.45% | ALTRIA GROUP INC (MO) - 2.88% |
| #16 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.45% | AUTOMATIC DATA PROCESSING INC (ADP) - 2.72% |
| #17 | RALLIANT CORP (RAL) - 0.44% | ACCENTURE PLC CLASS A (ACN) - 2.57% |
| #18 | TERRENO REALTY CORP (TRNO) - 0.44% | BLACKSTONE INC (BX) - 2.53% |
| #19 | STONEX GROUP INC (SNEX) - 0.43% | QUALCOMM INC (QCOM) - 2.32% |
| #20 | ETSY INC (ETSY) - 0.43% | COMCAST CORP CLASS A (CMCSA) - 2.21% |
| #21 | FIRST BANCORP (FBP) - 0.38% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 2.02% |
| #22 | ENOVA INTERNATIONAL INC (ENVA) - 0.31% | EOG RESOURCES INC (EOG) - 1.96% |
| #23 | VSE CORP (VSEC) - 0.31% | SLB LTD (SLB) - 1.86% |
| #24 | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 0.31% | TARGET CORP (TGT) - 1.71% |
| #25 | CASELLA WASTE SYSTEMS INC CLASS A (CWST) - 0.31% | FORD MOTOR CO (F) - 1.43% |
| Total Holdings | 566 | 103 |
IJR vs SCHD - Historical Returns
Returns include dividend reinvestment.
1M
IJR
+2.43%
Winner
SCHD
+4.18%
3M
Winner
IJR
+8.53%
SCHD
+8.34%
6M
Winner
IJR
+13.37%
SCHD
+9.49%
1Y
Winner
IJR
+36.43%
SCHD
+31.36%
5Y(CAGR)
IJR
+7.67%
Winner
SCHD
+9.69%
10Y(CAGR)
IJR
+10.94%
Winner
SCHD
+12.83%
Max(CAGR)
IJR
+10.25%
Winner
SCHD
+13.48%
IJR vs SCHD - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJR | SCHD |
|---|---|---|
| 2026 | +23.27% | +24.26% |
| 2025 | +6.12% | +4.56% |
| 2024 | +9.17% | +10.86% |
| 2023 | +16.24% | +4.71% |
| 2022 | -17.10% | -3.21% |
| 2021 | +27.79% | +31.74% |
| 2020 | +11.20% | +14.78% |
| 2019 | +22.26% | +27.28% |
| 2018 | -9.18% | -5.85% |
| 2017 | +12.52% | +20.20% |
| 2016 | +29.64% | +17.78% |
| 2015 | -1.35% | -0.21% |
| 2014 | +7.12% | +12.79% |
| 2013 | +37.43% | +30.09% |
| 2012 | +14.45% | +10.39% |
| 2011 | -1.04% | +5.31% |
| 2010 | +23.56% | N/A |
| 2009 | +23.80% | N/A |
| 2008 | -30.85% | N/A |
| 2007 | -0.34% | N/A |
| 2006 | +13.09% | N/A |
| 2005 | +9.35% | N/A |
| 2004 | +21.81% | N/A |
| 2003 | +34.70% | N/A |
| 2002 | -14.38% | N/A |
| 2001 | +10.30% | N/A |
| 2000 | +14.42% | N/A |
IJR vs SCHD Drawdown Comparison
The maximum drawdown for IJR was -58.15%, occurring on Mar 9, 2009. Recovery took 896 trading sessions.
The maximum drawdown for SCHD was -33.37%, occurring on Mar 23, 2020. Recovery took 155 trading sessions.
The current IJR drawdown is -0.98%.
| Rank | IJR | SCHD |
|---|---|---|
| #1 | -58.15% Jul 19, 2007 - Feb 7, 2011 | -33.37% Jan 23, 2020 - Sep 2, 2020 |
| #2 | -44.35% Aug 31, 2018 - Nov 24, 2020 | -17.07% Sep 21, 2018 - Apr 4, 2019 |
| #3 | -33.57% Apr 16, 2002 - Oct 14, 2003 | -16.82% Jan 11, 2022 - Dec 27, 2023 |
| #4 | -28.01% Nov 25, 2024 - Dec 11, 2025 | -16.13% Nov 29, 2024 - Jan 8, 2026 |
| #5 | -26.58% Jul 7, 2011 - Feb 3, 2012 | -13.93% Mar 2, 2015 - Mar 11, 2016 |
| #6 | -26.46% Nov 8, 2021 - Jul 16, 2024 | -12.37% Jan 26, 2018 - Sep 20, 2018 |
| #7 | -23.78% May 22, 2001 - Jan 4, 2002 | -8.68% Apr 23, 2019 - Jul 23, 2019 |
| #8 | -20.00% Jun 23, 2015 - Jul 11, 2016 | -7.63% Sep 2, 2020 - Oct 8, 2020 |
| #9 | -16.87% Feb 15, 2001 - May 21, 2001 | -7.10% Jul 26, 2019 - Sep 10, 2019 |
| #10 | -13.83% May 9, 2006 - Nov 22, 2006 | -6.88% Oct 12, 2020 - Nov 9, 2020 |
| #11 | -12.83% Sep 7, 2000 - Jan 23, 2001 | -6.77% Oct 28, 2011 - Dec 6, 2011 |
| #12 | -11.83% Mar 26, 2012 - Sep 6, 2012 | -6.68% Dec 31, 2013 - Mar 25, 2014 |
| #13 | -11.63% Jul 3, 2014 - Dec 22, 2014 | -6.50% Sep 19, 2014 - Oct 31, 2014 |
| #14 | -11.07% Jun 30, 2004 - Oct 1, 2004 | -6.34% Apr 2, 2012 - Jul 3, 2012 |
| #15 | -10.66% Mar 7, 2005 - Jun 16, 2005 | -6.23% Oct 18, 2012 - Jan 4, 2013 |
Correlation
Correlation between IJR and SCHD is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
IJR vs SCHD dividend yield comparison.
| Year | IJR | SCHD |
|---|---|---|
| 2026 | 0.42% | 1.50% |
| 2025 | 1.44% | 3.82% |
| 2024 | 2.05% | 3.64% |
| 2023 | 1.31% | 3.49% |
| 2022 | 1.41% | 3.39% |
| 2021 | 1.53% | 2.78% |
| 2020 | 1.11% | 3.16% |
| 2019 | 1.44% | 2.98% |
| 2018 | 1.58% | 3.06% |
| 2017 | 1.20% | 2.63% |
| 2016 | 1.22% | 2.89% |
| 2015 | 1.49% | 2.97% |
| 2014 | 1.23% | 2.63% |
| 2013 | 1.00% | 2.47% |
| 2012 | 1.66% | 2.86% |
| 2011 | 1.02% | 0.47% |
| 2010 | 1.08% | 0.00% |
| 2009 | 0.98% | 0.00% |
| 2008 | 1.50% | 0.00% |
| 2007 | 1.07% | 0.00% |
| 2006 | 0.77% | 0.00% |
| 2005 | 0.87% | 0.00% |
| 2004 | 0.73% | 0.00% |
| 2003 | 0.61% | 0.00% |
| 2002 | 0.65% | 0.00% |
| 2001 | 0.51% | 0.00% |
| 2000 | 1.24% | 0.00% |
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