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