Home > Compare > IJR vs SCHD Holdings as of March 31, 2026 (IJR) and May 31, 2026 (SCHD)

IJR vs SCHD: Portfolio Overlap

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

0.9%

Weighted portfolio overlap

Low Overlap

Low Overlap. The two portfolios have highly distinct allocations: little of the weight sits in the same stocks.

IJR

586 equity holdings
as of March 31, 2026

SCHD

99 equity holdings
as of May 31, 2026

22 stocks held in common

Overlap View Venn Diagram

Overlapping Holdings

10 Top 10 of 22 shared, by overlap contribution

#	Stock	IJR	SCHD	Overlap%
1	KFY	0.22%	0.09%	0.09%
2	RHI	0.17%	0.07%	0.07%
3	APAM	0.18%	0.07%	0.07%
4	CVBF	0.17%	0.07%	0.07%
5	WU	0.12%	0.07%	0.07%
6	BANR	0.14%	0.06%	0.06%
7	OFG	0.12%	0.05%	0.05%
8	CNS	0.12%	0.05%	0.05%
9	NBHC	0.10%	0.05%	0.05%
10	CHCO	0.12%	0.05%	0.05%

Most Divergent Holdings Stocks held by one fund but absent from the other

Only in IJR — iShares Core S&P Small-Cap ETF

Stock	Weight
EMN	0.60%
VIAV	0.53%
PRIM	0.53%
ESI	0.53%
AGX	0.52%

Only in SCHD — Schwab U.S. Dividend Equity ETF

Stock	Weight
QCOM	6.75%
TXN	5.92%
UNH	5.10%
KO	3.96%
MRK	3.87%

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Frequently Asked Questions (FAQs)

What is the portfolio overlap between IJR and SCHD?

IJR (iShares Core S&P Small-Cap ETF) and SCHD (Schwab U.S. Dividend Equity ETF) share 0.9% portfolio overlap as of IJR's March 31, 2026 filing and SCHD's May 31, 2026 filing, across 22 common stocks. Overlap is the sum of the smaller weight of each shared stock, so it reads as the share of a dollar that lands on the same companies in both funds.

Do IJR and SCHD invest in the same stocks?

Mostly not. Only a small portion of their portfolios overlaps — these funds hold largely different stocks and genuinely diversify each other.

What are the top stocks held by both IJR and SCHD?

The most prominent shared holdings (by combined weight) are: KFY, RHI, APAM. See the full common-holdings table on this page for weights in each fund.

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