Home > Compare > IJR vs SWPPX Holdings as of March 31, 2026 (IJR) and April 30, 2026 (SWPPX)

IJR vs SWPPX: Portfolio Overlap

iShares Core S&P Small-Cap ETF vs Schwab S&P 500 Index Fund

0.0%

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

SWPPX

501 equity holdings
as of April 30, 2026

0 stocks held in common

Overlap View Venn Diagram

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 SWPPX — Schwab S&P 500 Index Fund

Stock	Weight
NVDA	7.85%
AAPL	6.45%
MSFT	4.90%
AMZN	4.19%
GOOGL	3.63%

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Frequently Asked Questions (FAQs)

What is the portfolio overlap between IJR and SWPPX?

IJR (iShares Core S&P Small-Cap ETF) and SWPPX (Schwab S&P 500 Index Fund) share 0.0% portfolio overlap as of IJR's March 31, 2026 filing and SWPPX's April 30, 2026 filing, across 0 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 SWPPX 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 SWPPX?

The most prominent shared holdings (by combined weight) are: none found. See the full common-holdings table on this page for weights in each fund.

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