IJR vs SCHD: how much do they overlap?
iShares Core S&P Small-Cap ETF (IJR) · Schwab U.S. Dividend Equity ETF (SCHD)
overlap by weight · 29 shared holdings
IJR: 605 holdings (as of 2026-03-31) · SCHD: 97 holdings (as of 2026-02-28)
Note: the two funds' latest official filings have different dates, which can understate overlap slightly for funds tracking similar indexes.
Low overlap
What this means
IJR and SCHD hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Overlap by weight sums the smaller of the two funds' weights for every stock they both hold — it answers "how much of my money is in the same stocks either way?" See methodology.
Top shared holdings
| Company | Ticker | in IJR | in SCHD |
|---|---|---|---|
| Radian Group Inc. | RDN | 0.24% | 0.17% |
| Moelis & Co. | MC | 0.22% | 0.16% |
| SIGNET JEWELERS LTD | SIG | 0.23% | 0.14% |
| Cathay General Bancorp | CATY | 0.22% | 0.12% |
| The Western Union Company | WU | 0.11% | 0.11% |
| Artisan Partners Asset Management Inc. | APAM | 0.17% | 0.1% |
| CVB FINANCIAL CORP | CVBF | 0.16% | 0.09% |
| Robert Half Inc. | RHI | 0.16% | 0.09% |
| Banner Corp | FW2N | 0.14% | 0.07% |
| FMC Corp. | FMC | 0.14% | 0.07% |
FAQ
How much do IJR and SCHD overlap?
IJR and SCHD have a 2% overlap by weight, sharing 29 holdings (out of 605 in IJR and 97 in SCHD), based on official issuer holdings as of 2026-03-31.
What does 2% overlap mean?
IJR and SCHD hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do IJR and SCHD both hold?
The largest shared positions are Radian Group Inc., Moelis & Co., SIGNET JEWELERS LTD, Cathay General Bancorp, The Western Union Company. The full list of top shared holdings with weights in each fund is shown on this page.