IJS vs SCHA overlap - what they share and where they differ

IJS and SCHA share 22.3% of their weight across 425 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

IJS and SCHA

22.3%

425 shared positions

IJS

iShares S&P Small-Cap 600 Value ETF

Reported positions cover 98% of the fund, 458 positions · Jun 30, 2026

Top 10: 8.2%·Holdings of IJS

SCHA

Schwab U.S. Small-Cap ETF

Reported positions cover 100% of the fund, 1,552 positions · May 31, 2026

Top 10: 10.5%·Holdings of SCHA

Reported positions cover IJS 98%, SCHA 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

SCHA vs IJS side by side

IJSiShares S&P Small-Cap 600 Value ETF

458

stock positions reported to the SEC

14.6% of its weight is in 33 names SCHA does not hold

SCHASchwab U.S. Small-Cap ETF

1,552

stock positions reported to the SEC

77.5% of its weight is in 1,127 names IJS does not hold

Where each fund's weight sits

IJS
SCHA
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
17.0%
22.2%
Financial Services
18.1%
12.9%
Healthcare
0.0%
15.0%
Consumer Cyclical
14.3%
0.0%
Industrials
10.7%
9.0%
Basic Materials
9.2%
7.9%

The widest gap is Healthcare: SCHA has 15.0 points more of it.

The figures side by side

IJSSCHA
Filing dateJun 30, 2026May 31, 2026
Stock positions reported4581,552
Weight of the ten largest8.2%10.5%
Largest positionMOH 1.3%SANDISK CORP/DE 5.3%
Held alone33 positions, 14.6%1,127 positions, 77.5%
Covered by stock positions98%100%

Holdings they share

StockIn IJSIn SCHACounted
LUMNLUMEN TECHNOLOGIES INC0.43%0.22%0.22%
ESIELEMENT SOLUTIONS INC0.59%0.20%0.20%
ENPHENPHASE ENERGY INC0.70%0.19%0.19%
MXLMAXLINEAR INC0.66%0.16%0.16%
JXNJACKSON FINANCIAL INC0.60%0.15%0.15%
PLXSPLEXUS CORP0.48%0.15%0.15%
RALRALLIANT CORP0.42%0.15%0.15%
SMSM ENERGY COMPANY0.64%0.15%0.15%
EPRTESSENTIAL PROPERTIES REALTY TRUST INC0.23%0.14%0.14%
GTESGATES INDUSTRIAL CORP PLC0.35%0.14%0.14%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in IJS

MOHMOLINA HEALTHCARE INC1.28%
MTCHMATCH GROUP INC0.95%
EMNEASTMAN CHEMICAL COMPANY0.82%
KMXCARMAX INC0.81%
KLICKULICKE AND SOFFA INDUSTRIES INC0.75%
POOLPOOL CORP0.74%
LKQLKQ CORP0.72%
VICTORIA'S SECRET & COMPANY0.71%
CAGCONAGRA BRANDS INC0.67%
MHKMOHAWK INDUSTRIES INC0.67%

Only in SCHA

SANDISK CORP/DE5.28%
LITELumentum Holdings Inc1.29%
RVMDRevolution Medicines Inc0.65%
STRLSterling Infrastructure Inc0.56%
ATIATI Inc0.50%
MTSIMACOM Technology Solutions Holdings Inc0.50%
NXTNextpower Inc0.49%
MKSIMKS Inc0.46%
CDECoeur Mining Inc0.42%
TTMITTM Technologies Inc0.38%

Questions people ask

Is IJS the same as SCHA?

22.3% of their weight sits in the same 425 holdings. IJS also reports MOH, MTCH, EMN, which the other does not. SCHA also reports SANDISK CORP/DE, LITE, RVMD, which the other does not.

How is the overlap between IJS and SCHA measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 98% of IJS and 100% of SCHA, so the number cannot exceed the smaller coverage.

Which holds more, SCHA or IJS?

IJS reports 458 stock positions and SCHA reports 1,552. 14.6% of IJS's weight sits in names SCHA does not hold, and 77.5% of SCHA's weight in names IJS does not hold. The ten largest positions are 8.2% of IJS and 10.5% of SCHA.

How do IJS and SCHA differ by sector?

The widest gap is Healthcare: SCHA has 15.0 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.