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SCHAvsXJRETF Comparison
Schwab U.S. Small-Cap ETF (SCHA) and iShares ESG Select Screened S&P Small-Cap ETF (XJR) belong to the same industry segment: US Small Cap. SCHA's top 3 sector exposures are Industrials, Financials and Information Technology. In contrast, XJR's top sector exposures are Financials, Industrials and Information Technology. SCHA is less expensive with a Total Expense Ratio (TER) of 0.04%, versus 0.12% for XJR. SCHA is up 0.99% year-to-date (YTD) with +$108M in YTD flows. XJR performs worse with 0.72% YTD performance, and +$11M in YTD flows. Run a side-by-side ETF comparison of SCHA and XJR below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
SCHA vs XJR performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SCHA XJR | -5.13%-6.10% | -1.22%-2.09% | +0.99%+0.72% | +23.63%+15.93% | +48.76%+35.90% | +17.90%+12.04% |
| Flows | SCHA XJR | +$174M+$7M | +$202M+$9M | +$108M+$11M | -$508M+$9M | +$524M+$54M | +$1.91B+$93M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SCHA XJR | +17.37%+17.03% | +23.12%+22.47% | +20.50%+20.63% | +22.08%+21.57% |
| Max drawdown | SCHA XJR | -7.43%-8.11% | -16.67%-15.49% | -27.23%-27.00% | -30.84%-27.00% |
| Max drawdown duration | SCHA XJR | 49d30d | 46d46d | 289d409d | 1072d409d |
SCHA | XJR | |
Last sale 3/13/2026 at 1:30 PM | $28.71 | $42.80 |
| Previous close 03/12/2026 | $28.77 | $42.82 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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SCHA | XJR | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
SCHA | XJR | |
|---|---|---|
| Last price | $28.71 | $42.80 |
| 1D performance | -0.21% | -0.05% |
| AuM | $19.55 B | $115.54 M |
| E/R | 0.04% | 0.12% |
SCHA | XJR | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Schwab ETFs | iShares |
| Benchmark | Dow Jones U.S. Small-Cap Total Stock Market Index | S&P SmallCap 600 Sustainability Screened Index |
| N° of holdings | 1474 | 514 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 3, 2009 | September 22, 2020 |
| ESG | No | Yes |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the SCHA and XJR ETFs performed in 2026?
As of March 12, 2026, SCHA is up 0.99% year-to-date (YTD), while XJR has returned 0.72%. That puts SCHA better performer ahead so far this year.
Which ETF is attracting more investor money: SCHA or XJR?
Year-to-date, the SCHA ETF saw +$108M in flows, compared to +$11M for XJR.
Which ETF is more volatile: SCHA or XJR?
Over the past year, SCHA had a volatility of 23.12%, while XJR experienced 22.47%.
Which ETF is bigger: SCHA or XJR?
As of March 12, 2026, SCHA holds $19.55 B in assets under management (AUM), while XJR manages $115.54 M.
What sectors do the SCHA and XJR ETFs invest in?
SCHA leans toward sectors like Industrials, Financials and Information Technology. Meanwhile, XJR focuses on Financials, Industrials and Information Technology.
What are the top holdings of the SCHA ETF and XJR ETF?
SCHA top holdings include US80004C2008, LUMENTUM HOLDINGS and ROCKET COMPANIES. XJR holds in its top three: US0669224778, ADVANCED ENERGY INDUSTRIES and ARROWHEAD PHARMACEUTICALS INC.
Which ETF is more diversified: SCHA or XJR?
SCHA holds 1719 securities with 7.12% of its assets in the top 15. XJR has 544 securities and a top 15 weight of 9.72%.
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