Schwab (SCHA) vs. iShares (IJR): Which Small Cap ETF Should Investors Buy?

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The iShares Core S&P Small-Cap ETF (IJR) only holds stocks that meet a minimum level of profitability, unlike the Schwab U.S. Small-Cap ETF (SCHA). — This makes IJR a lower-risk vehicle for small-cap exposure during economic downturns or recessions.
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SCHA has a significant concentration risk in a single holding, with Sandisk making up 4.98% of the portfolio. — High concentration in one small-cap name increases idiosyncratic risk for investors seeking broad diversification.
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Both IJR and SCHA have delivered nearly identical annualized total returns since late 2009, at 12.6% and 12.3% respectively. — Similar long-term performance suggests these funds are interchangeable substitutes for general small-cap exposure.
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