ETF comparison
IJH vs SCHD
US Mid Cap vs Dividend.
iShares Core S&P Mid-Cap ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
18 positions appear in both funds. Buying equal dollars of IJH and SCHD would leave roughly 3.4% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
IJH is 1 bps cheaper than SCHD. On a $100,000 position that's about $10/yr more in fees for SCHD.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with IJH vs SCHD.
Top shared holdings
18 shared in total| # | Holding | In IJH | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | EAST WEST BANCORP INC | 0.49% | 0.42% | 0.42% |
| 2 | WATSCO INC | 0.40% | 0.32% | 0.32% |
| 3 | FIDELITY NATIONAL FINANCIAL INC | 0.33% | 0.30% | 0.30% |
| 4 | HF SINCLAIR CORP | 0.29% | 0.28% | 0.28% |
| 5 | AMERICAN FINANCIAL GROUP INC | 0.27% | 0.23% | 0.23% |
| 6 | COLUMBIA BANKING SYSTEM INC | 0.26% | 0.22% | 0.22% |
| 7 | AUTOLIV INC | 0.22% | 0.22% | 0.22% |
| 8 | OLD REPUBLIC INTERNATIONAL CORP | 0.25% | 0.21% | 0.21% |
| 9 | BOOZ ALLEN HAMILTON HOLDING CORP | 0.20% | 0.24% | 0.20% |
| 10 | MACY'S INC | 0.17% | 0.15% | 0.15% |
| 11 | NEXSTAR MEDIA GROUP INC | 0.14% | 0.13% | 0.13% |
| 12 | BANK OZK | 0.14% | 0.13% | 0.13% |
Only in IJH
382 total- TWILIO INC 0.86%
- CARPENTER TECHNOLOGY CORP 0.84%
- MKS INC 0.83%
- CURTISS-WRIGHT CORP 0.77%
- NVENT ELECTRIC PLC 0.75%
- ENTEGRIS INC 0.75%
- ATI INC 0.74%
- ILLUMINA INC 0.73%
- TECHNIPFMC PLC 0.73%
- STERLING INFRASTRUCTURE INC 0.71%
Only in SCHD
81 total- QUALCOMM Inc 6.74%
- Texas Instruments Inc 5.90%
- UnitedHealth Group Inc 5.09%
- Coca-Cola Co/The 3.96%
- Merck & Co Inc 3.86%
- Chevron Corp 3.83%
- Verizon Communications Inc 3.65%
- Procter & Gamble Co/The 3.55%
- ConocoPhillips 3.51%
- Amgen Inc 3.47%
Related comparisons
More comparisons with IJH
- IJH vs FBCG · Fidelity Blue Chip Growth ETF 3.4%
- IJH vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 3.1%
- IJH vs SCHX · Schwab U.S. Large-Cap ETF 2.9%
- IJH vs JAVA · JPMorgan Active Value ETF 2.8%
- IJH vs ONEQ · Fidelity Nasdaq Composite Index ETF 2.8%
- IJH vs VFLO · Victoryshares Free Cash Flow ETF 2.6%
More comparisons with SCHD
- SCHD vs SPMD · State Street SPDR Portfolio S&P 400 Mid Cap ETF 3.4%
- SCHD vs MDY · State Street SPDR S&P MIDCAP 400 ETF Trust 3.4%
- SCHD vs VONG · Vanguard Russell 1000 Growth Index Fund ETF Shares 3.3%
- SCHD vs IJJ · iShares S&P Mid-Cap 400 Value ETF 3.3%
- SCHD vs IWY · iShares Russell Top 200 Growth ETF 3.2%
- SCHD vs DYNF · iShares U.S. Equity Factor Rotation Active ETF 3.1%
Percentages are holdings overlap with the named fund.
Open IJH or SCHD at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.