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ETF comparison

IJH vs SCHM

Both US Mid Cap.

iShares Core S&P Mid-Cap ETF · Schwab U.S. Mid-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
54.2 %

300 positions appear in both funds. Buying equal dollars of IJH and SCHM would leave roughly 54.2% of each dollar exposed to the same underlying securities.

IJH unmatched 45.6% Shared 54.2% SCHM unmatched 45.7%

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.

In IJH only
100 positions
Shared
300 positions
In SCHM only
196 positions

Side by side

IJH

iShares Core S&P Mid-Cap ETF

iShares · US Mid Cap

95 composite / 100
Expense ratio
0.050%
Net assets
$120.93B
TTM yield
1.25%
Top-10 conc.
10.9%
SCHM

Schwab U.S. Mid-Cap ETF

Schwab · US Mid Cap

96 composite / 100
Expense ratio
0.030%
Net assets
$14.32B
TTM yield
1.29%
Top-10 conc.
13.3%

Sub-score comparison

95
Cost
97
88
Tax efficiency
88
100
Liquidity
100
99
Concentration
95
—
Tracking quality
—
IJH sub-score SCHM

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

SCHM is 2 bps cheaper than IJH. On a $100,000 position that's about $20/yr more in fees for IJH.

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 SCHM.

Top shared holdings

300 shared in total
# Holding In IJH In SCHM Overlap
1 TWILIO INC 0.86% 0.54% 0.54%
2 TECHNIPFMC PLC 0.73% 0.51% 0.51%
3 CURTISS-WRIGHT CORP 0.77% 0.51% 0.51%
4 NVENT ELECTRIC PLC 0.75% 0.50% 0.50%
5 STERLING INFRASTRUCTURE INC 0.71% 0.49% 0.49%
6 XPO INC 0.66% 0.47% 0.47%
7 UNITED THERAPEUTICS CORP 0.63% 0.44% 0.44%
8 ATI INC 0.74% 0.44% 0.44%
9 MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 0.69% 0.44% 0.44%
10 FABRINET 0.55% 0.43% 0.43%
11 CARPENTER TECHNOLOGY CORP 0.84% 0.43% 0.43%
12 NEXTPOWER INC 0.49% 0.43% 0.43%

Only in IJH

100 total
  • ILLUMINA INC 0.73%
  • EVERPURE INC 0.68%
  • TTM TECHNOLOGIES INC 0.53%
  • SITIME CORP 0.45%
  • SEMTECH CORP 0.41%
  • ADVANCED ENERGY INDUSTRIES INC 0.39%
  • TRANSUNION 0.38%
  • SANMINA CORP 0.37%
  • DIGITALOCEAN HOLDINGS INC 0.35%
  • MOOG INC 0.33%

Only in SCHM

196 total
  • Sandisk Corp/DE 4.64%
  • Ciena Corp 1.52%
  • Bloom Energy Corp 1.36%
  • Coherent Corp 1.26%
  • Lumentum Holdings Inc 1.13%
  • Flex Ltd 1.03%
  • Steel Dynamics Inc 0.66%
  • Revolution Medicines Inc 0.57%
  • Tapestry Inc 0.55%
  • Casey's General Stores Inc 0.53%

Percentages are holdings overlap with the named fund.

Open IJH or SCHM 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.