ETF comparison

IJHvsSCHM

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 roughly54.2%of each dollar exposed to the same underlying securities.

IJH only 45.6%Shared 54.2%SCHM only 45.7%
In IJH only
100 positions
Shared
300 positions
In SCHM only
197 positions

Side by side

IJH

iShares Core S&P Mid-Cap ETF

iShares · US Mid Cap

95composite / 100
Expense ratio
0.050%
Net assets
$124.94B
TTM yield
1.20%
Top-10 conc.
10.9%
SCHM

Schwab U.S. Mid-Cap ETF

Schwab · US Mid Cap

96composite / 100
Expense ratio
0.030%
Net assets
$14.86B
TTM yield
1.27%
Top-10 conc.
13.5%

Sub-score comparison

95
Cost
97
88
Tax efficiency
88
100
Liquidity
100
99
Concentration
95
Tracking quality
IJHsub-scoreSCHM

Tracking quality isn't part of the composite — seewhat we don't scorefor 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 thecost calculator pre-filled with IJH vs SCHM.

Top shared holdings

300 shared in total
#HoldingIn IJHIn SCHMOverlap
1TWILIO INC0.86%0.54%0.54%
2TECHNIPFMC PLC0.73%0.51%0.51%
3CURTISS-WRIGHT CORP0.77%0.51%0.51%
4NVENT ELECTRIC PLC0.75%0.50%0.50%
5STERLING INFRASTRUCTURE INC0.71%0.49%0.49%
6XPO INC0.66%0.47%0.47%
7UNITED THERAPEUTICS CORP0.63%0.44%0.44%
8ATI INC0.74%0.44%0.44%
9MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC0.69%0.44%0.44%
10FABRINET0.55%0.43%0.43%
11CARPENTER TECHNOLOGY CORP0.84%0.43%0.43%
12NEXTPOWER INC0.49%0.43%0.43%

Only in IJH

100 total
  • ILLUMINA INC0.73%
  • EVERPURE INC0.68%
  • TTM TECHNOLOGIES INC0.53%
  • SITIME CORP0.45%
  • SEMTECH CORP0.41%
  • ADVANCED ENERGY INDUSTRIES INC0.39%
  • TRANSUNION0.38%
  • SANMINA CORP0.37%
  • DIGITALOCEAN HOLDINGS INC0.35%
  • MOOG INC0.33%

Only in SCHM

197 total
  • Sandisk Corp/DE4.64%
  • Ciena Corp1.52%
  • Bloom Energy Corp1.36%
  • Coherent Corp1.26%
  • Lumentum Holdings Inc1.13%
  • Flex Ltd1.03%
  • Steel Dynamics Inc0.66%
  • Revolution Medicines Inc0.57%
  • Tapestry Inc0.55%
  • Casey's General Stores Inc0.53%

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 methodologyand 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.