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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
56.8 %

301 positions appear in both funds. Buying equal dollars of IJH and SCHM would leave roughly 56.8% of each dollar exposed to the same underlying securities.

IJH only 42.6% Shared 56.8% SCHM only 43.1%
In IJH only
98 positions
Shared
301 positions
In SCHM only
196 positions

Side by side

IJH

iShares Core S&P Mid-Cap ETF

iShares · US Mid Cap

96 composite / 100
Expense ratio
0.050%
Net assets
$124.33B
TTM yield
1.17%
Top-10 conc.
10.4%
SCHM

Schwab U.S. Mid-Cap ETF

Schwab · US Mid Cap

96 composite / 100
Expense ratio
0.030%
Net assets
$15.32B
TTM yield
1.25%
Top-10 conc.
8.2%

Sub-score comparison

95
Cost
97
88
Tax efficiency
88
100
Liquidity
100
99
Concentration
100
—
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

301 shared in total
# Holding In IJH In SCHM Overlap
1 TechnipFMC PLC 0.87% 0.53% 0.53%
2 Curtiss-Wright Corp. 0.78% 0.51% 0.51%
3 Casey'S General Stores Inc. 0.84% 0.50% 0.50%
4 XPO Inc 0.71% 0.49% 0.49%
5 Royal Gold, Inc. 0.64% 0.48% 0.48%
6 FLEX LTD 0.75% 0.46% 0.46%
7 Woodward Inc. 0.67% 0.46% 0.46%
8 ATI Inc 0.62% 0.44% 0.44%
9 United Therapeutics Corporation 0.80% 0.43% 0.43%
10 US Foods Holding Corp 0.63% 0.43% 0.43%
11 Tenet Healthcare Corporation 0.52% 0.42% 0.42%
12 Entegris Inc 0.56% 0.40% 0.40%

Only in IJH

98 total
  • Illumina Inc 0.59%
  • Everpure Inc. 0.58%
  • TransUnion 0.42%
  • Carlyle Group Inc 0.39%
  • Hecla Mining Company 0.39%
  • Advanced Energy Industries, Inc. 0.38%
  • TTM Technologies Inc 0.31%
  • Arrowhead Pharmaceuticals Inc 0.27%
  • VIPER ENERGY INC 0.27%
  • American Healthcare REIT Inc. 0.26%

Only in SCHM

196 total
  • Sandisk Corp/DE 1.86%
  • Lumentum Holdings Inc 0.98%
  • Ciena Corp 0.97%
  • Coherent Corp 0.81%
  • Bloom Energy Corp 0.67%
  • Tapestry Inc 0.63%
  • FTAI Aviation Ltd 0.62%
  • Texas Pacific Land Corp 0.60%
  • Omnicom Group Inc 0.54%
  • Steel Dynamics Inc 0.53%

Open IJH or SCHM at a brokerage

Both funds trade commission-free at major US brokerages.

Open at Fidelity

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.