Skip to main content

ETF comparison

IJJ vs SCHB

US Mid Cap vs US Total Market.

iShares S&P Mid-Cap 400 Value ETF · Schwab U.S. Broad Market ETF

Holdings overlap

Weighted by ISIN/CUSIP
3.2 %

299 positions appear in both funds. Buying equal dollars of IJJ and SCHB would leave roughly 3.2% of each dollar exposed to the same underlying securities.

IJJ unmatched 96.3% Shared 3.2% SCHB unmatched 96.7%

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 IJJ only
0 positions
Shared
299 positions
In SCHB only
2,106 positions

Side by side

IJJ

iShares S&P Mid-Cap 400 Value ETF

iShares · US Mid Cap

89 composite / 100
Expense ratio
0.18%
Net assets
$8.33B
TTM yield
1.63%
Top-10 conc.
10.1%
SCHB

Schwab U.S. Broad Market ETF

Schwab · US Total Market

91 composite / 100
Expense ratio
0.030%
Net assets
$44.43B
TTM yield
1.04%
Top-10 conc.
34.9%

Sub-score comparison

82
Cost
97
87
Tax efficiency
88
97
Liquidity
100
100
Concentration
64
—
Tracking quality
—
IJJ sub-score SCHB

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

Cost difference

SCHB is 15 bps cheaper than IJJ. On a $100,000 position that's about $150/yr more in fees for IJJ.

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 IJJ vs SCHB.

Top shared holdings

299 shared in total
# Holding In IJJ In SCHB Overlap
1 Illumina, Inc. 0.70% 0.03% 0.03%
2 Nextpower, Inc. 0.36% 0.03% 0.03%
3 MKS, Inc. 0.50% 0.03% 0.03%
4 Entegris, Inc. 0.95% 0.03% 0.03%
5 Lattice Semiconductor Corp. 0.49% 0.03% 0.03%
6 Burlington Stores, Inc. 0.45% 0.03% 0.03%
7 Alcoa Corp. 0.79% 0.03% 0.03%
8 Reliance, Inc. 1.10% 0.03% 0.03%
9 TD SYNNEX Corp. 1.15% 0.03% 0.03%
10 US Foods Holding Corp. 1.29% 0.02% 0.02%
11 WESCO International, Inc. 0.97% 0.02% 0.02%
12 East West Bancorp, Inc. 0.50% 0.02% 0.02%

Only in IJJ

0 total

Every IJJ position is also held by SCHB.

Only in SCHB

2,106 total
  • NVIDIA Corp 7.02%
  • Apple Inc 6.26%
  • Microsoft Corp 4.57%
  • Amazon.com Inc 3.62%
  • Alphabet Inc 3.03%
  • Broadcom Inc 2.90%
  • Alphabet Inc 2.41%
  • Meta Platforms Inc 1.89%
  • Tesla Inc 1.68%
  • Micron Technology Inc 1.49%

Percentages are holdings overlap with the named fund.

Open IJJ or SCHB 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.