ETF comparison
IJJ vs SCHD
US Mid Cap vs Dividend.
iShares S&P Mid-Cap 400 Value ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
17 positions appear in both funds. Buying equal dollars of IJJ and SCHD would leave roughly 3.3% 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
SCHD is 12 bps cheaper than IJJ. On a $100,000 position that's about $120/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 SCHD.
Top shared holdings
17 shared in total| # | Holding | In IJJ | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | East West Bancorp, Inc. | 0.50% | 0.42% | 0.42% |
| 2 | Watsco, Inc. | 0.84% | 0.32% | 0.32% |
| 3 | Fidelity National Financial, Inc. | 0.68% | 0.30% | 0.30% |
| 4 | HF Sinclair Corp. | 0.61% | 0.28% | 0.28% |
| 5 | Booz Allen Hamilton Holding Corp. | 0.42% | 0.24% | 0.24% |
| 6 | American Financial Group, Inc. | 0.33% | 0.23% | 0.23% |
| 7 | Columbia Banking System, Inc. | 0.53% | 0.22% | 0.22% |
| 8 | Old Republic International Corp. | 0.25% | 0.21% | 0.21% |
| 9 | Autoliv, Inc. | 0.17% | 0.22% | 0.17% |
| 10 | Macy's, Inc. | 0.36% | 0.15% | 0.15% |
| 11 | Nexstar Media Group, Inc. | 0.13% | 0.13% | 0.13% |
| 12 | Bank OZK | 0.31% | 0.13% | 0.13% |
Only in IJJ
282 total- US Foods Holding Corp. 1.29%
- TD SYNNEX Corp. 1.15%
- Reliance, Inc. 1.10%
- Performance Food Group Co. 1.01%
- WESCO International, Inc. 0.97%
- Entegris, Inc. 0.95%
- Annaly Capital Management, Inc. 0.94%
- Regal Rexnord Corp. 0.91%
- Toll Brothers, Inc. 0.90%
- Pinnacle Financial Partners, Inc. 0.87%
Only in SCHD
82 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 IJJ
- IJJ vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 3.3%
- IJJ vs VTI · Vanguard Morningstar Total Stock Market ETF 3.3%
- IJJ vs SCHB · Schwab U.S. Broad Market ETF 3.2%
- IJJ vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 2.6%
- IJJ vs IWF · iShares Russell 1000 Growth ETF 0.6%
- IJJ vs VOT · Vanguard Morningstar Mid-Cap Growth ETF 0.2%
More comparisons with SCHD
- SCHD vs IWY · iShares Russell Top 200 Growth ETF 3.2%
- SCHD vs DYNF · iShares U.S. Equity Factor Rotation Active ETF 3.1%
- SCHD vs ONEQ · Fidelity Nasdaq Composite Index ETF 3.1%
- SCHD vs IWF · iShares Russell 1000 Growth ETF 3.1%
- SCHD vs TCAF · T. Rowe Price Capital Appreciation Equity ETF 3.0%
- SCHD vs SCHM · Schwab U.S. Mid-Cap ETF 3.0%
Percentages are holdings overlap with the named fund.
Open IJJ 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.