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ETF comparison

IJK vs SCHB

US Mid Cap vs US Total Market.

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

Holdings overlap

Weighted by ISIN/CUSIP
3.2 %

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

IJK unmatched 96.6% Shared 3.2% SCHB unmatched 96.6%

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 IJK only
0 positions
Shared
243 positions
In SCHB only
2,162 positions

Side by side

IJK

iShares S&P Mid-Cap 400 Growth ETF

iShares · US Mid Cap

91 composite / 100
Expense ratio
0.16%
Net assets
$10.29B
TTM yield
0.60%
Top-10 conc.
14.4%
SCHB

Schwab U.S. Broad Market ETF

Schwab · US Total Market

91 composite / 100
Expense ratio
0.030%
Net assets
$44.43B
TTM yield
1.05%
Top-10 conc.
34.9%

Sub-score comparison

84
Cost
97
89
Tax efficiency
88
100
Liquidity
100
94
Concentration
64
—
Tracking quality
—
IJK sub-score SCHB

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

Cost difference

SCHB is 13 bps cheaper than IJK. On a $100,000 position that's about $130/yr more in fees for IJK.

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 IJK vs SCHB.

Top shared holdings

243 shared in total
# Holding In IJK In SCHB Overlap
1 Twilio, Inc. 1.66% 0.04% 0.04%
2 TechnipFMC plc 1.40% 0.04% 0.04%
3 Curtiss-Wright Corp. 1.48% 0.04% 0.04%
4 nVent Electric plc 1.45% 0.04% 0.04%
5 Sterling Infrastructure, Inc. 1.36% 0.04% 0.04%
6 XPO, Inc. 1.28% 0.03% 0.03%
7 Everpure, Inc. 1.32% 0.03% 0.03%
8 Illumina, Inc. 0.76% 0.03% 0.03%
9 ATI, Inc. 1.42% 0.03% 0.03%
10 United Therapeutics Corp. 1.22% 0.03% 0.03%
11 MACOM Technology Solutions Holdings, Inc. 1.32% 0.03% 0.03%
12 Carpenter Technology Corp. 1.62% 0.03% 0.03%

Only in IJK

0 total

Every IJK position is also held by SCHB.

Only in SCHB

2,162 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 IJK 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.