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ETF comparison

IJK vs SCHD

US Mid Cap vs Dividend.

iShares S&P Mid-Cap 400 Growth ETF · Schwab U.S. Dividend Equity ETF

Holdings overlap

Weighted by ISIN/CUSIP
1.6 %

9 positions appear in both funds. Buying equal dollars of IJK and SCHD would leave roughly 1.6% of each dollar exposed to the same underlying securities.

IJK unmatched 98.3% Shared 1.6% SCHD unmatched 98.2%

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
234 positions
Shared
9 positions
In SCHD only
90 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%
SCHD

Schwab U.S. Dividend Equity ETF

Schwab · Dividend

85 composite / 100
Expense ratio
0.060%
Net assets
$107.89B
TTM yield
2.99%
Top-10 conc.
43.6%

Sub-score comparison

84
Cost
94
89
Tax efficiency
75
100
Liquidity
100
94
Concentration
52
—
Tracking quality
—
IJK sub-score SCHD

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

Cost difference

SCHD is 10 bps cheaper than IJK. On a $100,000 position that's about $100/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 SCHD.

Top shared holdings

9 shared in total
# Holding In IJK In SCHD Overlap
1 East West Bancorp, Inc. 0.48% 0.42% 0.42%
2 Autoliv, Inc. 0.26% 0.22% 0.22%
3 Old Republic International Corp. 0.25% 0.21% 0.21%
4 American Financial Group, Inc. 0.21% 0.23% 0.21%
5 Nexstar Media Group, Inc. 0.15% 0.13% 0.13%
6 MSC Industrial Direct Co., Inc. 0.12% 0.13% 0.12%
7 Vail Resorts, Inc. 0.13% 0.12% 0.12%
8 Federated Hermes, Inc. 0.21% 0.10% 0.10%
9 Marzetti Co. (The) 0.06% 0.06% 0.06%

Only in IJK

234 total
  • Twilio, Inc. 1.66%
  • Carpenter Technology Corp. 1.62%
  • Curtiss-Wright Corp. 1.48%
  • nVent Electric plc 1.45%
  • ATI, Inc. 1.42%
  • TechnipFMC plc 1.40%
  • Sterling Infrastructure, Inc. 1.36%
  • MasTec, Inc. 1.36%
  • Woodward, Inc. 1.34%
  • MACOM Technology Solutions Holdings, Inc. 1.32%

Only in SCHD

90 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%

Percentages are holdings overlap with the named fund.

Open IJK 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.