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ETF comparison

IJK vs SCHM

Both US Mid Cap.

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

Holdings overlap

Weighted by ISIN/CUSIP
36.3 %

186 positions appear in both funds. Buying equal dollars of IJK and SCHM would leave roughly 36.3% of each dollar exposed to the same underlying securities.

IJK unmatched 63.5% Shared 36.3% SCHM unmatched 63.5%

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
57 positions
Shared
186 positions
In SCHM only
310 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%
SCHM

Schwab U.S. Mid-Cap ETF

Schwab · US Mid Cap

96 composite / 100
Expense ratio
0.030%
Net assets
$14.32B
TTM yield
1.29%
Top-10 conc.
13.3%

Sub-score comparison

84
Cost
97
89
Tax efficiency
88
100
Liquidity
100
94
Concentration
95
—
Tracking quality
—
IJK sub-score SCHM

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

Cost difference

SCHM 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 SCHM.

Top shared holdings

186 shared in total
# Holding In IJK In SCHM Overlap
1 Twilio, Inc. 1.66% 0.54% 0.54%
2 TechnipFMC plc 1.40% 0.51% 0.51%
3 Curtiss-Wright Corp. 1.48% 0.51% 0.51%
4 nVent Electric plc 1.45% 0.50% 0.50%
5 Sterling Infrastructure, Inc. 1.36% 0.49% 0.49%
6 XPO, Inc. 1.28% 0.47% 0.47%
7 United Therapeutics Corp. 1.22% 0.44% 0.44%
8 ATI, Inc. 1.42% 0.44% 0.44%
9 MACOM Technology Solutions Holdings, Inc. 1.32% 0.44% 0.44%
10 Fabrinet 1.07% 0.43% 0.43%
11 Carpenter Technology Corp. 1.62% 0.43% 0.43%
12 Nextpower, Inc. 0.61% 0.43% 0.43%

Only in IJK

57 total
  • Everpure, Inc. 1.32%
  • TTM Technologies, Inc. 1.03%
  • SiTime Corp. 0.88%
  • Illumina, Inc. 0.76%
  • Advanced Energy Industries, Inc. 0.75%
  • Sanmina Corp. 0.72%
  • DigitalOcean Holdings, Inc. 0.68%
  • Moog, Inc. 0.64%
  • Arrowhead Pharmaceuticals, Inc. 0.61%
  • Viavi Solutions, Inc. 0.59%

Only in SCHM

310 total
  • Sandisk Corp/DE 4.64%
  • Ciena Corp 1.52%
  • Bloom Energy Corp 1.36%
  • Coherent Corp 1.26%
  • Lumentum Holdings Inc 1.13%
  • Flex Ltd 1.03%
  • Steel Dynamics Inc 0.66%
  • Revolution Medicines Inc 0.57%
  • Tapestry Inc 0.55%
  • Casey's General Stores Inc 0.53%

Percentages are holdings overlap with the named fund.

Open IJK or SCHM 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.