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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
38.2 %

188 positions appear in both funds. Buying equal dollars of IJK and SCHM would leave roughly 38.2% of each dollar exposed to the same underlying securities.

IJK only 66.4% Shared 38.2% SCHM only 61.7%
In IJK only
56 positions
Shared
188 positions
In SCHM only
309 positions

Side by side

IJK

iShares S&P Mid-Cap 400 Growth ETF

iShares · US Mid Cap

89 composite / 100
Expense ratio
0.17%
Net assets
$11.30B
TTM yield
0.54%
Top-10 conc.
17.8%
SCHM

Schwab U.S. Mid-Cap ETF

Schwab · US Mid Cap

96 composite / 100
Expense ratio
0.030%
Net assets
$15.32B
TTM yield
1.25%
Top-10 conc.
8.2%

Sub-score comparison

83
Cost
97
89
Tax efficiency
88
100
Liquidity
100
89
Concentration
100
—
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 14 bps cheaper than IJK. On a $100,000 position that's about $140/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

188 shared in total
# Holding In IJK In SCHM Overlap
1 TechnipFMC plc 1.71% 0.53% 0.53%
2 Curtiss-Wright Corp. 1.54% 0.51% 0.51%
3 Casey's General Stores, Inc. 1.65% 0.50% 0.50%
4 XPO, Inc. 1.40% 0.49% 0.49%
5 Royal Gold, Inc. 1.26% 0.48% 0.48%
6 Flex Ltd. 1.48% 0.46% 0.46%
7 Woodward, Inc. 1.31% 0.46% 0.46%
8 ATI, Inc. 1.21% 0.44% 0.44%
9 United Therapeutics Corp. 1.57% 0.43% 0.43%
10 Tenet Healthcare Corp. 1.02% 0.42% 0.42%
11 Entegris, Inc. 0.44% 0.40% 0.40%
12 Carpenter Technology Corp. 1.20% 0.39% 0.39%

Only in IJK

56 total
  • BlackRock Funds III 4.65%
  • Everpure, Inc. 1.14%
  • Hecla Mining Co. 0.77%
  • Advanced Energy Industries, Inc. 0.75%
  • Illumina, Inc. 0.62%
  • TTM Technologies, Inc. 0.62%
  • Arrowhead Pharmaceuticals, Inc. 0.54%
  • Moog, Inc. 0.51%
  • SiTime Corp. 0.47%
  • FirstCash Holdings, Inc. 0.45%

Only in SCHM

309 total
  • Sandisk Corp/DE 1.86%
  • Lumentum Holdings Inc 0.98%
  • Ciena Corp 0.97%
  • Coherent Corp 0.81%
  • Bloom Energy Corp 0.67%
  • Tapestry Inc 0.63%
  • FTAI Aviation Ltd 0.62%
  • Texas Pacific Land Corp 0.60%
  • Omnicom Group Inc 0.54%
  • Steel Dynamics Inc 0.53%

Open IJK or SCHM at a brokerage

Both funds trade commission-free at major US brokerages.

Open at Fidelity

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.