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ETF comparison

IJH vs SCHA

US Mid Cap vs US Small Cap.

iShares Core S&P Mid-Cap ETF · Schwab U.S. Small-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
30.7 %

228 positions appear in both funds. Buying equal dollars of IJH and SCHA would leave roughly 30.7% of each dollar exposed to the same underlying securities.

IJH unmatched 69.0% Shared 30.7% SCHA unmatched 69.2%

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 IJH only
172 positions
Shared
228 positions
In SCHA only
1,477 positions

Side by side

IJH

iShares Core S&P Mid-Cap ETF

iShares · US Mid Cap

95 composite / 100
Expense ratio
0.050%
Net assets
$123.20B
TTM yield
1.22%
Top-10 conc.
10.9%
SCHA

Schwab U.S. Small-Cap ETF

Schwab · US Small Cap

96 composite / 100
Expense ratio
0.030%
Net assets
$22.04B
TTM yield
1.11%
Top-10 conc.
10.1%

Sub-score comparison

95
Cost
97
88
Tax efficiency
88
100
Liquidity
100
99
Concentration
100
—
Tracking quality
—
IJH sub-score SCHA

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

Cost difference

SCHA is 2 bps cheaper than IJH. On a $100,000 position that's about $20/yr more in fees for IJH.

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 IJH vs SCHA.

Top shared holdings

228 shared in total
# Holding In IJH In SCHA Overlap
1 ATI INC 0.74% 0.59% 0.59%
2 COEUR MINING INC 0.46% 0.45% 0.45%
3 MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 0.69% 0.36% 0.36%
4 MKS INC 0.83% 0.36% 0.36%
5 PINNACLE FINANCIAL PARTNERS INC 0.42% 0.32% 0.32%
6 STERLING INFRASTRUCTURE INC 0.71% 0.30% 0.30%
7 MUELLER INDUSTRIES INC 0.37% 0.29% 0.29%
8 HECLA MINING COMPANY 0.28% 0.28% 0.28%
9 ONTO INNOVATION INC 0.52% 0.28% 0.28%
10 FIVE BELOW INC 0.27% 0.29% 0.27%
11 SITIME CORP 0.45% 0.26% 0.26%
12 SEMTECH CORP 0.41% 0.26% 0.26%

Only in IJH

172 total
  • TWILIO INC 0.86%
  • CARPENTER TECHNOLOGY CORP 0.84%
  • CURTISS-WRIGHT CORP 0.77%
  • NVENT ELECTRIC PLC 0.75%
  • ENTEGRIS INC 0.75%
  • ILLUMINA INC 0.73%
  • TECHNIPFMC PLC 0.73%
  • MASTEC INC 0.71%
  • WOODWARD INC 0.70%
  • EVERPURE INC 0.68%

Only in SCHA

1,477 total
  • Sandisk Corp 4.87%
  • Lumentum Holdings Inc 1.49%
  • Revolution Medicines Inc 0.86%
  • Guardant Health Inc 0.44%
  • Samsara Inc 0.32%
  • BitMine Immersion Technologies Inc 0.30%
  • Bridgebio Pharma Inc 0.28%
  • Rocket Cos Inc 0.28%
  • EchoStar Corp 0.25%
  • Wayfair Inc 0.23%

Percentages are holdings overlap with the named fund.

Open IJH or SCHA 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.