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ETF comparison

IJH vs SCHV

US Mid Cap vs US Value.

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

Holdings overlap

Weighted by ISIN/CUSIP
5.1 %

134 positions appear in both funds. Buying equal dollars of IJH and SCHV would leave roughly 5.1% of each dollar exposed to the same underlying securities.

IJH unmatched 94.6% Shared 5.1% SCHV unmatched 94.6%

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 IJH only
266 positions
Shared
134 positions
In SCHV only
421 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%
SCHV

Schwab U.S. Large-Cap Value ETF

Schwab · US Value

94 composite / 100
Expense ratio
0.040%
Net assets
$15.68B
TTM yield
1.80%
Top-10 conc.
20.3%

Sub-score comparison

95
Cost
96
88
Tax efficiency
87
100
Liquidity
100
99
Concentration
85
—
Tracking quality
—
IJH sub-score SCHV

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

Cost difference

SCHV is 1 bps cheaper than IJH. On a $100,000 position that's about $10/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 SCHV.

Top shared holdings

134 shared in total
# Holding In IJH In SCHV Overlap
1 TWILIO INC 0.86% 0.11% 0.11%
2 ILLUMINA INC 0.73% 0.10% 0.10%
3 TECHNIPFMC PLC 0.73% 0.10% 0.10%
4 EVERPURE INC 0.68% 0.09% 0.09%
5 NVENT ELECTRIC PLC 0.75% 0.08% 0.08%
6 US FOODS HOLDING CORP 0.62% 0.07% 0.07%
7 TENET HEALTHCARE CORP 0.44% 0.07% 0.07%
8 XPO INC 0.66% 0.07% 0.07%
9 UNITED THERAPEUTICS CORP 0.63% 0.07% 0.07%
10 ROYAL GOLD INC 0.45% 0.07% 0.07%
11 ENTEGRIS INC 0.75% 0.06% 0.06%
12 ROKU INC 0.50% 0.06% 0.06%

Only in IJH

266 total
  • CARPENTER TECHNOLOGY CORP 0.84%
  • MKS INC 0.83%
  • CURTISS-WRIGHT CORP 0.77%
  • ATI INC 0.74%
  • STERLING INFRASTRUCTURE INC 0.71%
  • MASTEC INC 0.71%
  • MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 0.69%
  • OKTA INC 0.63%
  • RBC BEARINGS INC 0.56%
  • TTM TECHNOLOGIES INC 0.53%

Only in SCHV

421 total
  • Micron Technology Inc 3.40%
  • JPMorgan Chase & Co 3.00%
  • Berkshire Hathaway Inc 2.91%
  • ExxonMobil Holdings Corp 2.10%
  • Johnson & Johnson 2.01%
  • Walmart Inc 1.45%
  • AbbVie Inc 1.43%
  • Intel Corp 1.39%
  • Cisco Systems Inc 1.37%
  • Bank of America Corp 1.27%

Percentages are holdings overlap with the named fund.

Open IJH or SCHV 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.