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ETF comparison

IJH vs SCHX

US Mid Cap vs US Large Cap.

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

Holdings overlap

Weighted by ISIN/CUSIP
2.9 %

166 positions appear in both funds. Buying equal dollars of IJH and SCHX would leave roughly 2.9% of each dollar exposed to the same underlying securities.

IJH unmatched 96.9% Shared 2.9% SCHX unmatched 96.9%

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
234 positions
Shared
166 positions
In SCHX only
581 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%
SCHX

Schwab U.S. Large-Cap ETF

Schwab · US Large Cap

91 composite / 100
Expense ratio
0.030%
Net assets
$73.24B
TTM yield
1.06%
Top-10 conc.
36.0%

Sub-score comparison

95
Cost
97
88
Tax efficiency
88
100
Liquidity
100
99
Concentration
63
—
Tracking quality
—
IJH sub-score SCHX

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

Cost difference

SCHX 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 SCHX.

Top shared holdings

166 shared in total
# Holding In IJH In SCHX Overlap
1 TWILIO INC 0.86% 0.05% 0.05%
2 ILLUMINA INC 0.73% 0.05% 0.05%
3 TECHNIPFMC PLC 0.73% 0.04% 0.04%
4 EVERPURE INC 0.68% 0.04% 0.04%
5 OKTA INC 0.63% 0.04% 0.04%
6 NVENT ELECTRIC PLC 0.75% 0.04% 0.04%
7 CARPENTER TECHNOLOGY CORP 0.84% 0.03% 0.03%
8 TENET HEALTHCARE CORP 0.44% 0.03% 0.03%
9 US FOODS HOLDING CORP 0.62% 0.03% 0.03%
10 XPO INC 0.66% 0.03% 0.03%
11 UNITED THERAPEUTICS CORP 0.63% 0.03% 0.03%
12 ROYAL GOLD INC 0.45% 0.03% 0.03%

Only in IJH

234 total
  • MKS INC 0.83%
  • ATI INC 0.74%
  • STERLING INFRASTRUCTURE INC 0.71%
  • MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 0.69%
  • TTM TECHNOLOGIES INC 0.53%
  • ONTO INNOVATION INC 0.52%
  • NEXTPOWER INC 0.49%
  • COEUR MINING INC 0.46%
  • SITIME CORP 0.45%
  • DYCOM INDUSTRIES INC 0.42%

Only in SCHX

581 total
  • NVIDIA Corp 7.69%
  • Apple Inc 6.69%
  • Microsoft Corp 5.42%
  • Amazon.com Inc 3.66%
  • Alphabet Inc 2.86%
  • Broadcom Inc 2.52%
  • Alphabet Inc 2.28%
  • Meta Platforms Inc 1.81%
  • Micron Technology Inc 1.56%
  • Tesla Inc 1.49%

Percentages are holdings overlap with the named fund.

Open IJH or SCHX 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.