ETF comparison
IJJ vs SCHB
US Mid Cap vs US Total Market.
iShares S&P Mid-Cap 400 Value ETF · Schwab U.S. Broad Market ETF
Holdings overlap
295 positions appear in both funds. Buying equal dollars of IJJ and SCHB would leave roughly 3.1% of each dollar exposed to the same underlying securities.
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.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SCHB is 15 bps cheaper than IJJ. On a $100,000 position that's about $150/yr more in fees for IJJ.
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 IJJ vs SCHB.
Top shared holdings
295 shared in total| # | Holding | In IJJ | In SCHB | Overlap |
|---|---|---|---|---|
| 1 | Illumina, Inc. | 0.70% | 0.04% | 0.04% |
| 2 | US Foods Holding Corp. | 1.29% | 0.03% | 0.03% |
| 3 | Entegris, Inc. | 0.95% | 0.03% | 0.03% |
| 4 | Reliance, Inc. | 1.10% | 0.03% | 0.03% |
| 5 | TD SYNNEX Corp. | 1.15% | 0.03% | 0.03% |
| 6 | Permian Resources Corp. | 0.83% | 0.02% | 0.02% |
| 7 | Nutanix, Inc. | 0.31% | 0.02% | 0.02% |
| 8 | Ovintiv, Inc. | 0.83% | 0.02% | 0.02% |
| 9 | East West Bancorp, Inc. | 0.50% | 0.02% | 0.02% |
| 10 | MKS, Inc. | 0.50% | 0.02% | 0.02% |
| 11 | Jones Lang LaSalle, Inc. | 0.83% | 0.02% | 0.02% |
| 12 | Annaly Capital Management, Inc. | 0.94% | 0.02% | 0.02% |
Only in IJJ
4 total- Webster Financial Corp. 0.71%
- Taylor Morrison Home Corp. 0.38%
- Janus Henderson Group plc 0.37%
- National Storage Affiliates Trust 0.11%
Only in SCHB
2,077 total- NVIDIA Corp 7.20%
- Apple Inc 6.27%
- Microsoft Corp 5.08%
- Amazon.com Inc 3.42%
- Alphabet Inc 2.68%
- Broadcom Inc 2.36%
- Alphabet Inc 2.13%
- Meta Platforms Inc 1.69%
- Micron Technology Inc 1.46%
- Tesla Inc 1.39%
Related comparisons
More comparisons with IJJ
- IJJ vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 2.6%
- IJJ vs IWF · iShares Russell 1000 Growth ETF 0.6%
- IJJ vs VOT · Vanguard Morningstar Mid-Cap Growth ETF 0.2%
- IJJ vs VO · Vanguard Morningstar Mid-Cap ETF 0.1%
- IJJ vs SPY · State Street SPDR S&P 500 ETF Trust 0.1%
- IJJ vs VUG · Vanguard Morningstar Growth ETF 0.0%
More comparisons with SCHB
- SCHB vs DFSV · DFA U.S. Small Cap Value Portfolio – ETF Class Shares 3.0%
- SCHB vs IWO · iShares Russell 2000 Growth ETF 2.4%
- SCHB vs VIOO · Vanguard S&P Small-Cap 600 Index Fund ETF Shares 2.4%
- SCHB vs SPSM · State Street SPDR Portfolio S&P 600 Small Cap ETF 2.4%
- SCHB vs IJR · iShares Core S&P Small-Cap ETF 2.4%
- SCHB vs PEY · Invesco High Yield Equity Dividend Achievers ETF 2.4%
Percentages are holdings overlap with the named fund.
Open IJJ or SCHB 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.