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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
35.9 %

184 positions appear in both funds. Buying equal dollars of IJK and SCHM would leave roughly 35.9% of each dollar exposed to the same underlying securities.

IJK unmatched 63.9% Shared 35.9% SCHM unmatched 64.0%

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 IJK only
59 positions
Shared
184 positions
In SCHM only
307 positions

Side by side

IJK

iShares S&P Mid-Cap 400 Growth ETF

iShares · US Mid Cap

91 composite / 100
Expense ratio
0.16%
Net assets
$10.37B
TTM yield
0.58%
Top-10 conc.
14.4%
SCHM

Schwab U.S. Mid-Cap ETF

Schwab · US Mid Cap

96 composite / 100
Expense ratio
0.030%
Net assets
$14.82B
TTM yield
1.26%
Top-10 conc.
12.4%

Sub-score comparison

84
Cost
97
89
Tax efficiency
88
100
Liquidity
100
94
Concentration
97
—
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 13 bps cheaper than IJK. On a $100,000 position that's about $130/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

184 shared in total
# Holding In IJK In SCHM Overlap
1 Twilio, Inc. 1.66% 0.67% 0.67%
2 TechnipFMC plc 1.40% 0.58% 0.58%
3 Okta, Inc. 1.21% 0.54% 0.54%
4 ATI, Inc. 1.42% 0.52% 0.52%
5 nVent Electric plc 1.45% 0.45% 0.45%
6 Carpenter Technology Corp. 1.62% 0.44% 0.44%
7 Tenet Healthcare Corp. 0.85% 0.43% 0.43%
8 XPO, Inc. 1.28% 0.42% 0.42%
9 United Therapeutics Corp. 1.22% 0.40% 0.40%
10 Curtiss-Wright Corp. 1.48% 0.40% 0.40%
11 Coeur Mining, Inc. 0.89% 0.40% 0.40%
12 Royal Gold, Inc. 0.86% 0.40% 0.40%

Only in IJK

59 total
  • Everpure, Inc. 1.32%
  • TTM Technologies, Inc. 1.03%
  • SiTime Corp. 0.88%
  • Illumina, Inc. 0.76%
  • Advanced Energy Industries, Inc. 0.75%
  • Sanmina Corp. 0.72%
  • DigitalOcean Holdings, Inc. 0.68%
  • Moog, Inc. 0.64%
  • Arrowhead Pharmaceuticals, Inc. 0.61%
  • Viavi Solutions, Inc. 0.59%

Only in SCHM

307 total
  • Sandisk Corp 4.32%
  • Lumentum Holdings Inc 1.32%
  • Coherent Corp 1.01%
  • Ciena Corp 1.01%
  • Bloom Energy Corp 1.00%
  • Moderna Inc 0.92%
  • Revolution Medicines Inc 0.76%
  • Flex Ltd 0.75%
  • Steel Dynamics Inc 0.59%
  • Centene Corp 0.56%

Percentages are holdings overlap with the named fund.

Open IJK or SCHM 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.