Data as of Sep 4, 2026. Both funds on the fields they both publish, from the same sources.
IJH vs SCHD
iShares Core S&P Mid-Cap ETF and Schwab U.S. Dividend Equity ETF.
What they hold in common
By the books each fund has filed, IJH and SCHD hold 3% of their money in the same securities at the same weight.
| Holding | IJH | SCHD |
|---|---|---|
| EAST WEST BANCORP INC | 0.49% | 0.42% |
| WATSCO INC | 0.40% | 0.32% |
| FIDELITY NATIONAL FINANCIAL INC | 0.33% | 0.30% |
| HF SINCLAIR CORP | 0.29% | 0.28% |
| AMERICAN FINANCIAL GROUP INC | 0.27% | 0.23% |
| AUTOLIV INC | 0.22% | 0.22% |
| COLUMBIA BANKING SYSTEM INC | 0.26% | 0.22% |
| OLD REPUBLIC INTERNATIONAL CORP | 0.25% | 0.21% |
| BOOZ ALLEN HAMILTON HOLDING CORP | 0.20% | 0.24% |
| MACY'S INC | 0.17% | 0.15% |
| NEXSTAR MEDIA GROUP INC | 0.14% | 0.13% |
| BANK OZK | 0.14% | 0.13% |
| Only in IJH | Only in SCHD |
|---|---|
| TWILIO INC 0.86% | QUALCOMM Inc 6.75% |
| CARPENTER TECHNOLOGY CORP 0.85% | Texas Instruments Inc 5.92% |
| MKS INC 0.83% | UnitedHealth Group Inc 5.10% |
| CURTISS-WRIGHT CORP 0.77% | Coca-Cola Co/The 3.96% |
| ENTEGRIS INC 0.76% | Merck & Co Inc 3.87% |
| NVENT ELECTRIC PLC 0.76% | Chevron Corp 3.84% |
| ATI INC 0.74% | Verizon Communications Inc 3.66% |
| ILLUMINA INC 0.73% | Procter & Gamble Co/The 3.55% |
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings as filed for Jun 30, 2026 and May 31, 2026.
| IJH iShares Core S&P Mid-Cap ETF | SCHD Schwab U.S. Dividend Equity ETF | |
|---|---|---|
| Where it sits | Core fund | Core fund |
| Issuer | iShares | Schwab |
| What it is | S&P MidCap 400 | US dividend |
| Total return, 1 year | +16.9% | +30.3% |
| S&P 500 over the same days | +20.0% | +20.0% |
| Gap to the S&P 500 | −3.0 pts | +10.3 pts |
| Expense ratio | 0.05% | 0.06% |
| Already in the S&P 500 | 0.0% | 95.1% |
| Holdings | 400 | 99 |
IJH in plain words
IJH is a index equity fund tracking S&P MidCap 400. Over the year to Sep 4, 2026 it returned +16.9% with distributions reinvested, against +20.0% for the S&P 500 and +25.6% for the Nasdaq-100. The prospectus expense ratio is 0.05% a year. By its holdings filed for Jun 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 400 positions, with the top ten at 7.7%. It sat 3.6% below its high of Aug 14, 2026 on Sep 4, 2026.
SCHD in plain words
SCHD is a index equity fund tracking US dividend. Over the year to Sep 4, 2026 it returned +30.3% with distributions reinvested, against +20.0% for the S&P 500 and +25.6% for the Nasdaq-100. The prospectus expense ratio is 0.06% a year. By its holdings filed for May 31, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 99 positions, with the top ten at 43.7%.
Questions people ask
- Which returned more over the last year, IJH or SCHD?
- In the year to Sep 4, 2026, with distributions reinvested, IJH returned +16.9% and SCHD returned +30.3%, so SCHD returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IJH or SCHD?
- IJH charges 0.05% a year and SCHD charges 0.06%, so IJH is cheaper. Fees come from each fund's prospectus.
- How much do IJH and SCHD overlap with the S&P 500?
- By their latest filed holdings, 0% of IJH and 95% of SCHD by weight is stocks the S&P 500 already holds. Between the two funds, 3% of their books are the same securities at the same weight.
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Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
Cite this page. ETFIQ, IJH against SCHD, data as of Sep 4, 2026. https://etfiq.com/compare/any/IJH-SCHD.html Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources