Get the weekly note

Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

IJH vs SCHH: how they differ

IJH and SCHH hold 6% of their weight in the same names, and IJH returned more over the year.

iShares Core S&P Mid-Cap ETF and Schwab U.S. REIT ETF.

What they hold in common

By the books each fund has filed, IJH and SCHH hold 6% of their money in the same securities at the same weight.

Positions IJH and SCHH both hold, largest shared weight first
HoldingIJHSCHH
W.P. CAREY INC0.44%1.16%
OMEGA HEALTHCARE INVESTORS INC0.39%0.98%
LAMAR ADVERTISING COMPANY0.38%0.94%
GAMING AND LEISURE PROPERTIES INC0.35%0.94%
EQUITY LIFESTYLE PROPERTIES INC0.34%0.85%
EASTGROUP PROPERTIES INC0.30%0.76%
AMERICAN HOMES 4 RENT0.29%0.74%
AMERICAN HEALTHCARE REIT INC0.28%0.62%
BRIXMOR PROPERTY GROUP INC0.27%0.67%
CARETRUST REIT INC0.26%0.65%
AGREE REALTY CORP0.25%0.63%
CUBESMART0.25%0.65%
Largest positions each one holds and the other does not
Only in IJHOnly in SCHH
TWILIO INC 0.86%Welltower Inc 9.64%
CARPENTER TECHNOLOGY CORP 0.85%Prologis Inc 8.97%
MKS INC 0.83%Equinix Inc 4.89%
CURTISS-WRIGHT CORP 0.77%Simon Property Group Inc 4.48%
ENTEGRIS INC 0.76%Digital Realty Trust Inc 4.36%
NVENT ELECTRIC PLC 0.76%American Tower Corp 4.35%
ATI INC 0.74%Realty Income Corp 4.00%
ILLUMINA INC 0.73%Public Storage 3.41%

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 dated Jun 30, 2026 and May 31, 2026.

IJH and SCHH on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
IJH
iShares Core S&P Mid-Cap ETF
SCHH
Schwab U.S. REIT ETF
Where it sitsCore index fundCore index fund
IssueriSharesSchwab
What it isS&P MidCap 400US REIT
Total return, 1 year+13.4%+9.8%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−4.1 pts−7.7 pts
Expense ratio0.05%0.07%
Already in the S&P 5000.0%74.0%
Holdings400117

IJH in plain words

IJH is an index equity fund tracking the S&P MidCap 400. Over the year to Sep 11, 2026 it returned +13.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% 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 5.4% below its high of Aug 14, 2026 on Sep 11, 2026.

SCHH in plain words

SCHH is an index equity fund tracking the US REIT. Over the year to Sep 11, 2026 it returned +9.8% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.07% a year. By its holdings filed for May 31, 2026, 74% of the fund by weight is stocks the S&P 500 also holds, across 117 positions, with the top ten at 49.8%. It sat 6.7% below its high of Jul 24, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, IJH or SCHH?
In the year to Sep 12, 2026, with distributions reinvested, IJH returned +13.4% and SCHH returned +9.8%, so IJH returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IJH or SCHH?
IJH charges 0.05% a year and SCHH charges 0.07%, so IJH is cheaper. Fees come from each fund's prospectus.
How much do IJH and SCHH overlap with the S&P 500?
By their latest filed holdings, 0% of IJH and 74% of SCHH by weight is stocks the S&P 500 already holds. Between the two funds, 6% of their books are the same securities at the same weight.

Other comparisons

Where to next

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.

IJH against SCHH, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, IJH against SCHH, data as of Sep 12, 2026. https://etfiq.com/compare/any/IJH-SCHH Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources