Data as of Oct 28, 2026.
IJH vs SCHH: Differences, Returns & Fees
Over the year to Oct 28, 2026, IJH returned +13.2% to SCHH's +8.7%; 1% of their weight is in the same names.
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Net assets: $122.8bn on Oct 27, 2026 for iShares Core S&P Mid-Cap ETF, and $11.2bn on Aug 31, 2026 for Schwab U.S. REIT ETF.
Pair scorecard
IJH costs 0.02 points a year less; their one-year returns differ by 4.5 points.
| Measure | IJH | SCHH |
|---|---|---|
| Return | ||
| Total return, 1 year | +13.2% | +8.7% |
| Drawdown | ||
| Below its high | 6.5%, high on Aug 14, 2026 | 8.5%, high on Jul 24, 2026 |
| Benchmark | ||
| What it tracks | S&P MidCap 400 | US REIT |
| Cost and size | ||
| Expense ratio | 0.05% | 0.07% |
| Net assets, IJH as of Oct 27, 2026 and SCHH as of Aug 31, 2026 | $122.8bn | $11.2bn |
| Holdings | ||
| Holdings in common | 1% | |
| Top ten holdings, share of the fund | 7.2% | 51.6% |
Holdings in common uses holdings dated Aug 31, 2026 and Oct 27, 2026. Method
Risk and return
Jan 21, 2011 to Oct 23, 2026 · 822 weekly returnsIJH returned more: +399.1% to +175.1%. IJH swung slightly less: 19.3% to 20.9%. IJH fell slightly less at its worst: −39.7% to −42.3%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | IJH | SCHH | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +399.1% | +175.1% | IJH | Price change plus distributions, reinvested. |
| Annualized | +10.7% | +6.6% | IJH | Total return as a yearly rate. |
| Price return | +296.6% | +79.9% | IJH | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 19.3% | 20.9% | IJH (slight) | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 13.4% | 14.7% | IJH (slight) | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −39.7% | −42.3% | IJH (slight) | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.54 | 0.33 | IJH | Return above Treasury bills per unit of volatility. |
| Sortino | 0.78 | 0.47 | IJH | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.27 | 0.16 | IJH | Annualized return divided by the max drawdown. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 822 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, IJH and SCHH hold 1% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Oct 27, 2026.
half
1% in common
Only in one fund ↓
Side by side
IJH and SCHH on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
IJH and SCHH do different jobs. What does each one do in a portfolio?
- What each follows. IJH follows S&P MidCap 400 and SCHH follows US REIT.
- Holdings in common. 1% of the weight is in the same securities (holdings dated Oct 27, 2026 and Aug 31, 2026).
- One-year total return. Over 1 year to Oct 28, 2026 IJH returned +13.2% and SCHH +8.7% with distributions reinvested, a gap of 4.5 points.
Data as of Oct 28, 2026.
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IJH
IJH tracks the S&P MidCap 400. Over the year to Oct 28, 2026 it returned +13.2% with distributions reinvested, against +12.8% for its benchmark, the S&P MidCap 400. The prospectus expense ratio is 0.05% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 409 positions, with the top ten at 7.2%. It sat 6.5% below its high of Aug 14, 2026 on Oct 28, 2026.
SCHH
SCHH tracks an index of US REIT. Over the year to Oct 28, 2026 it returned +8.7% with distributions reinvested. The prospectus expense ratio is 0.07% a year. By its holdings filed for Aug 31, 2026, 74% of the fund by weight is stocks the S&P 500 also holds, across 117 positions, with the top ten at 51.6%. It sat 8.5% below its high of Jul 24, 2026 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, IJH or SCHH?
- In the year to Oct 28, 2026, with distributions reinvested, IJH returned +13.2% and SCHH +8.7%.
- Which is cheaper, IJH or SCHH?
- IJH is cheaper, by 0.02 percentage points a year. That is about $2 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
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ETFIQ, IJH against SCHH, data as of Oct 28, 2026. https://etfiq.com/compare/any/ijh-vs-schh
ETFIQ. (Oct 28, 2026). IJH against SCHH. Retrieved from https://etfiq.com/compare/any/ijh-vs-schh
[IJH against SCHH (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/ijh-vs-schh)
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