Which returned more over the last year, IJH or SCHM?

In the year to Oct 20, 2026, with distributions reinvested, IJH returned +13.4% and SCHM +17.6%.

Which is cheaper, IJH or SCHM?

SCHM 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.

How much do IJH and SCHM overlap with the S&P 500?

By their latest filed holdings, 0% of IJH and 30% of SCHM by weight is stocks the S&P 500 already holds.

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IJH vs SCHM: Differences, Returns & Fees

IJH and SCHM hold 46% of their weight in the same names, and SCHM returned +17.6% over the year. Net assets: $122.5bn on Oct 20, 2026 for iShares Core S&P Mid-Cap ETF, and $14.6bn on May 31, 2026 for Schwab U.S. Mid-Cap ETF.

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Answers cite the figures on this page.

SCHM costs 0.02 points a year less; their one-year returns differ by 4.2 points; IJH is 8.4 times larger.

IJH vs SCHM: Differences, Returns & Fees
	IJH	SCHM
Expense ratio	0.05%	0.03%
Net assets, as of Feb 28, 2025	$94.7bn	$11.3bn
Total return, 1 year	+13.4%	+17.6%
What it tracks	S&P MidCap 400	Dow Jones U.S. Mid-Cap Total Stock Market Index
Holdings in common	46%
Top ten holdings, share of the fund	7.1%	13.3%
Below its high	6.8%, high on Aug 14, 2026	5.8%, high on Jun 30, 2026

Holdings in common uses holdings dated May 31, 2026 and Oct 19, 2026.

+13.4%

IJH total return, 1 year

+17.6%

SCHM total return, 1 year

0.05%

IJH expense ratio

0.03%

SCHM expense ratio

What they hold in common

By the books each fund has filed, IJH and SCHM hold 46% of their money in the same securities at the same weight. Holdings dated May 31, 2026 and Oct 19, 2026.

50%

half

46% in common

Positions both hold, largest shared weight first

Holding IJH SCHM

TECHNIPFMC PLC 0.81% 0.51%

CURTISS WRIGHT 0.54% 0.51%

NVENT ELECTRIC PLC 0.68% 0.50%

XPO 0.64% 0.47%

UNITED THERAPEUTICS 0.69% 0.45%

ATI 0.76% 0.44%

MACOM TECHNOLOGY SOLUTIONS 0.55% 0.44%

CARPENTER TECHNOLOGY 0.55% 0.43%

MKS 0.43% 0.40%

ENTEGRIS INC 0.65% 0.39%

OKTA CLASS A 0.93% 0.39%

WOODWARD 0.57% 0.39%

Only in IJH

RELIANCE STEEL & ALUMINUM 0.63%

TOAST CLASS A 0.48%

SHARKNINJA 0.46%

W. P. CAREY REIT 0.43%

SUN COMMUNITIES REIT INC 0.42%

TRANSUNION 0.41%

OMEGA HEALTHCARE INVESTORS REIT 0.40%

ANNALY CAPITAL MANAGEMENT REIT 0.40%

Only in SCHM

Sandisk Corp 4.64%

Ciena Corp 1.51%

Bloom Energy Corp 1.36%

Coherent Corp 1.26%

Lumentum Holdings Inc 1.13%

Flex Ltd 1.03%

Steel Dynamics Inc 0.66%

Revolution Medicines Inc 0.57%

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On the same fields

IJH

iShares Core S&P Mid-Cap ETF

SCHM

Schwab U.S. Mid-Cap ETF

Where it sits Stock ETF Stock ETF

Issuer iShares Schwab

What it is Tracks the S&P MidCap 400 Tracks an index

Total return, 1 year +13.4% +17.6%

Its benchmark over the same days +13.1% (MDY) +15.9% (VOO)

Gap to its benchmark +0.3 pts vs MDY +1.7 pts vs VOO

Expense ratio 0.05% 0.03%

Already in the S&P 500 0.0% 30.3%

Holdings 410 496

Net assets, IJH as of Oct 20, 2026 and SCHM as of May 31, 2026 $122.5bn $14.6bn

IJH and SCHM on the fields both publish, as of Oct 20, 2026. Source: ETFIQ.

About IJH

IJH tracks the S&P MidCap 400. Over the year to Oct 20, 2026 it returned +13.4% with distributions reinvested, against +13.1% 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 19, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 410 positions, with the top ten at 7.1%. It sat 6.8% below its high of Aug 14, 2026 on Oct 20, 2026.

About SCHM

SCHM tracks an index. Over the year to Oct 20, 2026 it returned +17.6% with distributions reinvested, against +15.9% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.03% a year. By its holdings filed for May 31, 2026, 30% of the fund by weight is stocks the S&P 500 also holds, across 496 positions, with the top ten at 13.3%. It sat 5.8% below its high of Jun 30, 2026 on Oct 20, 2026.

Questions people ask

Which returned more over the last year, IJH or SCHM?: In the year to Oct 20, 2026, with distributions reinvested, IJH returned +13.4% and SCHM +17.6%.
Which is cheaper, IJH or SCHM?: SCHM 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.
How much do IJH and SCHM overlap with the S&P 500?: By their latest filed holdings, 0% of IJH and 30% of SCHM by weight is stocks the S&P 500 already holds.

Other comparisons

IJH vs MOAT IJH vs SPMD IJH vs MDY IJH vs VXF SCHM vs VO IWR vs SCHM SCHM vs VXF SCHM vs SPMD

IJH on its own →SCHM on its own →Hold both: look the portfolio through →Rankings →IJH dividend history →IJH holdings →SCHM dividend history →SCHM holdings →Standards and sources →

Where these figures came from

IJH filings on SEC EDGAR ↗IJH prospectus with the expense ratio (SEC) ↗iShares page for IJH ↗SCHM filings on SEC EDGAR ↗SCHM prospectus with the expense ratio (SEC) ↗Schwab website ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. 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.

Cite this pageCitation, APA and Markdown

ETFIQ, IJH against SCHM, data as of Oct 20, 2026. https://etfiq.com/compare/any/ijh-vs-schm

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Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.