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

In the year to Oct 20, 2026, with distributions reinvested, IJK returned +14.9% and SCHM +17.6%.

Which is cheaper, IJK or SCHM?

SCHM is cheaper, by 0.13 percentage points a year. That is about $13 on $10,000 held for a year. Fees come from each fund's prospectus.

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

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

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IJK vs SCHM: Differences, Returns & Fees

IJK and SCHM hold 32% of their weight in the same names, and SCHM returned +17.6% over the year. Net assets: $10.5bn on Oct 20, 2026 for iShares S&P Mid-Cap 400 Growth 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 0.13 points a year less; their one-year returns differ by 2.7 points; SCHM is 1.2 times larger.

IJK vs SCHM: Differences, Returns & Fees
	IJK	SCHM
Expense ratio	0.16%	0.03%
Net assets, as of Feb 28, 2025	$9.1bn	$11.3bn
Total return, 1 year	+14.9%	+17.6%
What it tracks	S&P MidCap 400 Growth Index	Dow Jones U.S. Mid-Cap Total Stock Market Index
Holdings in common	32%
Top ten holdings, share of the fund	13.5%	13.3%
Below its high	8.1%, high on Aug 17, 2026	5.8%, high on Jun 30, 2026

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

+14.9%

IJK total return, 1 year

+17.6%

SCHM total return, 1 year

0.16%

IJK expense ratio

0.03%

SCHM expense ratio

What they hold in common

By the books each fund has filed, IJK and SCHM hold 32% of their money in the same securities at the same weight. Holdings dated May 31, 2026 and Oct 19, 2026.

50%

half

32% in common

Positions both hold, largest shared weight first

Holding IJK SCHM

TECHNIPFMC PLC 1.59% 0.51%

CURTISS WRIGHT 1.06% 0.51%

NVENT ELECTRIC PLC 1.33% 0.50%

STERLING INFRASTRUCTURE 0.75% 0.49%

XPO 1.26% 0.47%

UNITED THERAPEUTICS 1.35% 0.45%

ATI 1.49% 0.44%

MACOM TECHNOLOGY SOLUTIONS 1.07% 0.44%

FABRINET 0.75% 0.43%

CARPENTER TECHNOLOGY 1.08% 0.43%

NEXTPOWER INC 0.46% 0.43%

MASTEC INC 0.69% 0.43%

Only in IJK

TOAST CLASS A 0.94%

SITIME 0.66%

MOOG INC CLASS A 0.61%

BRIGHTSPRING HEALTH SERVICES INC 0.60%

TTM TECHNOLOGIES INC 0.60%

HECLA MINING 0.59%

DIGITALOCEAN HOLDINGS 0.57%

ADVANCED ENERGY INDUSTRIES 0.56%

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

IJK

iShares S&P Mid-Cap 400 Growth ETF

SCHM

Schwab U.S. Mid-Cap ETF

Where it sits Stock ETF Stock ETF

Issuer iShares Schwab

What it is Tracks an index Tracks an index

Total return, 1 year +14.9% +17.6%

Its benchmark over the same days +14.9% (MDYG) +15.9% (VOO)

Gap to its benchmark 0.0 pts vs MDYG +1.7 pts vs VOO

Expense ratio 0.16% 0.03%

Already in the S&P 500 0.0% 30.3%

Holdings 250 496

Net assets, IJK as of Oct 20, 2026 and SCHM as of May 31, 2026 $10.5bn $14.6bn

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

About IJK

IJK tracks an index. Over the year to Oct 20, 2026 it returned +14.9% with distributions reinvested, against +14.9% for its benchmark, the S&P MidCap 400 Growth Index. The prospectus expense ratio is 0.16% 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 250 positions, with the top ten at 13.5%. It sat 8.1% below its high of Aug 17, 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, IJK or SCHM?: In the year to Oct 20, 2026, with distributions reinvested, IJK returned +14.9% and SCHM +17.6%.
Which is cheaper, IJK or SCHM?: SCHM is cheaper, by 0.13 percentage points a year. That is about $13 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IJK and SCHM overlap with the S&P 500?: By their latest filed holdings, 0% of IJK and 30% of SCHM by weight is stocks the S&P 500 already holds.

Other comparisons

IJK vs SPTM IJK vs MOAT IJK vs SPMD IJK vs MDY SCHM vs VFLO SCHM vs SPTM SCHM vs XMMO SCHM vs SPMD

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

Where these figures came from

IJK filings on SEC EDGAR ↗IJK prospectus with the expense ratio (SEC) ↗iShares page for IJK ↗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, IJK against SCHM, data as of Oct 20, 2026. https://etfiq.com/compare/any/ijk-vs-schm

Open data

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