IJH vs SCHM — stock comparison tool

IJH currently yields 1.23% TTM versus SCHM at 1.29%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

IJHSCHM

Performance Comparison

Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.

IJH

SCHM

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

IJH Total Returns by Year

Calendar-year total returns, including reinvested dividends

Adj. close

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SCHM Total Returns by Year

Calendar-year total returns, including reinvested dividends

Adj. close

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Best Total Return

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No data

Highest Dividend Income

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Best Avg Annual Return

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DRIP Simulation Summary

$10,000 initial investment with DRIP (live)

Ticker	Period	Start $	End $	Dividends	Start Price	End Price	Shares	Return %

Current Data Comparison

Live fundamental metrics and analyst data

Metric

IJH$73.09

—

iShares Core S&P Mid-Cap ETF

SCHM$34.59

—

Schwab U.S. Mid-Cap ETF

Dividend Information

Dividend Yield

1.23%

1.29%

Annual Dividend

$0.90

$0.44

Dividend Growth (5yr)

Years of Growth

ETF holdings & allocation

Side-by-side composition for each ETF in this comparison.

IJH

408 holdings

Industrials22.21%

Technology18.12%

Information Technology15.34%

Financials14.80%

Financial Services13.58%

Healthcare10.45%

Health Care10.16%

Consumer Cyclical10.12%

Consumer Discretionary9.98%

Real Estate7.85%

Materials5.87%

Other22.56%

Top 10 holdings

Name	Weight
PEVERPURE INC CLASS A	0.99%
TWLOTWILIO CLASS A	0.93%
OKTAOKTA CLASS A	0.93%
FTITECHNIPFMC PLC	0.81%
ILMNILLUMINA INC	0.79%
ATIATI	0.76%
UTHRUNITED THERAPEUTICS	0.69%
NVTNVENT ELECTRIC PLC	0.68%
ENTGENTEGRIS INC	0.65%
USFDUS FOODS HOLDING	0.64%
Top 10	7.87%

SCHM

503 holdings

Industrials18.80%

Technology17.61%

Financial Services13.42%

Healthcare12.93%

Consumer Cyclical10.80%

Real Estate8.11%

Basic Materials4.30%

Consumer Defensive4.23%

Energy3.86%

Utilities2.98%

Communication Services2.96%

Cash & Others0.36%

Top 10 holdings

Name	Weight
SNDKSANDISK	4.30%
LITELUMENTUM HOLDINGS	1.27%
BEBLOOM ENERGY CLASS A	1.06%
MRNAMODERNA	1.00%
COHRCOHERENT	0.98%
CIENCIENA	0.94%
RVMDREVOLUTION MEDICINES	0.78%
FLEXFLEX LTD	0.73%
OKTAOKTA CLASS A	0.66%
TWLOTWILIO CLASS A	0.64%
Top 10	12.36%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

IJHSharedSCHM

Overlap by weight

18%

Share of portfolio weight that appears in both funds.

# overlapping holdings

IJH: 48% also in SCHMSCHM: 48% also in IJH

IJH: showing top 100 holdings by weight (of 408) · SCHM: showing top 100 holdings by weight (of 503). Overlap counts use this top slice, not the full fund book.

Sector drift (IJH vs SCHM)

Left = heavier in IJH. Right = heavier in SCHM.

IJH overweight (left)SCHM overweight (right)

Search ticker

48 shown

Overlapping tickers


OKTA	Technology	Software - Infrastructure	0.9%	0.7%	0.7%
TWLO	Technology	Software - Infrastructure	0.9%	0.6%	0.6%
FTI	Energy	Oil & Gas Equipment & Services	0.8%	0.6%	0.6%
ATI	—	Manufacturing - Metal Fabrication	0.8%	0.5%	0.5%
UTHR	Healthcare	Biotechnology	0.7%	0.5%	0.5%
ENTG	Technology	Semiconductors	0.7%	0.5%	0.5%
USFD	Consumer Defensive	Food Distribution	0.6%	0.5%	0.5%
XPO	Industrials	Trucking	0.6%	0.5%	0.5%
THC	Healthcare	Medical - Care Facilities	0.6%	0.4%	0.4%
NVT	Industrials	Electrical Equipment & Parts	0.7%	0.4%	0.4%

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