IJH vs SCHB: Holdings Overlap
IJHiShares Core S&P Mid-Cap ETF
iShares · 399 holdings · $126.1B · as of 2026-03-31
SCHBSchwab U.S. Broad Market ETF
Schwab · 2407 holdings · $44.7B · as of 2026-05-31
Holdings snapshots are 61 days apart (IJH: 2026-03-31, SCHB: 2026-05-31). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are IJH and SCHB?
iShares Core S&P Mid-Cap ETF (IJH, by iShares) holds 399 positions; Schwab U.S. Broad Market ETF (SCHB, by Schwab) holds 2407. They have 399 holdings in common, and by portfolio weight the two funds are 4.8% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 4.8%Sum of the smaller weight of each shared holding
- Shared Holdings
- 399IJH holds 399 · SCHB holds 2407
- Weight in Shared Holdings
- IJH 99%·SCHB 5%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in IJH
Every position in IJH is also held by SCHB, so it brings nothing the other fund doesn’t already own.
Sector Breakdown
| Sector | IJH | SCHB |
|---|---|---|
| Information Technology | 12.3% | 36.4% |
| Industrials | 25.3% | 9.6% |
| Financials | 14.6% | 11.6% |
| Consumer Discretionary | 11.3% | 9.7% |
| Communication Services | 1.0% | 9.8% |
| Other Sectors | 35.0% | 22.6% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IJH | +3.1% | +18.4% | +26.0% | +14.5% | +9.0% | +11.2% | 1.14% |
| SCHB | +3.3% | +14.6% | +24.0% | +20.9% | +12.4% | +14.9% | 1.00% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in IJH vs SCHB →
Shared Holdings(399)
The top 10 shared positions account for 8% of the overlap, led by FLEX, TWLO and CASY.
 FLEXFlex Ltd. COM USD0.01 | 0.75% | 0.08% | 0.08% |
|---|---|---|---|
 TWLOTwilio Inc CL A | 0.60% | 0.04% | 0.04% |
 CASYCasey'S General Stores Inc. COM | 0.84% | 0.04% | 0.04% |
 FTITechnipFMC PLC USD1 | 0.87% | 0.04% | 0.04% |
 CWCurtiss-Wright Corp. COM | 0.78% | 0.04% | 0.04% |
 NVTNVent Electric PLC COM USD0.01 | 0.60% | 0.04% | 0.04% |
 STRLSterling Infrastructure Inc COM | 0.39% | 0.04% | 0.04% |
 XPOXPO Inc COM | 0.71% | 0.03% | 0.03% |
 PEverpure Inc. CL A | 0.58% | 0.03% | 0.03% |
 ILMNIllumina Inc COM | 0.59% | 0.03% | 0.03% |
 UTHRUnited Therapeutics Corporation COM | 0.80% | 0.03% | 0.03% |
 ATIATI Inc COM | 0.62% | 0.03% | 0.03% |
 MTSIMACOM Technology Solutions Holdings Inc. COM | 0.45% | 0.03% | 0.03% |
 CRSCarpenter Technology Corporation COM | 0.61% | 0.03% | 0.03% |
 FNFabrinet COM USD0.01 | 0.58% | 0.03% | 0.03% |
 MTZMastec, Inc. COM | 0.62% | 0.03% | 0.03% |
 NXTNextpower Inc. CLASS A COM | 0.56% | 0.03% | 0.03% |
 MKSIMKS Inc. COM | 0.48% | 0.03% | 0.03% |
 OKTAOkta Inc. CL A | 0.42% | 0.03% | 0.03% |
 ENTGEntegris Inc COM | 0.56% | 0.03% | 0.03% |
 WWDWoodward Inc. COM | 0.67% | 0.03% | 0.03% |
 LSCCLattice Semiconductor Corporation COM | 0.40% | 0.03% | 0.03% |
 BURLBurlington Stores Inc. COM | 0.63% | 0.03% | 0.03% |
 AAAlcoa Corporation COM | 0.54% | 0.03% | 0.03% |
 RSReliance Inc COM | 0.50% | 0.03% | 0.03% |
Showing the top 250 of 399 shared holdings by overlap weight.
Frequently Asked Questions
How much do IJH and SCHB overlap?
IJH and SCHB overlap by 4.8% of portfolio weight. They share 399 holdings (IJH holds 399 positions and SCHB holds 2407), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IJH and SCHB?
The two portfolios are 4.8% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of IJH and SCHB?
The largest positions held by both funds are FLEX, TWLO, CASY, FTI and CW. Together the top 10 shared positions account for 8% of the total overlap.
What does IJH own that SCHB doesn't?
Nothing. Every position in IJH is also held by SCHB. In the other direction, 2008 positions (95.1% of SCHB) are unique to SCHB.