IJH vs SCHD: Holdings Overlap
IJHiShares Core S&P Mid-Cap ETF
iShares · 399 holdings · $126.1B · as of 2026-03-31
SCHDSchwab U.S. Dividend Equity ETF
Schwab · 99 holdings · $105.7B · as of 2026-05-31
Holdings snapshots are 61 days apart (IJH: 2026-03-31, SCHD: 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 SCHD?
iShares Core S&P Mid-Cap ETF (IJH, by iShares) holds 399 positions; Schwab U.S. Dividend Equity ETF (SCHD, by Schwab) holds 99. They have 19 holdings in common, and by portfolio weight the two funds are 3.5% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 3.5%Sum of the smaller weight of each shared holding
- Shared Holdings
- 19IJH holds 399 · SCHD holds 99
- Weight in Shared Holdings
- IJH 4%·SCHD 3%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
380 of 399 positions (95.3% of the fund) are not held by SCHD. Showing the top 30 by weight.
Sector Breakdown
| Sector | IJH | SCHD |
|---|---|---|
| Industrials | 25.3% | 10.8% |
| Consumer Staples | 4.6% | 18.4% |
| Health Care | 8.9% | 18.3% |
| Information Technology | 12.3% | 15.8% |
| Financials | 14.6% | 9.0% |
| Other Sectors | 33.8% | 27.3% |
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% |
| SCHD | +4.2% | +25.6% | +31.4% | +14.9% | +9.7% | +12.8% | 3.09% |
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 SCHD →
Shared Holdings(19)
The top 10 shared positions account for 74% of the overlap, led by EWBC, WSO and FNF.
 EWBCEast West Bancorp Inc COM | 0.46% | 0.42% | 0.42% |
|---|---|---|---|
 WSOWatsco Inc COM | 0.40% | 0.32% | 0.32% |
 FNFFidelity National Financial, Inc. COM SHS | 0.37% | 0.30% | 0.30% |
 DINOHF Sinclair Corp. COM | 0.30% | 0.28% | 0.28% |
 BAHBooz Allen Hamilton Holding Corp. CL A | 0.29% | 0.24% | 0.24% |
 AFGAmerican Financial Group, Inc. COM | 0.28% | 0.23% | 0.23% |
 COLBColumbia Banking System Inc. COM | 0.25% | 0.22% | 0.22% |
 ALVAutoliv Inc. COM | 0.23% | 0.22% | 0.22% |
 ORIOld Republic International Corporation COM | 0.28% | 0.21% | 0.21% |
 MMacy's, Inc. COM | 0.15% | 0.15% | 0.15% |
 NXSTNexstar Media Group Inc COMMON STOCK | 0.16% | 0.13% | 0.13% |
 OZKBank OZK COM | 0.15% | 0.13% | 0.13% |
 MSMMSC Industrial Direct Co Inc. CL A | 0.13% | 0.13% | 0.13% |
 MURMurphy Oil Corporation COM | 0.17% | 0.12% | 0.12% |
 MTNVail Resorts, Inc. COM | 0.14% | 0.12% | 0.12% |
 FHIFederated Hermes Inc CL B | 0.13% | 0.10% | 0.10% |
 PAGPenske Automotive Group, Inc. COM | 0.09% | 0.08% | 0.08% |
 MZTIMarzetti Company/The | 0.09% | 0.06% | 0.06% |
 FLOFlowers Foods, Inc. COM | 0.05% | 0.04% | 0.04% |
Frequently Asked Questions
How much do IJH and SCHD overlap?
IJH and SCHD overlap by 3.5% of portfolio weight. They share 19 holdings (IJH holds 399 positions and SCHD holds 99), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IJH and SCHD?
The two portfolios are 3.5% 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 SCHD?
The largest positions held by both funds are EWBC, WSO, FNF, DINO and BAH. Together the top 10 shared positions account for 74% of the total overlap.
What does IJH own that SCHD doesn't?
380 positions (95.3% of IJH) are unique to IJH, led by FTI, CASY and UTHR. In the other direction, 80 positions (96.3% of SCHD) are unique to SCHD.