Which stocks do IJJ and SCHM both hold?

208 stocks are in both. The biggest shared positions: MKSI (0.5% of IJJ, 0.4% of SCHM), ENTG (0.9% of IJJ, 0.4% of SCHM), BURL (0.4% of IJJ, 0.4% of SCHM), LSCC (0.5% of IJJ, 0.4% of SCHM), AA (0.8% of IJJ, 0.4% of SCHM).

IJJvsSCHM

iShares S&P Mid-Cap 400 Value ETF or Schwab U.S. Mid-Cap ETF, side by side from their own SEC filings. 33% of their stock holdings are the same at the same weight, across 208 stocks in both. SCHM costs 0.03% a year against 0.18% for IJJ, $15 a year less on $10,000. Over the last twelve months IJJ returned +21.5% and SCHM +32.5%.

33%of the two portfolios is the same stocks at the same weight

IJJ77% in stocks the other holds too

SCHM34% in stocks the other holds too

stocks in bothstocks only in that fundbonds, cash and unmatched shares

The two funds

From each fund's latest N-PORT filing and its prospectus.

IJJSCHMYearly cost0.18%0.03%Net assets$8.7B$14.6BPositions304499Last 12 months+21.5%+32.5%3 years, a year+13.3%+19.1%5 years, a year+9.0%+7.9%Largest holdingBlackRock 3.1%SNDK 4.6%Main sectorFinancial Services 20%Technology 22%Holdings as ofJun 30, 2026May 31, 2026

Returns are total returns with dividends reinvested, from the funds’ own monthly figures; “(price)” marks a fund whose filing record is younger than a year, whose twelve months are its price change. The stronger figure in each row is set in bold. Past returns say what happened, not what will.

Growth of $100

Both funds from September 2019, the first month both report, dividends reinvested.

IJJ$211SCHM$211

September 2019May 2026

What they both hold

208 stocks are in both funds: 77% of IJJ and 34% of SCHM. The biggest shared positions:

Stockin IJJin SCHM

MKSIMKS Inc.0.5%0.4%ENTGEntegris, Inc.0.9%0.4%BURLBurlington Stores, Inc.0.4%0.4%LSCCLattice Semiconductor Corporation0.5%0.4%AAAlcoa Corporation0.8%0.4%RSReliance, Inc.1.1%0.4%SNXTD SYNNEX Corporation1.1%0.4%NXTNextpower Inc.0.4%0.4%USFDUS Foods Holding Corp.1.3%0.3%WCCWESCO International, Inc.1.0%0.3%

Only in IJJ

Its biggest stocks the other fund does not hold.

Only in SCHM

Its biggest stocks the other fund does not hold.

More comparisons

IJJ vs SPMD IJH vs IJJ DFAT vs IJJ IJJ vs VBR SCHM vs VB IJH vs SCHM SCHM vs SPMD SCHM vs VBR

From each fund’s Form N-PORT (IJJ: June 2026, SCHM: May 2026) and prospectus, via the SEC’s public data sets. Overlap counts only the stocks we can match to a listing: stock by stock, the smaller of the two weights, added up.