IJKvsSCHM
iShares S&P Mid-Cap 400 Growth ETF or Schwab U.S. Mid-Cap ETF, side by side from their own SEC filings. 35% of their stock holdings are the same at the same weight, across 180 stocks in both. SCHM costs 0.03% a year against 0.17% for IJK, $14 a year less on $10,000. Over the last twelve months IJK returned +29.8% and SCHM +32.5%.
The two funds
From each fund's latest N-PORT filing and its prospectus.
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.
What they both hold
180 stocks are in both funds: 80% of IJK and 35% of SCHM. The biggest shared positions:
Only in IJK
Its biggest stocks the other fund does not hold.
Only in SCHM
Its biggest stocks the other fund does not hold.
More comparisons
From each fund’s Form N-PORT (IJK: 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.