IJH vs SCHG

iShares Core S&P Mid-Cap ETF vs Schwab US Large-Cap Growth ETF

Quick take
  • • SCHG has the lower expense ratio at 0.04% vs 0.05% for IJH.
  • • IJH pays a higher dividend yield (1.23%).

Side-by-side metrics

MetricIJHSCHG
Expense ratio
Annual fee. Lower is better.
0.05%0.04%
Dividend yield
Trailing 12-month yield.
1.23%0.40%
AUM
Assets under management — bigger funds are typically more liquid.
$123.20B$61.69B
YTD return
13.60%4.82%
1-year return
——
3-year return
Annualized.
——
5-year return
Annualized.
——
10-year return
Annualized.
——
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
0.991.19
P/E ratio
19.2327.01
Last price
$74.78$34.60
Inception
——
Issuer
iSharesSchwab

IJH top holdings

Top holdings · IJH
OKTAOkta Inc Class A1.01%
FTITechnipFMC PLC0.79%
UTHRUnited Therapeutics Corp0.75%
ENTGEntegris Inc0.69%
ATIATI Inc0.66%
USFDUS Foods Holding Corp0.65%
RSReliance Inc0.65%
XPOXPO Inc0.65%
THCTenet Healthcare Corp0.64%
PRPermian Resources Corp Class A0.64%
Sector breakdown · IJH
Real Estate8.0%
Consumer Cyclical10.9%
Basic Materials5.0%
Consumer Defensive3.4%
Technology15.8%
Communication Services1.6%
Financial Services14.2%
Utilities3.1%
Industrials21.5%
Energy6.0%
Healthcare10.8%

SCHG top holdings

Top holdings · SCHG
AAPLApple Inc12.07%
NVDANVIDIA Corp11.88%
MSFTMicrosoft Corp9.30%
AMZNAmazon.com Inc5.66%
AVGOBroadcom Inc4.07%
GOOGLAlphabet Inc Class A3.94%
METAMeta Platforms Inc Class A3.77%
GOOGAlphabet Inc Class C3.17%
LLYEli Lilly and Co3.16%
TSLATesla Inc3.14%
Sector breakdown · SCHG
Real Estate0.3%
Consumer Cyclical10.9%
Basic Materials1.1%
Consumer Defensive1.3%
Technology53.4%
Communication Services11.9%
Financial Services5.6%
Utilities0.4%
Industrials6.6%
Energy0.8%
Healthcare7.7%

About IJH

IJH (iShares Core S&P Mid-Cap ETF) is Tracks the S&P MidCap 400 index. Managed by iShares, the fund carries $123.2B in assets under management, an expense ratio of 0.05%, a dividend yield of 1.23%. Its largest holding is Okta Inc Class A (OKTA), which represents 1.0% of the portfolio. Real Estate is the fund's largest sector exposure at 8.0%.

About SCHG

SCHG (Schwab US Large-Cap Growth ETF) is Large-cap US growth at low cost. Managed by Schwab, the fund carries $61.7B in assets under management, an expense ratio of 0.04%, a dividend yield of 0.40%. Its largest holding is Apple Inc (AAPL), which represents 12.1% of the portfolio. Real Estate is the fund's largest sector exposure at 0.3%.