IJH vs SCHV

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

Quick take
  • • SCHV has the lower expense ratio at 0.04% vs 0.05% for IJH.
  • • SCHV pays a higher dividend yield (1.81%).

Side-by-side metrics

MetricIJHSCHV
Expense ratio
Annual fee. Lower is better.
0.05%0.04%
Dividend yield
Trailing 12-month yield.
1.23%1.81%
AUM
Assets under management — bigger funds are typically more liquid.
$123.20B$15.68B
YTD return
13.60%18.70%
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.
0.990.73
P/E ratio
19.2320.43
Last price
$74.78$34.95
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%

SCHV top holdings

Top holdings · SCHV
BRK-BBerkshire Hathaway Inc Class B3.32%
JPMJPMorgan Chase & Co2.95%
XOMExxonMobil Holdings Corp2.53%
JNJJohnson & Johnson2.16%
WMTWalmart Inc1.81%
ABBVAbbVie Inc1.71%
CVXChevron Corp1.53%
CSCOCisco Systems Inc1.35%
PGProcter & Gamble Co1.23%
MRKMerck & Co Inc1.21%
Sector breakdown · SCHV
Real Estate4.0%
Consumer Cyclical6.6%
Basic Materials2.6%
Consumer Defensive9.3%
Technology15.5%
Communication Services3.0%
Financial Services20.6%
Utilities4.1%
Industrials11.4%
Energy8.1%
Healthcare14.5%

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 SCHV

SCHV (Schwab US Large-Cap Value ETF) is Large-cap US value at low cost. Managed by Schwab, the fund carries $15.7B in assets under management, an expense ratio of 0.04%, a dividend yield of 1.81%. Its largest holding is Berkshire Hathaway Inc Class B (BRK-B), which represents 3.3% of the portfolio. Real Estate is the fund's largest sector exposure at 4.0%.