IJH vs SCHD
Comparison between ISHARES CORE S&P MID-CAP ETF (IJH, ETF) and SCHWAB U.S. DIVIDEND EQUITY ETF (SCHD, ETF).
5-Year PerformanceSCHD has outperformed IJH, delivering a return of +7.9% compared to +7.5%
IJH vs SCHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IJH
$106B
SCHD
$85B
Expense Ratio
Winner
IJH
0.05%
SCHD
0.06%
Max Drawdown
IJH
56.14%
Winner
SCHD
33.37%
Sharpe Ratio
IJH
1.43
Winner
SCHD
1.90
5Y Beta
IJH
0.99
Winner
SCHD
0.55
P/E Ratio
IJH
25.59
Winner
SCHD
17.70
Forward P/E
IJH
16.48
Winner
SCHD
15.11
PEG Ratio
IJH
N/A
SCHD
0.94
5Y Dividends CAGR
Winner
IJH
12.31%
SCHD
9.11%
5Y EPS CAGR
Winner
IJH
12.25%
SCHD
8.09%
Debt to Equity
Winner
IJH
32.62%
SCHD
69.36%
P/S Ratio
Winner
IJH
1.57
SCHD
1.76
P/B Ratio
Winner
IJH
2.58
SCHD
3.55
IJH vs SCHD - Holdings Comparison
IJH and SCHD have 18 common holdings. Overlap is 2.65%
IJH's top 25 holdings weight is 15.49%. SCHD's top 25 holdings weight is 79.90%.
| Rank | IJH | SCHD |
|---|---|---|
| #1 | FLEX LTD (FLEX) - 0.97% | TEXAS INSTRUMENTS INC (TXN) - 5.29% |
| #2 | TECHNIPFMC PLC (FTI) - 0.89% | UNITEDHEALTH GROUP INC (UNH) - 5.07% |
| #3 | CURTISS-WRIGHT CORP (CW) - 0.77% | QUALCOMM INC (QCOM) - 4.16% |
| #4 | XPO INC (XPO) - 0.75% | CHEVRON CORP (CVX) - 4.09% |
| #5 | FABRINET (FN) - 0.72% | COCA-COLA CO (KO) - 4.05% |
| #6 | UNITED THERAPEUTICS CORP (UTHR) - 0.71% | CONOCOPHILLIPS (COP) - 3.96% |
| #7 | MASTEC INC (MTZ) - 0.69% | PEPSICO INC (PEP) - 3.85% |
| #8 | ENTEGRIS INC (ENTG) - 0.69% | PROCTER & GAMBLE CO (PG) - 3.81% |
| #9 | EVERPURE INC CLASS A (P) - 0.68% | VERIZON COMMUNICATIONS INC (VZ) - 3.73% |
| #10 | NVENT ELECTRIC PLC (NVT) - 0.67% | MERCK & CO INC (MRK) - 3.69% |
| #11 | WOODWARD INC (WWD) - 0.64% | AMGEN INC (AMGN) - 3.62% |
| #12 | TWILIO INC CLASS A (TWLO) - 0.63% | THE HOME DEPOT INC (HD) - 3.60% |
| #13 | CARPENTER TECHNOLOGY CORP (CRS) - 0.62% | ABBOTT LABORATORIES (ABT) - 3.35% |
| #14 | ATI INC (ATI) - 0.61% | BRISTOL-MYERS SQUIBB CO (BMY) - 3.08% |
| #15 | BWX TECHNOLOGIES INC (BWXT) - 0.59% | ALTRIA GROUP INC (MO) - 2.96% |
| #16 | BURLINGTON STORES INC (BURL) - 0.59% | ACCENTURE PLC CLASS A (ACN) - 2.84% |
| #17 | US FOODS HOLDING CORP (USFD) - 0.59% | LOCKHEED MARTIN CORP (LMT) - 2.69% |
| #18 | RB GLOBAL INC (RBA) - 0.58% | COMCAST CORP CLASS A (CMCSA) - 2.58% |
| #19 | ROYAL GOLD INC (RGLD) - 0.58% | BLACKSTONE INC (BX) - 2.36% |
| #20 | ILLUMINA INC (ILMN) - 0.57% | SLB LTD (SLB) - 2.16% |
| #21 | RPM INTERNATIONAL INC (RPM) - 0.39% | AUTOMATIC DATA PROCESSING INC (ADP) - 2.08% |
| #22 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.39% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 2.00% |
| #23 | GRACO INC (GGG) - 0.39% | EOG RESOURCES INC (EOG) - 1.91% |
| #24 | GAMING AND LEISURE PROPERTIES INC (GLPI) - 0.39% | TARGET CORP (TGT) - 1.50% |
| #25 | RENAISSANCERE HOLDINGS LTD (RNR) - 0.39% | ONEOK INC (OKE) - 1.47% |
| Total Holdings | 363 | 104 |
IJH vs SCHD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IJH
+4.91%
SCHD
+2.46%
3M
Winner
IJH
+3.30%
SCHD
+1.71%
6M
IJH
+14.79%
Winner
SCHD
+20.54%
1Y
IJH
+27.19%
Winner
SCHD
+27.38%
5Y(CAGR)
IJH
+7.55%
Winner
SCHD
+7.92%
10Y(CAGR)
IJH
+11.49%
Winner
SCHD
+12.70%
Max(CAGR)
IJH
+9.86%
Winner
SCHD
+13.12%
IJH vs SCHD - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJH | SCHD |
|---|---|---|
| 2026 | +10.84% | +14.99% |
| 2025 | +7.70% | +4.56% |
| 2024 | +14.30% | +10.86% |
| 2023 | +16.97% | +4.71% |
| 2022 | -13.38% | -3.21% |
| 2021 | +26.66% | +31.74% |
| 2020 | +13.41% | +14.78% |
| 2019 | +26.51% | +27.28% |
| 2018 | -12.01% | -5.85% |
| 2017 | +15.64% | +20.20% |
| 2016 | +22.32% | +17.78% |
| 2015 | -2.19% | -0.21% |
| 2014 | +10.92% | +12.79% |
| 2013 | +29.75% | +30.09% |
| 2012 | +16.54% | +10.39% |
| 2011 | -3.28% | +5.31% |
| 2010 | +24.62% | N/A |
| 2009 | +34.22% | N/A |
| 2008 | -35.77% | N/A |
| 2007 | +6.60% | N/A |
| 2006 | +8.29% | N/A |
| 2005 | +14.46% | N/A |
| 2004 | +15.78% | N/A |
| 2003 | +31.45% | N/A |
| 2002 | -13.94% | N/A |
| 2001 | +3.46% | N/A |
| 2000 | +13.87% | N/A |
IJH vs SCHD Drawdown Comparison
The maximum drawdown for IJH was -55.07%, occurring on Mar 9, 2009. Recovery took 883 trading sessions.
The maximum drawdown for SCHD was -33.37%, occurring on Mar 23, 2020. Recovery took 155 trading sessions.
The current IJH drawdown is -0.84%. The current SCHD drawdown is -1.40%.
| Rank | IJH | SCHD |
|---|---|---|
| #1 | -55.07% Jun 4, 2007 - Dec 2, 2010 | -33.37% Jan 23, 2020 - Sep 2, 2020 |
| #2 | -42.18% Feb 20, 2020 - Nov 9, 2020 | -17.07% Sep 21, 2018 - Apr 4, 2019 |
| #3 | -31.94% Apr 17, 2002 - Oct 13, 2003 | -16.82% Jan 11, 2022 - Dec 27, 2023 |
| #4 | -26.17% Apr 29, 2011 - Mar 19, 2012 | -16.13% Nov 29, 2024 - Jan 8, 2026 |
| #5 | -25.63% Sep 7, 2000 - Mar 19, 2002 | -13.93% Mar 2, 2015 - Mar 11, 2016 |
| #6 | -24.10% Nov 25, 2024 - Dec 10, 2025 | -12.37% Jan 26, 2018 - Sep 20, 2018 |
| #7 | -23.85% Nov 16, 2021 - Feb 9, 2024 | -8.68% Apr 23, 2019 - Jul 23, 2019 |
| #8 | -23.13% Aug 29, 2018 - Nov 25, 2019 | -7.63% Sep 2, 2020 - Oct 8, 2020 |
| #9 | -19.23% Jun 23, 2015 - Jul 11, 2016 | -7.10% Jul 26, 2019 - Sep 10, 2019 |
| #10 | -12.63% May 8, 2006 - Nov 22, 2006 | -6.88% Oct 12, 2020 - Nov 9, 2020 |
| #11 | -11.18% Mar 26, 2012 - Sep 6, 2012 | -6.77% Oct 28, 2011 - Dec 6, 2011 |
| #12 | -10.71% Apr 5, 2004 - Nov 4, 2004 | -6.68% Dec 31, 2013 - Mar 25, 2014 |
| #13 | -10.58% Jul 1, 2014 - Nov 21, 2014 | -6.50% Sep 19, 2014 - Oct 31, 2014 |
| #14 | -9.70% Jan 26, 2018 - Jun 6, 2018 | -6.34% Apr 2, 2012 - Jul 3, 2012 |
| #15 | -8.83% Feb 20, 2026 - Apr 17, 2026 | -6.23% Oct 18, 2012 - Jan 4, 2013 |
Correlation
Correlation between IJH and SCHD is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2000 - 2026)
IJH vs SCHD dividend yield comparison.
| Year | IJH | SCHD |
|---|---|---|
| 2026 | 0.21% | 0.81% |
| 2025 | 1.36% | 3.82% |
| 2024 | 1.33% | 3.64% |
| 2023 | 1.46% | 3.49% |
| 2022 | 1.68% | 3.39% |
| 2021 | 1.18% | 2.78% |
| 2020 | 1.28% | 3.16% |
| 2019 | 1.63% | 2.98% |
| 2018 | 1.72% | 3.06% |
| 2017 | 1.19% | 2.63% |
| 2016 | 1.60% | 2.89% |
| 2015 | 1.56% | 2.97% |
| 2014 | 1.34% | 2.63% |
| 2013 | 1.29% | 2.47% |
| 2012 | 1.43% | 2.86% |
| 2011 | 1.27% | 0.47% |
| 2010 | 1.06% | 0.00% |
| 2009 | 1.28% | 0.00% |
| 2008 | 2.04% | 0.00% |
| 2007 | 1.29% | 0.00% |
| 2006 | 1.18% | 0.00% |
| 2005 | 1.13% | 0.00% |
| 2004 | 0.87% | 0.00% |
| 2003 | 0.87% | 0.00% |
| 2002 | 1.01% | 0.00% |
| 2001 | 0.79% | 0.00% |
| 2000 | 0.75% | 0.00% |
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