SCHM vs IJH
Comparison between SCHWAB U.S. MID-CAP ETF (SCHM, ETF) and ISHARES CORE S&P MID-CAP ETF (IJH, ETF).
5-Year PerformanceIJH has outperformed SCHM, delivering a return of +8.8% compared to +8.1%
SCHM vs IJH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCHM
$15B
Winner
IJH
$124B
Expense Ratio
Winner
SCHM
0.03%
IJH
0.05%
Max Drawdown
Winner
SCHM
42.43%
IJH
56.14%
Sharpe Ratio
Winner
SCHM
1.19
IJH
1.04
5Y Beta
SCHM
1.01
Winner
IJH
0.98
P/E Ratio
SCHM
35.91
Winner
IJH
25.62
Forward P/E
SCHM
17.50
Winner
IJH
16.98
PEG Ratio
SCHM
N/A
IJH
0.07
5Y Dividends CAGR
Winner
SCHM
10.90%
IJH
8.73%
5Y EPS CAGR
SCHM
11.40%
Winner
IJH
13.41%
Debt to Equity
Winner
SCHM
25.66%
IJH
45.44%
P/S Ratio
SCHM
1.76
Winner
IJH
1.67
P/B Ratio
SCHM
2.98
Winner
IJH
2.83
SCHM vs IJH - Holdings Comparison
SCHM and IJH have 299 common holdings. Overlap is 54.13%
SCHM's top 25 holdings weight is 19.37%. IJH's top 25 holdings weight is 16.44%.
| Rank | SCHM | IJH |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 4.43% | TWILIO INC CLASS A (TWLO) - 0.93% |
| #2 | BLOOM ENERGY CORP CLASS A (BE) - 1.16% | TECHNIPFMC PLC (FTI) - 0.83% |
| #3 | CIENA CORP (CIEN) - 1.10% | ILLUMINA INC (ILMN) - 0.81% |
| #4 | COHERENT CORP (COHR) - 1.09% | CARPENTER TECHNOLOGY CORP (CRS) - 0.80% |
| #5 | LUMENTUM HOLDINGS INC (LITE) - 1.08% | CURTISS-WRIGHT CORP (CW) - 0.78% |
| #6 | FLEX LTD (FLEX) - 0.88% | OKTA INC CLASS A (OKTA) - 0.73% |
| #7 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.68% | NVENT ELECTRIC PLC (NVT) - 0.73% |
| #8 | TWILIO INC CLASS A (TWLO) - 0.60% | ATI INC (ATI) - 0.72% |
| #9 | STEEL DYNAMICS INC (STLD) - 0.59% | XPO INC (XPO) - 0.69% |
| #10 | CENTENE CORP (CNC) - 0.58% | EVERPURE INC CLASS A (P) - 0.68% |
| #11 | CASEY'S GENERAL STORES INC (CASY) - 0.55% | MKS INC (MKSI) - 0.68% |
| #12 | CARPENTER TECHNOLOGY CORP (CRS) - 0.53% | WOODWARD INC (WWD) - 0.66% |
| #13 | TAPESTRY INC (TPR) - 0.53% | UNITED THERAPEUTICS CORP (UTHR) - 0.63% |
| #14 | TECHNIPFMC PLC (n/a) - 0.53% | MASTEC INC (MTZ) - 0.63% |
| #15 | CURTISS-WRIGHT CORP (CW) - 0.51% | US FOODS HOLDING CORP (USFD) - 0.62% |
| #16 | ATI INC (ATI) - 0.49% | ENTEGRIS INC (ENTG) - 0.60% |
| #17 | NVENT ELECTRIC PLC (NVT) - 0.48% | BURLINGTON STORES INC (BURL) - 0.59% |
| #18 | OKTA INC CLASS A (OKTA) - 0.47% | STERLING INFRASTRUCTURE INC (STRL) - 0.58% |
| #19 | XPO INC (XPO) - 0.45% | RB GLOBAL INC (RBA) - 0.57% |
| #20 | MODERNA INC (MRNA) - 0.45% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.55% |
| #21 | WOODWARD INC (WWD) - 0.44% | RELIANCE INC (RS) - 0.55% |
| #22 | TEXAS PACIFIC LAND CORP (TPL) - 0.44% | TD SYNNEX CORP (SNX) - 0.53% |
| #23 | MKS INC (MKSI) - 0.44% | RBC BEARINGS INC (RBC) - 0.52% |
| #24 | F5 INC (FFIV) - 0.44% | ROKU INC CLASS A (ROKU) - 0.52% |
| #25 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.43% | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.51% |
| Total Holdings | 498 | 404 |
SCHM vs IJH - Historical Returns
Returns include dividend reinvestment.
1M
SCHM
-2.49%
Winner
IJH
-0.46%
3M
Winner
SCHM
+5.30%
IJH
+4.10%
6M
Winner
SCHM
+10.07%
IJH
+8.17%
1Y
Winner
SCHM
+25.52%
IJH
+21.69%
5Y(CAGR)
SCHM
+8.08%
Winner
IJH
+8.80%
10Y(CAGR)
SCHM
+10.99%
Winner
IJH
+11.07%
Max(CAGR)
Winner
SCHM
+11.34%
IJH
+9.89%
SCHM vs IJH - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | SCHM | IJH |
|---|---|---|
| 2026 | +16.60% | +13.71% |
| 2025 | +10.33% | +7.70% |
| 2024 | +12.62% | +14.30% |
| 2023 | +17.39% | +16.97% |
| 2022 | -17.26% | -13.38% |
| 2021 | +21.32% | +26.66% |
| 2020 | +14.95% | +13.41% |
| 2019 | +27.82% | +26.51% |
| 2018 | -9.47% | -12.01% |
| 2017 | +18.99% | +15.64% |
| 2016 | +16.05% | +22.32% |
| 2015 | +0.01% | -2.19% |
| 2014 | +11.21% | +10.92% |
| 2013 | +32.95% | +29.75% |
| 2012 | +16.31% | +16.54% |
| 2011 | -2.92% | -3.28% |
| 2010 | N/A | +24.62% |
| 2009 | N/A | +34.22% |
| 2008 | N/A | -35.77% |
| 2007 | N/A | +6.60% |
| 2006 | N/A | +8.29% |
| 2005 | N/A | +14.46% |
| 2004 | N/A | +15.78% |
| 2003 | N/A | +31.45% |
| 2002 | N/A | -13.94% |
| 2001 | N/A | +3.46% |
| 2000 | N/A | +13.87% |
SCHM vs IJH Drawdown Comparison
The maximum drawdown for SCHM was -42.43%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
The maximum drawdown for IJH was -55.07%, occurring on Mar 9, 2009. Recovery took 883 trading sessions.
The current SCHM drawdown is -4.12%. The current IJH drawdown is -1.80%.
| Rank | SCHM | IJH |
|---|---|---|
| #1 | -42.43% Feb 20, 2020 - Nov 9, 2020 | -55.07% Jun 4, 2007 - Dec 2, 2010 |
| #2 | -26.46% Nov 16, 2021 - Mar 21, 2024 | -42.18% Feb 20, 2020 - Nov 9, 2020 |
| #3 | -26.37% Apr 29, 2011 - Mar 13, 2012 | -31.94% Apr 17, 2002 - Oct 13, 2003 |
| #4 | -23.27% Nov 25, 2024 - Sep 5, 2025 | -26.17% Apr 29, 2011 - Mar 19, 2012 |
| #5 | -22.73% Sep 14, 2018 - Jul 5, 2019 | -25.63% Sep 7, 2000 - Mar 19, 2002 |
| #6 | -19.98% Jun 23, 2015 - Jul 12, 2016 | -24.10% Nov 25, 2024 - Dec 10, 2025 |
| #7 | -12.09% Mar 19, 2012 - Sep 12, 2012 | -23.85% Nov 16, 2021 - Feb 9, 2024 |
| #8 | -10.78% Sep 2, 2014 - Nov 20, 2014 | -23.13% Aug 29, 2018 - Nov 25, 2019 |
| #9 | -9.61% Jan 26, 2018 - Jun 6, 2018 | -19.23% Jun 23, 2015 - Jul 11, 2016 |
| #10 | -9.32% Feb 26, 2026 - Apr 14, 2026 | -12.63% May 8, 2006 - Nov 22, 2006 |
| #11 | -8.18% Jul 16, 2024 - Sep 19, 2024 | -11.18% Mar 26, 2012 - Sep 6, 2012 |
| #12 | -7.35% Sep 14, 2012 - Dec 18, 2012 | -10.71% Apr 5, 2004 - Nov 4, 2004 |
| #13 | -7.34% May 21, 2013 - Jul 11, 2013 | -10.58% Jul 1, 2014 - Nov 21, 2014 |
| #14 | -7.19% Jul 24, 2019 - Nov 4, 2019 | -9.70% Jan 26, 2018 - Jun 6, 2018 |
| #15 | -7.05% Mar 28, 2024 - Jul 16, 2024 | -8.83% Feb 20, 2026 - Apr 17, 2026 |
Correlation
Correlation between SCHM and IJH is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2000 - 2026)
SCHM vs IJH dividend yield comparison.
| Year | SCHM | IJH |
|---|---|---|
| 2026 | 0.52% | 0.46% |
| 2025 | 1.46% | 1.36% |
| 2024 | 1.43% | 1.33% |
| 2023 | 1.50% | 1.46% |
| 2022 | 1.67% | 1.68% |
| 2021 | 1.13% | 1.18% |
| 2020 | 1.31% | 1.28% |
| 2019 | 1.48% | 1.63% |
| 2018 | 1.56% | 1.72% |
| 2017 | 1.27% | 1.19% |
| 2016 | 1.51% | 1.60% |
| 2015 | 1.54% | 1.56% |
| 2014 | 1.48% | 1.34% |
| 2013 | 1.27% | 1.29% |
| 2012 | 1.67% | 1.43% |
| 2011 | 1.19% | 1.27% |
| 2010 | 0.00% | 1.06% |
| 2009 | 0.00% | 1.28% |
| 2008 | 0.00% | 2.04% |
| 2007 | 0.00% | 1.29% |
| 2006 | 0.00% | 1.18% |
| 2005 | 0.00% | 1.13% |
| 2004 | 0.00% | 0.87% |
| 2003 | 0.00% | 0.87% |
| 2002 | 0.00% | 1.01% |
| 2001 | 0.00% | 0.79% |
| 2000 | 0.00% | 0.75% |
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